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A Comprehensive Guide to Optimizing Retirement Planning: Maximizing Your Clients’ Financial Future

Are you ready to expand your practice and offer comprehensive retirement planning services? Look no further! Delve deeper into the realm of IRAs an...

Event Overview

Are you ready to expand your practice and offer comprehensive retirement planning services? Look no further! Delve deeper into the realm of IRAs and qualified retirement plans with this comprehensive eight-hour course tailored for financial practitioners. Understanding the intricate tax implications, design options, and strategic considerations of these plans is essential for meeting your clients’ diverse retirement needs effectively. By the end of the program, practitioners will emerge equipped to confidently advise clients on a myriad of retirement planning strategies, enhancing their expertise and credibility in the field.

Explore the intricacies of different IRAs, ranging from traditional to Roth, and gain valuable insights into SEPs, qualified plans, and contribution plans. Navigate through the complexities of 401(k) plans, including Roth 401(k)s, and master the art of seamlessly navigating minimum distribution rules. Through practical highlights, case studies, and real-world scenarios, this course empowers practitioners to not only select the optimal retirement plans for their clients’ unique financial goals but also to provide personalized retirement solutions tailored to individual needs. Don’t miss out on this opportunity to elevate your practice and establish yourself as a trusted advisor in retirement planning. Enroll today and embark on a journey towards maximizing your clients’ financial future!

Event Sessions

Monday, November 4, 2024
Day #1
A Practitioner’s Guide to IRAs and Qualified Retirement Plans
Taxes | 8 Credits
Arthur Werner
09:00 AM to 05:00 PM America/New_York

Are you ready to expand your practice and offer comprehensive retirement planning services? Look no further! Delve deeper into the realm of IRAs and qualified retirement plans with this comprehensive eight-hour course tailored for financial practitioners. Understanding the intricate tax implications, design options, and strategic considerations of these plans is essential for meeting your clients’ diverse retirement needs effectively. By the end of the program, practitioners will emerge equipped to confidently advise clients on a myriad of retirement planning strategies, enhancing their expertise and credibility in the field.

Explore the intricacies of different IRAs, ranging from traditional to Roth, and gain valuable insights into SEPs, qualified plans, and contribution plans. Navigate through the complexities of 401(k) plans, including Roth 401(k)s, and master the art of seamlessly navigating minimum distribution rules. Through practical highlights, case studies, and real-world scenarios, this course empowers practitioners to not only select the optimal retirement plans for their clients’ unique financial goals but also to provide personalized retirement solutions tailored to individual needs. Don’t miss out on this opportunity to elevate your practice and establish yourself as a trusted advisor in retirement planning. Enroll today and embark on a journey towards maximizing your clients’ financial future!

Session Description Read Less

Event Instructors

Arthur Werner

Philadelphia, PA
Partner, Werner -Rocca Seminars

Arthur Joseph Werner, JD, MS in Taxation, serves as president and shareholder of Werner-Rocca Seminars, Ltd., specializing in lectures on business, tax, and estate planning for affluent individuals. A past adjunct professor at Philadelphia University’s Master of Science in Taxation program, Werner brings a solid educational background with a B.S. in Accounting and an M.S. in Taxation from Widener University, complemented by a J.D. from Delaware Law School. A seasoned speaker, he has delivered over 3000 eight-hour seminars and numerous webinars, focusing on Estate Planning, Financial Planning, and Estate and Gift Taxation for CPAs and Financial Planners. His expertise is recognized with top speaker ratings in Pennsylvania and prestigious awards for discussion leadership from CPA institutes in Nevada, Florida, and South Carolina.

About Instructor Read Less

All of our seminars and conferences are NASBA approved  according to the Statement on Standards for Continuing Professional Education (CPE) Programs (Standards).

Your Registration Includes:

  • Virtual live instructor lead presentation
  • Q&A with the live instructor
  • Course materials (PDF & Sample Materials)
  • One year access to course materials
  • Completion certificate

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