THE GOLD STANDARD OF INTEGRATED IRMAA TRAINING

IRMAA CERTIFIED PLANNER partners with industry thought leaders to bring you the highest level training through IRMAA UNIVERSITY. From education to process implementation, IU gives you the building blocks for grow within a rapidly emerging market.

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THE GOLD STANDARD OF INTEGRATED TAX & IRMAA TRAINING

Join David Brooks and IRMAA Certified Planner for a an exclusive 2 day workshop to help propel your practice and planning forward.

September 15-17 Omaha, NE

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”IRMAACP coupled with IRMAA University gives professionals the knowledge and know how to attract clients and grow their practice.
- David Brooks, IRMAACP®

IRMAACP® AND IU CHURNING OUT LEADERS

Working with advisors and agents, we have created a new generation of thought leaders and holistic planners. These planners are able to look at retirement in a completely different way, this create opportunities to grow practices exponentially and help more clients.

WHAT IS IRMAA UNIVERSITY

IRMAA University was created to provide a central space for information, training about IRMAA and how to leverage the topic as well as process and ideas to help integrate this powerful concept into your practice to help you grow.

MASTER CLASS WITH RETIRESMART FOR ADVANCED PLANNING

September 15 – 17th 2024

Join David Brooks and the team at RetireSmart for a two day advanced master class.

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WHY IRMAA UNIVERSITY?

When you take the knowledge you gain from the IRMAACP, we couple that with proven processes taught by coaches and industry leaders. You then get to see how to successfully implement and grow.

DIFFERENTIATE AND GROW

95% of financial professionals do not leverage this information, differentiate yourself with practice building knowledge that you can apply immediately.