3 DAYS THAT WILL CHANGE YOUR PRACTICE
Join David Brooks along with our IRMAA Certified Planners in Omaha, NE to gain in depth knowledge of planning for the hidden tax of Medicares IRMAA. During the course of the 2 days you will walk away as an IRMAACP, IRMAA Certified Planner, along with in depth knowledge of IRMAA Stress test creation for retirement plans and retirement plan modeling. Day 2 features hands on learning with David Brooks of integrating IRMAA into your practice, sales techniques as well as real world examples.
Learn from Experts
David Brooks
David is in his third decade as a financial advisor helping people realize their dreams in retirement. He is a nationally known keynote speaker at events all over the country on various aspects of financial planning, especially tax strategies.
Mark Annese
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.
Todd Valles
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.
Paul Morrison
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.
SCHEDULE
SUNDAY SEPT. 15TH
Welcome and Networking
MONDAY SEPT. 16TH
IRMAACP training and certification Dinner
Outing and Networking
TUESDAY SEPT 17TH
IRMAA concept practice implementation
Tax Process Implementation with IRMAA
EDUCATION
DAY 1:
Welcome reception and networking
DAY 2:
IRMAA Designation training by IRMAA Certified Planner Co-Founder and also National Certified Instructors.
DAY 2 Part 1:
IRMAA Stress Test and Software Introduction
IRMAA client impact Illustration techniques
DAY 2 Part 2:
Sales Process with David Brooks
WHAT IS INCLUDED
In person IRMAACP Certification along with 8 CE credits
In person tax and sales training by David Brooks
12 Months of access to IRMAA/Social Security planning software
Access to all IRMAA University resources
2 Nights Hotel
Networking Outing (transportation included)
Lunch and dinner provided
IN PERSON EDUCATION AND CERTIFICATION
In Person learning with our team gives you access to not only course content, it also gives you the ability to learn and clarify topics and techniques directly from the professionals.
RetireSmart and IRMAA Certified Planner, working together 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.
