Register for Our Upcoming Live and Masterclass Programs
Retirement accounts represent one of the largest and most tax-sensitive assets many clients will own. The rules governing IRAs and employer-sponsored retirement plans affect contribution decisions, rollovers, Roth strategies, lifetime distributions, charitable planning, required minimum distributions, and wealth transfers at death.
This new masterclass is organized around the way advisors work with clients—not around isolated Code sections. Participants follow the complete retirement account lifecycle and apply the rules through recurring case studies, decision trees, correction exercises, and advisor-ready planning tools.
Details:
- Duration: Four sessions, each including a 1.5-hour presentation followed by a 30-minute live Q&A.
- Dates: February 3, 10, 17, 24.
- Format: Interactive PowerPoint presentations
Continuing Education Credits:
Each session will be approved for CE credits for the CFP designation, as well as for those requiring IAR and CPE credits, ensuring advisors stay compliant while enhancing their expertise.
Join us for this in-depth series to elevate your retirement accounts knowledge!
Retirement Accounts Masterclass Session #1: BUILD IT Choosing, Establishing, and Funding Retirement Accounts Wed, Feb 03, 2027 | 12:00 PM - 02:30 PM | View Agenda |
Retirement Accounts Masterclass Session #2: MOVE IT Transfers, Rollovers, Roth Planning, and Common Mistakes Wed, Feb 10, 2027 | 12:00 PM - 02:30 PM | View Agenda |
Retirement Accounts Masterclass Session #3: USE IT Lifetime Distributions, RMDs, QCDs, and Tax-Efficient Withdrawal Planning Wed, Feb 17, 2027 | 12:00 PM - 02:30 PM | View Agenda |
Retirement Accounts Masterclass Session #4: PASS IT ON Beneficiary Planning, SECURE Act Rules, and Inherited Retirement Accounts Wed, Feb 24, 2027 | 12:00 PM - 02:30 PM | View Agenda |
Program Pricing
Purchase Your Pass for Our On-Demand Medicare Masterclass
Mastering Medicare: Learn Your A, B, and Ds with CEs
Join two of our highest-rated speakers for a lively and insightful discussion about Medicare. Plus, they'll show you the five biggest things financial advisors need to know about Medicare to help your clients avoid mistakes.
Who Should Participate: Financial professionals with clients nearing Medicare eligibility or currently enrolled in Medicare, advisors looking for tips to optimize Medicare coverage for clients and evaluate Medicare plans.
| Masterclass Session 1: Preparing for Medicare | View Agenda |
| Masterclass Session 2: Getting to know Medicare | View Agenda |
| Masterclass Session 3: Enrolling in Medicare | View Agenda |
| Masterclass Session 4: How to Avoid IRMAA | View Agenda |
| Masterclass Session 5: Living with Medicare | View Agenda |
Why Should You Attend Our Masterclass Programs?
Distinguish yourself from your competition and strengthen your planning knowledge with our new 4-session Masterclass programs!
Taught by leading subject-matter experts across the financial planning sphere, our Masterclass programs are designed to help you gain a comprehensive understanding of today's most relevant topics, strategies, and tools to improve the probabilities of success for both your clients and your business.
Segments & Quizzes
& On-Demand Content
