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The Roth Factor: A Conversion Opportunity
Looking to gain the inside track on a rare opportunity
for your clients – and your business?
Roth IRA changes, scheduled for January 1st, 2010 allow you to do just that!


Join us in downtown Boston, on April 28th, 2009 and learn how to use Roth IRA to contribute to your firm’s asset growth in 2009 and 2010.  Click here to register now!

A unique event to gain the necessary information – investment, tax and marketing insights – on this time-sensitive tax change. Leading industry experts – Ben Norquist of Convergent Retirement Plan Solutions www.convergentrps.com and Mike Slemmer & Bev Flaxington of Advisors Trusted Advisor – show you actionable strategies to capitalize on this limited chance to build your business with Roth Retirement solutions.

The Roth Factor: A Conversion Opportunity
Workshop 

April 28th, 2009
The Batterymarch Conference Center
60 Batterymarch Street
Boston, MA 02110
617-556-8000
9-12, with extra session from 12:30-1:30

Fee: $445 Early Bird: $345 (registration prior to April 7th)
Agenda
  • Background and implications of the new Roth rules
  • The competition for retirement assets – how to "stand out" and how Roth Conversion can be a strong differentiator for your firm
  • How to integrate Roth into current selling and marketing activities – how to find your target prospects, market to existing clients and be ahead of your competition
  • Introduction to the Roth Conversion Optimizer – an online tool to help you quickly assess your clients’ situation and help them make the decision
  • Q & A
Why Learn About Roth IRA?
On January 1 of 2010, roughly $1.4 trillion of traditional IRA money will immediately become eligible for conversion to a Roth IRA. In addition, huge sums in qualified employer plans will potentially become eligible for conversion to a Roth IRA. Those with a high net worth will be inundated with opportunities to convert, but advisors who get to these prospects first – and are able to position themselves as experts – will have the edge for this and a broader relationship.

To Register:
Click here to register online or call Mike Slemmer at 888-580-9473.
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