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.
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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
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