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11/15/2017 10 Essential IRA Tips for Helping Clients Save Taxes and Avoid Penalties - Denise Appleby - LIVE WEBINAR

1 hr CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL CE -

As is evidenced by numerous IRS private letter rulings, court cases, and other official sources, mistakes with IRA transactions is a common occurrence.


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Retail:  $39.00      
Includes CE reporting fees and elearning/audio versions delivered after the event.

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LIVE Webinar Date & Time:   Wednesday, November 15, 2017 12:00 PM - 1:00 PM EST

This course is a LIVE Webinar!          
 Webinar - Rebroadcast    Elearning course    MP3 Audio download and pdf handout
Webinar attendees receive CE credit without the need to take an online quiz.
Presenter:
Denise Appleby, APA, CISP, CRPS, CRC®, CRSP, IRA Strategies for Mistakes Prevention Expert Denise Appleby, APA, CISP, CRPS, CRC®, CRSP, IRA Strategies for Mistakes Prevention Expert
Webinar attendees also receive the Elearning & Audio versions one week after the live webinar.

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About this course:

As is evidenced by numerous IRS private letter rulings, court cases, and other official sources, mistakes with IRA transactions is a common occurrence.

 

These mistakes can result in loss of tax-deferred status, and penalties being owed to the IRS.

 

This can lead to years of accumulated savings being lost to higher tax rates and penalties, plus the loss of the benefit of tax-deferred growth.

 

Advisors need to put measures in place to help their clients avoid making these mistakes; and where possible, correct mistakes that have already been made.

 

In this one-hour session, you will learn how to:

  1. Prevent rollover mistakes that can cost clients their IRAs;

  2. Help clients ensure that the 'right' person inherits their IRAs;
  3. Understand how clients can ensure that they do not make mistakes with RMDs.

Your instructor for this professional development webinar is:

Denise Appleby, APA, CISP, CRPS, CRC®, CRSP, founder and owner of Appleby Retirement Consulting, Inc, a firm that provides IRA tools and resources for financial and tax professionals. She has over 15 years of experience in the retirement plans field, and has co-authored several books and written over 400 articles on IRA rules and regulations.

 

Denise is also CEO of the consumer website that provides free information about IRAs, www.retirementdictionary.com.

 

Denise held several senior retirement plans related positions with Pershing LLC, which includes Vice President of Retirement Plans Products and Services, Retirement Plans Manager, Trainer, Training Manager, Compliance Consultant, Technical Help Desk Manager and Writer. Denise has extensive experience with training the staff and financial advisors of many broker-dealers on retirement plans related topics. Denise has also provided training to hundreds of financial advisors, as well as tax and legal professionals on the rules and regulations that govern IRAs, SEP IRAs, SIMPLE IRAs and qualified plans.

 

Denise's wealth of knowledge in retirement plans led to her making appearances on CNBC's Business News, Fox Business Network and numerous radio shows, as wells as being quoted in the Wall Street Journal, Investor's Business Daily, CBS Marketwatch's Retirement Weekly and other financial publications, where she gave insights on retirement planning. Her expertise and knack of explaining complex retirement plans rules and regulation, so that they are easily understood, created a demand for her to speak at various conferences and seminars around the country.

 

Retirement Speakers Bureau

Moderator: Betty Meredith, CFA, CFP®, CRC®, Int'l Retirement Resource Center Managing Member and InFRE's Director of Education and Research

 

Please visit the Retirement Speakers Bureau to find out how you can request these presenters and other industry leaders to speak at your next meeting, conference, or other event.

Your satisfaction guaranteed: We know that you will be pleased with your purchase of this product. If, however, you are not completely satisfied with these courses, see our refund policy.

Specifications: 60 minute webinar course
SKU: 03IRRC10EssentialIRAWebinar17
Knowledge Level: 3 - Intermediate

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