Speaking Engagements
2010
- Secured Financial Solutions, LLC Power Producers Conference on IRA Planning & Roth IRAs Utilizing Annuities
- 10-Part IRA “Learn it Now” Course with Robert S. Keebler on “Paying IRAs to Trusts” and “IRA Trust Drafting”, plus Expert Panel
- The Ultimate Roth IRA Training Teleconference 6-Part Teleconference Series with co-speaker Robert S. Keebler
- Secured Financial Solutions, LLC Power Producers Conference on The 21 Overlooked Uses of Life Insurance
2009
- Investor’s Capital Corp National Conference on A Secret to Increasing Rep Production in Tough Times
- LPL Financial focus09 National Conference on “Keys to Developing a Successful Estate Planning Attorney Relationship”
- Grubb & Ellis Annual Due Diligence Meeting on Developing Effective Attorney & Advisor Referral Relationships.
- The Ultimate Roth IRA Training Teleconference Series on 1) The “Basics” of Roth Conversion Planning, 2) Advanced Roth IRA Planning and 3) Special Estate Planning for Roth IRAs with co-speaker Robert S. Keebler.
- Great Lakes Retirement Group Radio Show on The Personal Asset TrustSM & The IRA Inheritance Trust®.
2008
- Sidney Kess’ Ultimate Estate, Retirement and Financial Planning Conference on The Top 10 IRA Planning Mistakes Clients (And Their Advisors) Make! and Over 24 Commonly Overlooked Life Insurance Trust (and Tax Compliance) Opportunities
- Advisors Excel IRA College Level I and Level II Programs on the IRA Inheritance Trust® and Referral Relationships Between Financial Advisors & Estate Planning Attorneys
- American Bar Association (ABA) teleconference on Avoiding Retirement Plan Disasters: Trusts as Beneficiaries and Creditor Protection for IRAs with co-speaker, Robert S. Keebler
- PESI, LLC continuing education webinar on the IRA Inheritance Trust®
2007
- American Bar Association (ABA) teleconference on How to Avoid the Top 10 Retirement Distribution Disasters with co-speakers, April Caudill and Robert S. Keebler
- Million Dollar Round Table (“MDRT”) Annual Meeting (June 2007) on the IRA Inheritance Trust®
- Advanced Planning Legal Network (“APLN”) teleconference trainings on the IRA Inheritance Trust® and Watch Out for Your State Bar Ethics Rules & Be Careful With Your Marketing!
- Dennis Tubbergen’s Financial Advising Conference on the IRA Inheritance Trust®
2006
- LIMRA Advanced Sales Forum on the IRA Inheritance Trust®
- Society of Financial Service Professionals on the IRA Inheritance Trust®
- WealthCounsel’s 9th Annual National Conference on Planning After PLR 200537044: Understanding One of the Most Significant Rulings of 2005
- John Hancock Annuities 3rd Annual Premier Partner Symposium on The Hottest, Breakthrough IRA Strategy (And Huge Marketing Opportunity!): The IRA Inheritance Trust®
- PESI, LLC teleconference on The Newest Breakthrough IRA Strategy (and Client Marketing Opportunity)
2005
- First Financial Resource Fall Meeting on The Hottest Breakthrough IRA Strategy: IRA Inheritance Trust®
- AIG Seasons SunAmerica Speaking Engagement on the IRA Inheritance Trust®