Client Presentations

Become known as an expert on navigating the complexities of retirement finances. Educate clients and prospects using our five FINRA-reviewed PowerPoint presentations developed by one of America’s leading IRA experts, Jeff Levine. These are available to current members of Savvy IRA Planning for Boomers.

Additionally, you will have the materials to present to CPAs and offer them one hour of CPE credit.

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Your membership includes a license to deliver and distribute:

Client Presentations (FINRA-reviewed)

Savvy IRA Planning Client Presentations

Five customizable client education presentations, including:

  • Strategies to Help You Save Taxes and Get More Out of Your IRA
  • New Retirement Rules: The SECURE Act and What You Need to Know
  • 6 Retirement Account Options Every Retiree Must Know: Picking the Right One After You’ve Left Your Job
  • Should I Stay or Should I Go? An Overview of the Factors to Consider When Making Rollover Decisions
  • Savvy IRA Planning for CPAs: 10 Things CPAs Should Know About IRAs