Advanced Strategies with Qualified Plans, PLUS What You Need to Know About Veteran’s Benefits

Join us on Thursday morning, June 12th to sharpen your advice to clients about their qualified plans. We’ll help you help them to get the most out of their retirement accounts. Among other things, we’ll cover:

-         Who should be the beneficiary of your client’s IRA?

-         How IRA planning can help you retain assets under management

-         Choosing IRA beneficiaries in a blended family

-         When IRAs lose their legal protection

We'll also show you how to be a hero to clients facing expensive long-term care, as we welcome Special Guest Speaker Scott Ferguson, ChFBC, CLTC to give you a good working knowledge of the little-known Veteran's Benefit available to so many veterans and their spouses, even if the Veteran did not see combat!  If a veteran or a veterans' widow qualifies for the benefit, it can lead to an annual paycheck of over $25,000 in tax free dollars to help defray the cost of long-term care.

Register now to enjoy 3 FREE CE credits (Life Ins, CFP, CPA), continental breakfast, networking & much, much more!