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IRA Update
With all of the IRA plan types, regulation changes and cost of living adjustments, an annual update and review of the more complicated aspects of Individual Retirement Accounts is a must.
Webcast Presentation topics include:- What are the 2008 contribution limits and cost of living adjustments for Traditional, Roth and SEP IRAs?
- What is the difference between a Roth Conversion from a Traditional IRA vs. a Qualified Employer Plan?
- Are the spouse and nonspouse options the same when moving money from a QP to an IRA?
- What is the difference between a nonspouse beneficiary moving money from an employer plan to an IRA vs. an IRA to an IRA?
- How to calculate distributions to beneficiaries in the year of IRA owner's death? ...the year after the IRA owner's death?
- Whose name and SSN should appear on the 1099-R when reporting death distributions?
This webinar serves as an excellent refresher for the experienced IRA banker as well as providing insight on the more complex areas of IRAs for the less experienced. Click here to register! |
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Accredited Investment Fiduciary (AIF) Program |
Earn Your
Accredited Investment Fiduciary Designation
With the media awash with stories of financial scandals, investors are demanding that investment advisors embrace a higher standard of practice than ever before.
This 2½-day program covers all the components of a comprehensive investment process and related fiduciary standards of care. Holders of the AIF® mark have successfully completed this specialized program on investment fiduciary standards and subsequently passed a comprehensive examination.
After completing the course, attendees will understand the legal and regulatory underpinning of each of the Practices and be able to implement the Practices in real-life situations. |
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| | CFP Live Review Course - Classes Begin in January
Our Live Review courses are conducted in both Traditional Classroom and via the Internet through our Virtual Classroom. Study materials are included in the tuition for all of our programs.- Traditional Classroom Program
This program blends self-study preparation and classroom instruction for an excellent learning experience. We offer the classroom portion of the program in differing formats and in numerous major cities:
- Virtual Classroom Program
The Virtual Classroom Program offers the same exceptional combination of self-study and live instruction, though with two differences: students receive the classroom instruction delivered as a live class via the Web; and playbacks of all classes remain active until the first day of the CFP® Certification Examination.
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Unleashed: The Seven Magical Steps to the Ultimate Banker Referral |
Bob Cobb has worked with a series of advisors who have built their Ultimate Advisory Practice.
They have shared some common traits to their uncommon performance, chief among them are a vision of their destiny and a marketing machine that delivers all the clients they need to build the practice of their dreams.
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Other Books: |
See More Books
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Niches = Riches Boot Camp |
Would you like to distinguish
your practice from the
competition, earn more money
and create an avalanche
of referrals?
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Other Events:- Instant IRA Success
- Accounting for Estates and Trusts
- Rainmaker Weekend
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 See Complete Calendar
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| The Referral Coach (Bill Cates) |
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Bill Cates delivers high-content keynotes, seminars and full-training programs. He helps financial service professionals attract more clients through
a proven, successful program. |
Other Expert Speakers: |
All Speakers:
See all speakers
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Products & Services to help manage and grow your career!
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Continuing Education
CE courses to maintain your license or designation!
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