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Hire me as a speaker for your organization by calling me directly at 800-387-1129 or 412-521-2732, or complete my keynote speaker inquiry form. Over the past several years, I have given 39 workshops for financial organizations around the country, and over 100 workshops for groups of individual IRA and retirement plan owners.

Sponsoring an IRA and Retirement Plan Distribution Strategies Workshop for prospective and current clients is one of the best ways to generate immediate business and cement long-term relationships.

Successful producers in the enormous 401(k) to IRA rollover business distinguish themselves by providing superior information and service, not by differentiating themselves on product. Product sales flow naturally if you demonstrate the need for action. And believe me, as one of the top IRA distributions experts in the country, I see a huge need for both information and action.

Hiring me to speak to clients generates follow-up appointments. After my talk, clients are motivated to act on the information they have learned. And, as their trusted financial advisor, your clients will look to you for implementation—that can mean more money under management. As an added bonus, you will rise in your clients’ estimation because you provided them with information critical for good retirement planning.

Financial professionals love the combination of technical and marketing information my professional workshops provide. Today, it is not enough to supply plenty of top quality technical analysis and recommendations. I also frame ways to help financial professionals bring in business.

Present the best IRA and retirement plan workshop your organization has ever heard.
Give your team of financial professionals the knowledge and tools to optimize their client’s global retirement plan strategy by making the best use of their retirement assets.
Provide the edge in wealth management with an in-depth understanding of how to manage IRAs and retirement plans.
Nail the minimum distribution rules, both before and after death, and explain their impact on long-term financial goals.
Reveal the pros and cons of a Roth IRA conversion with authoritative quantitative analysis.

I also have a strategy for getting the most value from my workshop. I don’t want to breeze in, speak for 45 minutes, and rush off to catch my next flight. It might be easier, but I am also interested in cementing relationships. I recommend presenting multiple workshops to smaller groups of clients or prospective clients. Making the same presentation a number of times to a smaller group, particularly with the financial advisor present, will generate significantly more business than one large workshop. Also, by offering multiple workshops, you are likely to capture a larger audience. Fortunately, you can stagger the workshops over an entire day.

I charge one rate for the entire day no matter how many sessions you schedule. I suggest you plan to get the biggest bang for your buck. The reason the multiple session strategy isn’t used more is because most keynote speakers want additional compensation for additional sessions. My reasoning is: if I provide you with exceptional value, value that exceeds my fee, you may have me back or refer me to your friends. I encourage you to use proven strategies that are cost effective.

Workshop sponsors in Omaha, Nebraska followed my suggestions. Over two days, we scheduled two workshops for end clients as well as two sessions for the advisors. The sponsors also addressed the end clients. Of the two presentations to the Merrill Lynch advisors, one was technical and the other focused on business and sales techniques.

During the time between the workshops, I made myself available to advisors for questions and meetings with clients. I would encourage you to speak to Steve Hruby at 402-496-5132 for an objective assessment of whether it was worthwhile for him and whether he thinks my workshop offer was a good deal.

I did a similar multiple session days in Kingsport, Tennessee where I presented four workshops in the same day. I was the keynote speaker for invited clients and potential clients. I received the highest ratings. Of particular interest was the compelling case I presented on the tax benefits of rolling money out of a 401(k) plan into an IRA. To get an objective assessment of how those workshops went, I would encourage you to call Jason Conkin, my Merrill Lynch contact in Kingsport, Tennessee, at 423-282-7517.

I just recently returned from a two day engagement in Carrol, Iowa. The workshop brought in a lot of business and made an enormous name for Jerry Janson as the town’s IRA distribution expert. Please call Jerry at 712-792-5101 to see if he agrees.

All three of these organizations used my time well and got phenomenal value for their dollar. This format is so much more effective than having only one presentation to one group.

Ideally, the best use of my time is to give a workshop geared for the financial advisors and sales force as well as multiple sessions for end clients. Though I am quite flexible, the subject matter could include the following topics:

IRA and Retirement Plan Distribution Planning (Emphasis on the Benefits of the “Stretch” IRA and Why Clients Should Roll Money from their 401(k) to the Stretch IRA)
The Ideal Beneficiary Designation of your IRA and Retirement Plan
The Economics of Roth IRA Conversions

I sometimes combine elements of two or three of these topics in one session. I charge a flat rate of $7,500, plus reasonable expenses, per day no matter how long and how many presentations I make.

My workshops focus on optimizing retirement plan distribution strategies from a tax, retirement and estate planning perspective. I offer an informative workshop that provides answers to some of the perplexing questions about retirement and estate planning including minimum required distributions and beneficiary designations. People not only give me the highest evaluation marks, many go out of their way to tell me how helpful my talk was and how much they appreciated the information.

My workshops offer concrete suggestions and peer reviewed analysis. My “plug” is encouraging clients to set up appointments with the asset management firm to implement the action points described in my talk. I have developed a number of means to get appointments on the spot.

You should not only want an excellent speaker for your sponsored workshop, but you should also want someone with outstanding credentials. I am a CPA and an attorney with over 20 years of experience in retirement and estate planning. As an attorney, I have executed roughly 1,000 retirement and estate plans. I advise as well as draft documents such as wills, trusts, and beneficiary designations of retirement plans. My recommendations combine my quantitative background as a CPA with my legal background.

I am nationally recognized in the retirement plan and IRA area. I published extensively in the finest financial and tax journals. My solution for the best estate plan for IRA owners was published by the American Institute of Certified Public Accountant’s tax journal, The Tax Adviser. That publication earned me an invitation to the most prestigious national tax workshop in the country. I also wrote an article regarding my original solution that was published in Financial Planning magazine. My articles have won acclaim and awards. Last year, I had two major publications in the peer reviewed Journal of Retirement Planning. Jane Bryant Quinn, Kiplinger’s Retirement Reports and The Wall Street Journal quoted my recommendations.

In April 2004, my estate planning solution was the focus of an article in The Wall Street Journal. This year I was quoted 7 times in The Wall Street Journal. In addition, the main theme of my talks was quoted in Newsweek in Jane Bryant Quinn’s column.

These articles, as well as many others, are available on this web site. (Our web site has 25,000,000 hits and our e-mail newsletter has 12,500 voluntary subscribers).

I have presented over 150 workshops in the retirement plan and IRA area. I understand that my audience is looking for solid information. My pitch is the importance of tax savvy retirement planning, which can be achieved if the client sets up a meeting with the client’s financial advisor or the advisor who invited them to the workshop.

Financial planners, attorneys, CPAs, bankers, trust officers, and insurance experts.

The regulatory organizations for each of those professions have approved my workshops for continuing education credits.
I can customize a workshop based on your audience and your time constraints.

Inviting clients and prospective clients to attend a workshop offered by a national expert generates business. The workshop educates and the host organization is primed with staff to book appointments.

I am sure your audience will give me an excellent review. In fact, I guarantee it. I will not charge a fee unless 80% or more of your audience rates the workshop good or excellent.

I hope to hear from you soon. I know that your organization will benefit from sponsoring my presentation. Please feel free to call me at 800-387-1129. I look forward to hearing from you.