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OnDemand Webinar

Why Everything You Know About Roth Conversions May Be Wrong

Learn to capture your share of the multi trillion dollar IRA rollover marketplace. Most advisors have been ambivalent at best about the Roth conversion. This OnDemand Webinar will give you clarity so that you can recommend specific, accurate advice to your prospects and clients.


Runtime: 87 minutes
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Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

How Most Advisors Miss the Boat on Roth Conversion Recommendations

Why Roth Conversion Calculators Are Inappropriate and Useless (And Incorrect)

Learn the "Heads You Win, Tails You Don't Lose" Strategy for Roth Conversion

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More Program Information

Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Webinar

This course was last revised on November 7, 2011.

Call 1-866-352-9540 for further credit information.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

John Bledsoe

John Bledsoe Associates

  • Serves as consultant to several of the largest securities and insurance companies in the nation
  • Certified financial planner (CFP)
  • Chartered life underwriter (CLU)
  • Chartered financial consultant (ChFC)
  • Accredited estate planner (AEP)
  • Certified in long term care (CLTC)
  • Qualified for MDRT’s esteemed Top of the Table every year, including his first year, 1988
  • Written more than 1,000 financial articles for newspapers and magazines, and has authored four books: Rock Solid Estate Planning, Texas Living Trust, Roth to Riches, and The Gospel of Roth
  • M.S. degree in financial services
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More Program Information

Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

  • Live Webinars
  • OnDemand Webinars
  • MP3 Downloads
  • Course Manuals
  • Audio Recordings*
  • Executive Reports
  • White Papers and Articles
  • Sponsored Live Webinars

Additional benefits include:

  • State Specific Credit Tracker
  • Members Only Newsletter
  • All-Access Pass Course Concierge

* For audio recordings you only pay shipping

Questions? Call 877-296-2169 to speak with a real person.

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Access to all training products for one year
$699/year

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With the All-Access Pass there is no guessing what you will need for your yearly training budget. $699 will cover all of your training needs for an entire year!

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Product ID: 388156
Published 2011
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Available in Multiple Formats

Purchase this course and learn on your schedule!