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IRMAA UNIVERSITY AND RETIRESMART

September 15-17th Omaha, NE

Early Bird Access $3499.00

LIMITED SEATS AVAILABLE - CLICK HERE TO SIGN UP NOW!

2 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 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. He is also the Co-Founder of IRMAA Certified Planner and Healthcare Retirement Planner.

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.

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:
IRMAA Designation training by IRMAA Certified Planner Co-Founder and also National Certified Instructors.

DAY 2 Part 1:
IRMAA Stress Test Introduction
IRMAA client  impact Illustration techniques

DAY 2 Part 2:
Tax and Sales Process with David Brooks
Live Seminar with David Brooks

WHAT IS INCLUDED

In person IRMAACP Certification along with 8 CE credits

In person tax and sales training by David Brooks

One year of access to IRMAA/Social Security planning software

Access to all IRMAA University resources MORE

Hotel for 2 Nights with continental breakfast

Networking Outing

Lunch and dinner provided

BRING VALUE THAT OTHER ADVISORS AND AGENTS CAN'T

Learn how to leverage cutting edge retirement planning, along with tried and true ways to communicate with clients while also building centers of influence to broaden your reach.

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.

IRMAA Certified Planner

2 DAYS THAT WILL CHANGE YOUR PRACTICE

Early Bird Access $3499.00

SIGN UP NOW FOR EARLY BIRD PRICING!