As a Distinguished Toastmaster and Certified Virtual Presenter, Jim has an engaging, humorous, and informative presentation that helps individuals develop strategies in qualifying, contributing, and enjoying the benefits of a tax-free Roth IRA.
With Jim’s blend of expertise, experience, and over 500 live presentations, the attendees will walk away with creative ideas presented in simple terms that they can immediately implement.
Learning Objectives:
* Why everyone should have a Roth IRA
* Learn the basics and types of the Roth IRA's
* Learn how even your children can start a Roth IRA and why they should!
* Learn about other financial products available to compliment the Roth IRA!
* Receive a must-have checklist for strategies to maximize a tax-free
retirement!
Presentations can either be virtual or in-person.
Fees are reduced 50% for virtual presentations.
