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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

Finseca Leadership Forum | Digital Event

A digital event designed with leaders in mind. Learn cutting-edge strategies intentionally focused on designing, recruiting, and inspiring high-performing teams while connecting with other leaders within the profession. Conference participants will be motivated and fueled by their sense of purpose to keep learning, push the boundaries of what leadership looks like, and be connected to…