ANNOUNCING OUR NEW IRA LEGACY BUILDER SEMINAR AND TRAINING COURSE!!
The leading producers in our industry have mastered the ability and techniques to effectively tap into the $10 trillion IRA market.
Join top producer Shawn Moran as he shares his strategies to dramatically increase your business through advanced IRA planning.
Click here to sign up.At the training, all participants will:
- Get 8 hours of live agent-led training on IRA planning strategies
- Learn the 7 Do's and Don'ts of IRA planning
- Understand better the fact and fiction of Stretch IRA planning
- Know how to choose the right custodian for an IRA
- Lean the finer points of the tax code to differentiate themselves from the competition
- See a live and proven IRA seminar presentation
Attendees will receive:
- Live agent-led 2 day training;
- Step by Step IRA Training Manual
- DVD of live presentation of IRA Legacy Builder seminar
- Reference CD of 3rd party articles endorsing the importance of proper IRA planning
- Discounted and customized Stretch IRA Software
- Attendees who are contracted with Tarkenton Financial will also receive a 60 minute client-ready IRA Legacy Builder Seminar.
- Discounted and customized Stretch IRA Software,
order here.
All Tarkenton Financial agents who want to give the IRA Legacy Builder Seminar will be required to attend this informative and valuable 2 day training. But, all insurance and financial professionals will benefit greatly from this training course!
Additional Training Dates for 2008:
December 4 & 5All cancellations must be made 14 days prior to training, otherwise the training fee will not be refunded.
Your Host: Shawn Moran, President of Elder Advisors Group, LLC
Shawn Moran is the founder and president of Elder Advisors Group, LLC, an agency dedicated to providing reliable solutions to the financial security and income concerns of today's retirees and pre-retirees. Shawn is a member of the West Virginia Association of Insurance and Financial Advisors, as well as of the Charleston Estate Planning Council. He has qualified each of the past three years for inclusion in the prestigious Court of the Table of the Million Dollar Roundtable, and has qualified this year for the Top of the Table of the Million Dollar Roundtable. Shawn has worked with Tarkenton Financial since 2003, consistently ranking in the top ten producers group of the company. He is the author of "Protect Your Retirement in Uncertain Times" and is a popular seminar speaker, having addressed hundreds of groups on the challenges faced by today's retirees. Elder Advisors Group, LLC is a member of the Better Business Bureau, and Shawn serves on the advisory board for the Better Business Bureau of West Virginia and Southern Ohio.
