On Tuesday, June 24th Dave hosted a LIVE Lunch & Learn for all of the LWP members, all of his financial professionals, and the general estate planning industry at large titled: IRA's Not Protected The Supreme Court Rules.
The complete marketing package is now available to our members and posted to the member web site. This packet includes:
- E‑blast to send to your referral sources.
- The Power Point presentation to deliver to your advisors.
- The recording of the live presentation to see how Dave presented it.
- A complete evaluation that will be a call to act to those in attendance of the program.
In this workshop you will be able to provide to your referral sources:
- An understanding of the key holdings of the recent Supreme Court decision.
- Learn the asset protection strategies available for inherited IRAs.
- Know the four requirements for trusts to qualify to own IRAs without causing taxation.
- Discover the "inside" and "outside" planning strategies we have used for years to protect inherited IRAs and provide clients with the maximum number of options at death to avoid the loss of an IRA to creditors and long-term care costs.
To locate the packet, login to the member site, hover over the “Marketing” tab and choose the “Professional Presentations” folder. Scroll down to the folder titled “IRA's Not Protected The Supreme Court Rules” and you will find the materials along with the video.
For non-members, you order your own Marketing Packet and start doing your own presentations by clicking here: http://ira.lawyerswithpurpose.com
Roslyn Drotar, Coaching, Consulting & Implementation – Lawyers With Purpose
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