Gain practical and resourceful guidance on retirement
and estate planning
There were two married couples, the Rushers and the Planners, with identical earnings records and investments. The Rushers didn’t attend this program and ended up running out of money. The Planners attended, utilized the recommended strategies, and when the Rushers ran out of money, the Planners had $2,013,881 to leave to their heirs. Be a planner, not a rusher. Attend this workshop.
Meet the instructor
James Lange, best-selling author, CPA and attorney, is the President of three interrelated companies that provide estate & trust preparation, tax planning and preparation, and financial services to IRA and retirement plan owners. He is a nationally recognized IRA, 401(k) and retirement plan distribution expert and the Founder of The Roth IRA Institute™.
Ethics information has been integrated throughout this program. To receive ethics credit, you must attend the entire course.
Course materials are not available for separate purchase.
|Formats Available: Attend In-Person, Live Webcast + Streaming, Simulcast|
Original Product Date: July 11, 2017
On-Demand Release Date: Available Now