
AN EVENT THAT WILL ENRICH YOUR PRACTICE
Join our IRMAA Certified Planners as well as Social Security Expert Heather Schrieber in Bloomington, Minnesota to gain in depth knowledge of planning for the hidden tax of Medicares IRMAA geared specifically to the CPA/Tax Advisor. After attending the event, you will walk away with an in depth knowledge of IRMAA , how to address it with clients and how to handle questions, appeals and be able to navigate notifications. On top of crucial IRMAA planning information you will also be able to hear directly from the leading expert on Social Security, new updates, impact and planning strategies.
Learn from Experts

Todd Valles IRMAACP™
Todd, our lead educator’s persuasive speaking and consultative sales skills complement his 36 years of financial services experience, specializing in insurance and investment products. as well as retirement plan solutions.

Heather Schreiber IRMAACP™, RICP®, NSSA®
Heather has over 30 years of experience in the financial services industry and has worked with some of the finest organizations in the country, including Franklin Templeton Group of Funds, AXA Advisors, SunTrust Bank (now Truist), and other financial powerhouses.

Paul Morrison IRMAACP™
Paul is an industry veteran and Co-Founder of IRMAA Certified Planner and A longtime advocate and expert on the retirement risk of IRMAA. Paul saw the immediate need for advisors to become educated on how IRMAA would impact their clients in retirement by co-creating the IRMAA CP Designation.

Mark Annese IRMAACP™
Mark is the Co-Founder of IRMAA Certified Planner and Healthcare Retirement Planner. Has been working with the Medicare and IRMAA space for the past 8 years. He is the architect of the leading Social Security and Medicare IRMAA software.
SCHEDULE
EVENT LOCATION:
Doubletree Hotel in Bloomington, MN
SUNDAY JUNE 22nd
Evening welcome reception and networking
MONDAY JUNE. 23rd
IRMAA and Social Security Training:
8am – 5pm
EDUCATION
DAY 1:
Evening reception and networking
DAY 2:
IRMAA training by IRMAA Certified Planner Co-Founders and also National Certified Instructors. Social Security Training from Heather Schrieber
WHAT IS INCLUDED
- 6+ hours of in person instruction
- 2 Month access to IRMAA software
- $300 off the price of the full certification.
- Support Materials – including:
- IRMAA Fact Finder
- Sample IRMAA Letters
- 5 Ways you hit IRMAA
- One page Cheat sheet on IRMAA, Taxes, SSI threshold etc. MAGI, AGI, Provisional Income
- Case Studies
- 4 hours of CPE credits
- Access to module videos after presentation

IN PERSON EDUCATION
In Person learning with our team gives you access to course content, as well as providing you the ability to clarify topics and techniques directly from the professionals.
IRMAA University along with Heather Schreiber (Social Security Expert), gives you the most immersive learning experience in order to leverage the important tax planning topics to help grow your practice as well as assist high net worth clients that are looking for your help.