Advanced Markets recordings NOW AVAILABLE for attendees. Access today!

Loading Events
  • This event has passed.

Networking – You Ask, We Answer – Roth Conversions: To Convert or Not to Convert, That is the Question

November 12, 2020 @ 1:00 pm - 2:00 pm

Who can attend: Open to profession

Understanding Roth IRA conversions has never been easy – and it never will be. Luckily, Finseca is here to help! Join us for this exclusive You Ask, We Answer on Thursday, November 12, at 1:00 p.m. ET, to get your questions on Roth conversions answered.

Experts Robert Eichler of Penn Mutual Life Insurance, Don Lippencott of Lippencott Financial Group, and Robert Keebler of Keebler and Associates CPA/PFS will show you how to use Roth IRA conversions to make you your clients’ retirement strategies more tax-efficient. Show your clients the true value of having an experience financial professional on their team!In this 60 min session you will learn:

• why you should convert at all
• for what type of client does a Roth IRA conversion make sense;
• how to communicate the benefits of Roth conversions;
• how to pay the tax;
• and tips on collaborating with a tax specialist.

Who should attend: We encourage all members with an intermediate level of financial security experience to attend to better serve their clients – the every-day American. #financialsecurityforall

Details

Date:
November 12, 2020
Time:
1:00 pm - 2:00 pm

Forum Max

Phoenix, AZ Registration details to come. Forum MAX is a member-only study group that offers an exclusive opportunity to present, share and receive direct feedback on client cases while growing your network.

Resources

Access website resources and articles.

My Finseca

Access communities and learning environments.

About

Together, we elevate our profession by serving the needs of our members. We protect dreams and promote financial wellbeing for all. We are the home of the top financial security professionals. Together, we are Finseca.

Events

Finseca events put insight and intentionality front and center, helping financial security professionals protect and enhance the financial well-being of people, families, and businesses everywhere.

Insights

As the home of the top financial security professionals, Finseca will elevate the reputation and visibility of the work our members do.

Resources

Access searchable content in one place! It has never been easier to find what you need to accelerate your business and maximize results. From deeper dives into diverse topics on policy and regulation, to one-pagers and webinars featuring experienced industry leaders, the Finseca Resource Library is your one-stop shop for quick and actionable tools.

Communities

Finseca’s Communities are designed to help meet the needs of each unique community within the financial security profession. Our model brings the profession together for issues that impact everyone, while also providing a customized, community-focused structure for discussion and collaboration in a more intimate setting for different areas of the profession.