Need Help? Email Now
---- Step #1: Contact Details ----
Full Name:
Email Address:
Phone Number:
---- Step #2: Billing Address ----
Street Address:
City:
State / Province:
Country:
Zip Code / Postal Code:
---- Step #3: Credit Card Information ----
PROMO CODE:
* FREE for RTS Essentials and Premiere Members (auto-register).
* Recording will be available for a review for one week after the power session.
RTS Nation Power Session
Secure Act 2.0 and Your Practice
with Steven Jarvis, CPA &
Matthew Jarvis, CFP®
01.25.2023 I 09:00 AM PST
Here's What Areas We Will Cover:
1. What Secure Act 2.0 means in your practice:
- Letters you can white label to your clients explaining Secure 2.0.
-
A flowchart for processing RMDs in your office.
-
Scripts for talking to clients who are still years away from RMDs.
-
Using RMDs as a guide for Roth Conversions for clients of all ages.
2. Essential Q1/Q2 tax activities:
BONUS:
- RTS 2023 Desktop Tax Guide.
- Prospect Gift idea for Next-Level Advisors.
- Systems and Processes from ‘Highly Efficient, Hyper Profitable’ advisor, Matthew Jarvis.
Our Guarantee
Like you, we are committed to delivering massive value to our clients. If you attend this power session and don’t leave with 10x the value of what you paid to attend, we will gladly refund your investment.
Secure Processing
Each order is processed through a secure, 256-bit encrypted payment processing gateway to ensure your privacy.
