Qualified Plan Case Studies: Positives, Pitfalls and How to Get to Step 2

$25.00

Join Trey and Rone as they share a couple of actual case studies that illustrate how Qualified Plans can create value by the numbers as well as bring to light the pitfalls and disasters of clients’ Qualified Plans that have gone wrong. In addition, this dynamic duo will share years of insight and a simple way to engage your clients and get them to the ever challenging 2nd step of the analysis.

(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)

Presented by Trey Fairman, JD, LLM and Rone Davis, AIF®, CFP®, CLU®, ChFC®, MSFS

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Description

Join Trey and Rone as they share a couple of actual case studies that illustrate how Qualified Plans can create value by the numbers as well as bring to light the pitfalls and disasters of clients’ Qualified Plans that have gone wrong. In addition, this dynamic duo will share years of insight and a simple way to engage your clients and get them to the ever challenging 2nd step of the analysis.

(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)

Presented by Trey Fairman, JD, LLM and Rone Davis, AIF®, CFP®, CLU®, ChFC®, MSFS