Tax Trap Avoidance in the Senior Market (NAIFA EduCall)

Tax Trap Avoidance in the Senior Market

Understand the issues that concern retirees and how you can become their trusted advisor. Discover how to help your clients avoid tax traps and leverage their IRA nest eggs.

Instructor: Greg Gagne

What is an EduCall?

An EduCall is an educational conference that provides a convenient way for you to stay current on timely topics and issues that can enhance your business. Learn from some of the best sources within the insurance and financial services industry, without leaving your home or office.

What are the Benefits of an EduCall?

• Minimal Registration fee allows you to invite as many participants as you wish to listen at your location
• Receive up-to-date, concise information that you can use to improve and increase your business;
• Paricipate in a live Q&A segment at the end of each call to get expert answers to your most pressing questions
• Obtain programming materials to share with your co-workers – great for business planning, goal setting, and future reference.

How does an EduCall work?

It’s simple. Once you register for your desired topic, you will receive a confirmation email with dial-in instructions for accessing the call. A second email will provide corresponding materials and handouts, if applicable. After the call, you will receive a CD of the recorded presentation.

Three Easy Ways to Register:

By phone: Call the NAIFAMemberServicesCenter at 1-877-8660-2432

By fax/mail: Complete the registration form and fax it to 703-770-8107
Mail to:
NAIFA Member Benifits-EduCalls
2901 Telestar Court
Falls Church, VA 22042

Online: Register at www.naifa.org/benefits/education/educalls.cfm

Cost:

Member & Non-Member Fees

One Topic: $25.00 $50.00

Two Topics: $45.00 $90.00

Three Topics: $65.00 $130.00

Entire Series: $125.00 $250.00