| |
A Community of Advisors Working on Roth Issues… Join now and save $1,697.
Because you need a balanced, organized approach to lead clients, prospects and allied professionals through the 2010 Roth analysis opportunities and beyond…
Join Elaine Floyd, CFP®, Horsesmouth's Director of Retirement and Life Planning, as we use the last six months of 2010 to bring guidance, clarity and utility to the Roth conundrum…
"I was looking for a process to make intelligent decisions about Roth Conversions, not guesses. Session One of the program dispelled many myths about the process and gave me education that puts me ahead of my peers and other professionals, and now I can begin objective reviews of conversion options for clients." — Leo O'Connor, Binghamton, NY "I was concerned about a lot of the talk that is going on concerning converting to a Roth, and I wanted dependable answers. Elaine does a very credible job as host providing a deep presentation with strong facts, and the program has allowed me to be more knowledgeable about Roth IRA conversions."—Delmar Gillette, Newport News, VA |
|
Elaine Floyd, CFP® |
 |
Yes, I want to join Elaine Floyd's Roth Mastery Study Group and use the last six months of 2010 to maximize the leadership I can provide on Roth analysis (and possible conversions). I want to educate clients and prospects about Roth and build stronger ties with strategic allies in estate planning and tax accounting. I save $1,697 when I join now at this special introductory rate offer of $497.
Your Roth Mastery Series Program includes:
 |
|
Conduct the Best
Roth Analysis |
WEBINAR TRAINING and GUIDE
A four-part, weekly Roth Mastery webinar series (starting November 3rd and repeating each month for one full year) that guides you through all major aspects of the Roth issue, including these sessions:
|
|
SESSION ONE |
|
15 Roth Scenarios: Guidelines for Analyzing Your Clients' Conversion Options
(The first Wednesday each month for one full year)
Roth Mastery begins with understanding how to assess the wide range of potential conversion scenarios a client may face. Mini-case studies demonstrate how to analyze cases using Horsesmouth's Roth Conversion with Distributions Calculator. Access to the online calculator and step-by-step calculator instructions included.
|
|
SESSION TWO |
|
The Nuts and Bolts of an Effective, Efficient Roth Conversion Plan, Part 1
(The second Wednesday each month for one full year)
Topics covered include:
- How to develop a Roth conversion plan for each client
- How much to convert
- When to convert
- How to convert
- Recharacterization and reconversions
|
|
SESSION THREE |
|
The Nuts and Bolts of an Effective, Efficient Roth Conversion Plan, Part 2
(The third Wednesday each month for one full year)
Topics covered include:
- Advanced Roth topics
- Understanding basis and aggregation rules
- Converting 401(k)s and other qualified plans
- Distribution rules
- Estate planning
- Roth mistakes
|
| SESSION FOUR |
|
Your Fall 2010 Roth Countdown Campaign: Leadership, Opportunity and Solutions
(The fourth Wednesday each month for one full year)
- Client education and marketing programs
- Webinar: Walk-through of client seminar
- Marketing guide with ideas for using Roth to develop business including guidance on using the programs marketing materials: Invitations, letters, press releases, etc.
How the Webinar Training Works: You may attend each session as often as you'd like for one full year. Each session will include a study guide to support and enhance the material presented in each session. You'll receive the guides as PDFs during the class and receive a final, printed, three-hole punched, combined guide at the end of the program, for easy storage and access in a Roth Mastery binder.
Each webinar will run approximately 45 minutes. All Roth Mastery webinars are recorded for easy, on-demand replay on a WebEx webinar platform that makes viewing and reviewing easy for your demanding schedule. Each program is repeated and updated each month. ($499 value)
|
|
ANALYTICAL TOOL
|
|
|
|
|
Effectively conduct Roth analysis | Roth Conversion with Distributions Calculator: Roth Mastery participants receive full access to Horsesmouth's new Roth Calculator. We've examined more than a dozen calculators, and while no one calculator is absolutely perfect for every situation, the Horsesmouth Roth Calculator and accompanying resources will enable you to efficiently conduct a serious and highly useful analysis of Roth cases. ($299 value)
|
|
CLIENT PRESENTATION (FINRA reviewed)
|
|
 |
| Customizable client education presentation | "Tax-Free Income for You and Your Heirs: What You Need to Know About Roth Conversions Right Now" Customizable client education and workshop presentation. You get 25+ slides and 12+ page presentation speech. Ideal for large groups or one-on-one presentations. ($499 value)
PRESENTATION LICENSE
Membership in the study group also includes the license to present the "Tax-Free Income for You and Your Heirs: What You Need to Know About Roth Conversions Right Now" workshop/seminar throughout 2010. |
|
CLIENT REFERENCES |
|
Roth Articles Reprint Series: Five (5) articles about common Roth issues written by Elaine Floyd, CFP®, Horsesmouth's Director of Retirement and Life Planning. You receive the articles in PDF format. Send electronically or print for your own distribution. You receive the right to share these articles with an unlimited number of people as long as you are an advisor and you share them only with your clients and prospects and strategic allies. Article titles include:
- Should You Convert to Roth If You're Older Than 70 and Half?
