November 10, 2011
4:00 p.m. – 4:45 p.m. (ET)
As year-end approaches, it is time to review your clients’ and prospects’ IRAs to make sure they are in good shape. Join us for our webcast on November 10, 2011, from 4:00 p.m. – 4:45 p.m. to hear about year-end best practices for your clients—and your IRA business. Register now.
During this webcast, you will learn ways to enhance your reputation as a retirement solutions provider, including how to:
- Ensure your clients satisfy their required minimum distributions (RMDs) using NetX360®.
- Help your clients and prospects review and update their IRA beneficiary designations when needed
- Segregate inherited IRA or plan assets on a timely basis to ensure maximum flexibility for your clients and prospects
Identify year-end Roth recharacterization and conversion opportunities.
- Talk with your clients about consolidating assets to simplify the planning process.
We hope you can join us and encourage you to share this invitation with associates at your firm who also may benefit from this webcast.
We look forward to your participation on November 10.