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Get ready for another outstanding FPA Philly Chapter Meeting!!

We are happy to announce that Natalie Choate will be coming to speak to our chapter on March 25th.  We have successfully wooed the undisputed IRA expert to host this special IRA Workshop!  This event is also special because it's our first-ever luncheon/half-day workshop!  You asked for it and we are delivering!  No traffic to deal with....coming or going!  You will receive lunch PLUS three CFP & Insurance CE credits PLUS get to hear Natalie Choate's expert advise PLUS Natalie's special 114 page handout for the low, low price of $35!!!  Where else could that happen?

This is a major benefit to your FPA membership.  Normally you would have to pay for an expensive conference and travel to a far away city to have the opportunity to attend one of Natalie's Workshops.  We are providing this for you, right in your backyard at a nominal price!  Your local FPA Chapter is focused on bringing you top notch speakers and quality events to help you learn, network and grow.  It's been a long winter - get out of the office and invest a Thursday afternoon to keep you on the cutting edge of the most recent strategies and tax laws changes in the IRA area - You deserve it!

Session I - "Roth-Ready for 2010" (1 hour)

Roth IRAs offer tax-free distributions and no required distributions during the participant's life.  starting in 2010, Roth IRAs will be available even to high-income clients.  To help you advise your clients regarding this significant planning opportunity, Natalie Choate explains all the rules and expert tips regarding Roth plans, including:

• How to create a Roth IRA
• Designated Roth accounts, and how they differ from Roth IRAs
• Exactly which Roth distributions are tax-and penalty-free
• How the minimum distribution rules apply to Roth IRAs
• How some clients can get a Roth IRA "tax-free"
• Beneficiary Roth conversions
• Which clients should (and should not) "go Roth"
• How to undo a Roth conversion
• How to get ready for 2010

Session II - "The 194 Best & Worst Planning Ideas for Your Client's Retirement Benefits" Over 194 Great, Not So Great, and Truly Terrible Ideas, Summarized and Rated (2 hours)

Your clients are bombarded with dreams and schemes designed to reduce the tax value of their retirement plans.  Learn which ideas work, which ones probably don't, and which will win your client a midnight visit from the IRS.  Plus, learn the tried and true estate planning practices, the nifty distribution tricks used by those in the know, and cutting edge ideas for the daring. 

Seminar outline provides a handy checklist of almost 200 ideas -- what each idea is, whether it works or not and where to find out more details; plus, thumbnail "client profiles", so the reader can go right to the ideas that his/her clients should consider.  T

Seminar Handout Offer!! FREE

You will receive (free of charge) Natalie's 114 page handout  "194 Best & Worst Planning Ideas" free at the FPA Philly March 25th workshop.  The handout summarizes 194 planning ideas your clients should consider (or avoid) for their IRAs, 401 (k)'s and other retirement plans.

AGENDA