JOIN OUR VIRTUAL IRA CLASSROOM—APRIL 24-27, 2023
(Sessions will be recorded and replays will be available for 60 days)

IRA Planning Workshop: SECURE Act Strategies for Guiding Clients Right Now!

Clients want advisors who understand taxes and IRA retirement planning. Get a full update and download on new insights, tips, and strategies. Join Jeffrey Levine for four days of virtual learning

PROBLEM: Managing IRAs in retirement is difficult because people don‘t know how to coordinate them and now things just got even more complicated. The SECURE Act complicates IRA, tax and estate planning.

• Rules are always changing and even advisors need guidance now more than ever…
• Clients often make costly mistakes and suffer penalties, unnecessary taxes, and other unintended consequences.

SOLUTION: Boost your IRA expertise and stand out to prospects and clients. Show them the tax-smart way to tap accounts in retirement and leave strong legacies for their families. 

Yes, please sign me up for the four-day IRA Planning Workshop: Secure Act Strategies for Guiding Clients Right Now for the price of $1,397. You must be an active Savvy IRA Planning for Boomers member to receive this deal. For non-members, Savvy IRA Planning for Boomers package will be added to your order for the discount price of $497. Total Price: $1,894, plus shipping. 

Program Overview

Day 1: Monday, April 24
12:00 PM EST/9:00 AM PT – 3:30 PM EST/12:30 PM PT

Session 1: Big Changes from Recent Laws + Overview of Current Retirement Market Place
12:00 pm ET/9:00 am PT- 1:15 pm EST/10:15 am PT

Session 2: How to Properly Evaluate Clients' Rollover Options When Leaving an Employer
1:30 pm EST/10:30 am PT–2:30 pm EST/11:30 am PT

Session 3: Contributions and Deductions
2:30 pm EST/11:30 am PT–3:30 pm EST/12:30 pm PT

Day 2: Tuesday, April 25
12:00 PM EST/9:00 AM PT – 3:30 PM EST/12:30 PM PT

Session 3 cont: Contributions and Deductions
12:00 pm ET/9:00 am PT- 12:30 pm EST/9:30 am PT

Session 4: Integrating IRA Planning with the Client’s Overall Plan
12:30 pm ET/9:30 am PT- 1:30 pm EST/10:30 am PT

Session 5: Roth planning for 2023 and beyond
1:45 pm EST/10:45 am PT –3:30 pm EST/12:30 pm PT

Day 3: Wednesday, April 26
12:00 PM EST/9:00 AM PT – 3:30 PM EST/12:30 PM PT

Session 6: Everything You Ever Wanted to Know About Lifetime RMDs…And More!
12:00 pm ET/9:00 am PT- 1:30 pm EST/10:30 am PT

Session 7: Estate Planning for Retirement Accounts
1:45 pm EST/10:45 am PT –3:30 pm EST/12:30 pm PT

Day 4: Thursday, April 27
12:00 PM EST/9:00 AM PT – 3:30 PM EST/12:30 PM PT

Session 8: Building Your Business Around Savvy IRA Planning
12:00 pm EST/9:00 am PT- 3:00 pm EST/12:00 pm PT

Benefits of Virtual Classroom

• Learn for three and a half hours a day and still have time to call clients and manage your business
• Advanced technology allows you to learn and interact with others during the workshop
• Live session are broadcast on Zoom—a free platform that is easy to use
• Missed something? Access the recordings later for clarification on certain topics
• Get all the IRA knowledge from the comfort of your own home—no traffic, airports, or missed family time

Instructional material

You will receive full workshop materials shipped to your address below. (PLEASE DOUBLE-CHECK YOUR MAILING ADDRESS WHEN COMPLETING YOUR REGISTRATION BELOW): classroom manual, handouts, case studies, slides, etc.

CE Credit

Holders of the CFP designation will qualify for 11.5 CE credits. You will have to attend the live session OR watch the recordings and complete an assessment for each section.

BONUS: Next Steps, One-on-One Action Plan Coaching Session—30 minutes

Take immediate steps to put your learning into action. After you’ve returned home, Learn-It-All attendees get a complementary coaching session with Horsesmouth’s executive coach Chris Holman. Meet with Chris over the phone for 30 minutes; discuss your key take-aways from the workshop; discuss your key goals for integrating Social Security into your business; complete a one-page action plan to guide you in your next steps. ($299 value)

Presenter: Jeffrey Levine, CPA/PFS, CFP®, CWS®, AIF®, MSA

As an advisor and CPA, Jeff Levine knows exactly how to build a retirement business on IRAs and tax planning.

Jeff is the Chief Planning Officer at Buckingham Strategic Wealth Partners, one of the country’s largest independent RIAs, where he leads the company’s evidence-based planning initiatives and helps to ensure its advisors are equipped with the latest financial, tax, and estate planning strategies.

Jeff also serves as the “Lead Financial Planning Nerd” for Kitces.com, a leading online resource for financial planning professionals. Previously, Jeff founded and oversaw his own wealth management firm, BluePrint Wealth Alliance LLC, successfully managing the assets of business owners, senior execs, pre-retirees, medical professionals, and other wealthy investors. Other prior roles include serving as Ed Slott & Company’s chief retirement strategist.

In 2020, Jeffrey was named to Investment Advisor Magazine’s IA25, as one of the top 25 voices to turn to during uncertain times. Also in 2020, Jeffrey was named by Financial Advisor Magazine as a Young Advisor to Watch. He is a past recipient of the Standing Ovation award, presented by the AICPA Financial Planning Division for "exemplary professional achievement in personal financial planning services," and was also named to the 2017 class of 40 Under 40 by Investment News, which recognizes "accomplishment, contribution to the financial advice industry, leadership and promise for the future."

Virtual Classroom

Your workshop will be delivered directly to your home or office through the Zoom platform. All attendees will be invited to a technology set-up call the week before the workshop. As with a live classroom, you will be able to ask Jeff questions throughout the four classroom sessions. Because each day is only three hours, you’ll still be able to keep up with work, conduct client meetings, and start planning how you’ll use your IRA expertise soon with clients and prospects.

Cancellation and Refund policy

Your workshop registration fee is 100% refundable if you cancel and contact Horsesmouth’s Member Support team 30 business days or more before the event. You must call to receive a cancellation confirmation number. You can reach Member Support at 1-888-336-6884, ext. 1.

Cancellations received between 7-29 days prior to the event will receive a Horsesmouth store credit of 50% of purchase price towards a future event, subscriptions or products, minus $100 processing fee. For cancellations received 6 days or less prior the event, no refunds will be made nor store credits given.

Substitutions/name changes may be made at any time prior to the event without penalty.

Can’t Make It Now?

Click this link and we’ll add you to our workshop information list. When a new workshop date is announced, you’ll get notified.

FOR INSTANT SERVICE, Call Toll Free: 1-888-336-6884 ext. 1
(Outside U.S.): 1-212-343-8760