Inherited IRA Seminar Packages

Not currently for sale. Expected Fall 2011. Call 866.866.0472 for details.

Complete Retirement Seminar Package

The Complete Package Includes:

• PowerPoint presentation
• Script
• Ad and flyer
• Seminar setup checklist
• Attendee response form
• Full attendee handout package including:
• Attendee outline
• Sample advisor bio
• Appointment questionnaire
• Financial planning form
• Sample company information
• A DVD of Tom delivering this seminar live
• An Audio CD of Tom delivering this seminar
• A "70½ Quiz" to use with attendees that feel as if they already have an advisor
• Sample letter to send to HR directors
• Tom's actual appointment scheduling script!
• A sample of Tom's FREE Financial Check-up certificate

Tom is successfully using this package to address the specific and complicated issue of the Inherited IRA. This seminar is specifically geared for people that have large retirement accounts and are interested in long term tax deferral by stretching out their retirement distributions well after they are gone! Tom has found that this powerful seminar is getting him in front of even larger clients and we'll show you exactly how to not only attract the proper prospects to your seminar, but also how over 80% of his attendees sign up for an appointment before they leave the seminar room!

This package includes a PowerPoint presentation that will illustrate to your clients and prospects how complicated these rules are and why they need you in order to help them with their financial picture!

If you are interested in entering into this new field and being one of the few Financial Advisors to start discussing this subject, then this seminar is for you!

This seminar also includes a two-hour videotape of this seminar presented live by Tom Gau himself. Remember -Tom's motto "It's not just what to do, but how to do it!"™

Retail Price: $1495 Member Discounted Price: $1295	Qty:
	All Sales are Final

Premium Inherited IRA Seminar Package

The Premium Inherited IRA Seminar Package includes everything in the Complete Inherited IRA Seminar Package plus 100 copies of the Appointment Generator of your choice! For more information about our Appointment Generators, click on the images.

Retail Price: $2595 (Seminar plus 100 copies) Member Discounted Price: $2295	Qty:
	All Sales are Final

Ultimate Inherited IRA Seminar Package

The Ultimate Inherited IRA Seminar Package Includes: The Ultimate Inherited IRA Seminar Package includes everything in the Complete Retirement Seminar Package plus 200 copies of the Appointment Generator of your choice! For more information about our Appointment Generators, click on the images.

Retail Price: $3195 (Seminar plus 200 copies) Member Discounted Price: $2895	Qty:
	All Sales are Final