- Taxes Will Make or Break 2010 Roth Conversion
- How to Protect Yourself From Future Tax Bills
- Roth Nuances You Need to Know
- How to Avoid Taxes on Roth Withdrawals
These articles are ideal for a client drip-communication program. Send out one at a time, share individually with specific clients and/or use however you like during your Fall Roth campaign. ($499 value) Downloadable immediately on thank you page when you order.
|
| |
Roth Client Reference Card (Pak of 50): This durable, two-sided, coated card is a brief overview of all the major aspects of a Roth analysis and possible conversion. Designed to easily explain the main Roth topics so clients can have it for quick refresher. Ideal for take-away for meeting or workshop. ($99 value) |
|
MARKETING MATERIALS (FINRA reviewed)
|
|
Fall 2010 Roth Countdown Campaign Marketing Materials. Use these materials -- workshop descriptions, brochure, posters, invitations, and press release—for your Roth 2010 Countdown marketing campaign this fall. It's everything you need to promote your client education workshops. ($299 value) |
|
SPECIAL BONUS (FINRA reviewed) |
|
Strategic Alliances Roundtable Program (Roth 2010). There's no better way to demonstrate your leadership and commitment to your community, and the development of its professional class, than by hosting an annual roundtable on an important topic.
In this special, partial beta launch of Horsesmouth's new Strategic Alliances Roundtable Program only available to Roth Mastery subscribers, you'll get everything you need to organize, host and run a roundtable discussion in your community with estate planning attorneys and tax accountants of your choosing.
This professional development session is designed to help you bring together allied colleagues who can share insights, resources and perspective on important common client issues—in this case, Roth analysis and possible conversion.
Program includes specific instructions on who to invite, how to extend invitations, how to recruit allied speakers, how to organize the agenda, how to host the meeting and how to do smart, professional follow up that enhances your status and reputation in the community—the real key to ultimately building strategic referral alliances. ($499 value) |
|
PRESENTATION LICENSE |
|
Membership in the study group also includes the license to present the"Strategic Alliances Roundtable Program" throughout 2010.
PLEASE NOTE: You are receiving the beta Roth Roundtable module of the Strategic Alliances Roundtable Program as a bonus for joining the Roth Mastery Program. Starting in 2011, the Strategic Alliances Roundtable Program will deliver a full-blown strategic alliances program. At that time, you'll be invited to join the program at a special introductory rate. Meanwhile, you're free to use the Roth Roundtable module as part of your Roth 2010 marketing program this fall. |
Save 77% When You Join Horsesmouth's
Roth Mastery Study Group 2010 with Elaine Floyd! |
|
Become a member of Elaine Floyd's Roth Mastery Study Group for only $497—77% off the full $2,194 price, a $1,697 savings.
This is a limited-time, special offer. |
Be Prepared for the 2010 Roth Conversion Tsunami |
|
If you feel bombarded by Roth Conversion propaganda, just wait until this fall. The consumer financial media is planning a final blizzard of Roth Conversion features for this fall as the 2010 deadline approaches.
The Roth Mastery Study Group is about providing an objective, reliable community you can turn to for advice and insights as you finish the year strongly working with clients and prospects around the Roth issue. The only agenda the group has is to help you help your clients conduct the best Roth analysis and make the right decisions for each client's situation.
Remember, for the special rate of $497, you get:
-
 |
| Share Roth Articles With Clients | Weekly Roth Mastery Study Group for one full year (complete access to all session recordings, slides and resources)
- Roth Mastery Binder and Study Guide Materials
- Roth Calculator With Distributions—online access
- Client Workshop Presentation—speech and slides
- Roth Articles Reprint Series—rights to unlimited use with clients, prospects and strategic allies - Downloadable immediately on thank you page when you order.
- Roth Client Reference Card Pak (50)
- Fall Roth 2010 Marketing Campaign
We've never offered so much value in one program for such a low price. But we want our advisor friends to benefit from the full "leadership dividend" the Roth opportunity presents in the second half of 2010. So go ahead and join the Roth Mastery Study Group now.
PLUS: You get, completely free, our new Roth Roundtable for Strategic Allies , an amazing way to strengthen your ties with Strategic Allies in your community.
This is a limited time offer. Don't miss out!
Your Roth Mastery Study Group fee will be charged directly to your credit card. Our online process is secure and you can safely provide your credit card information in the form below.
|
|
|
FOR INSTANT SERVICE Call Toll Free:
1-888-336-6884 ext 1 (Outside U.S.: 1-212-343-8760)
Or simply fax this form to:
212-363-9526 | | |