Local Advisors David Richmond & Matthew Curfman Attend Exclusive Retirement Planning Workshop with America's IRA Expert Ed Slott
Jackson, MI, November 21, 2012 --(PR.com)-- David Richmond, MSFS, CLU®, ChFC® and Matthew Curfman, CFP®, completed expert-level IRA distribution training at Ed Slott’s recent Master Elite IRA Advisor GroupSM Workshop on November 2 - 4 in Phoenix, Arizona. Richmond and Curfman spent several days with Ed Slott and Company, America’s IRA Experts, drilling deep into the complicated issues of IRA distribution planning and studying most recent IRS rulings.
Covering recent updates such as the Health Care Law’s tax consequences and year-end conversion planning, Richmond and Curfman joined over 200 of the nation’s top financial professionals who are dedicated to solving the country’s biggest and most complex financial problem — effectively managing the distribution of assets from Individual Retirement Arrangements (IRAs). Attendees were educated on Roth conversion planning, estate planning and leveraging current tax law in an effort to ensure their clients’ retirement accounts are set-up and maintained correctly.
“Some people think the crux of retirement saving is just building wealth and playing by the rules, but they face sudden shock when they see how much money they can lose to taxes,” says Ed Slott, a nationally recognized IRA-distribution expert who was named “The Best Source for IRA Advice” by The Wall Street Journal.
Slott continues, “An educated advisor can protect your money from high taxes, keep more of your money and secure your retirement. By joining the Elite group, Richmond and Curfman have committed their time, money and effort into an educational membership group so they can have the knowledge to truly impact their clients’ futures and families.”
About Ed Slott & Company, LLC: Ed Slott & Company, LLC is the nation’s leading provider of IRA training for financial advisors. Mr. Slott is the author of several leading books on retirement distribution planning. He is a nationally recognized IRA-distribution expert, a professional speaker, and the creator of several public television specials, including Ed Slott’s Retirement Rescue.
Ed Slott has been quoted in The New York Times, Newsday, The Wall Street Journal, The Washington Post, Money Magazine, and Forbes. He has appeared on NBC, ABC, CBS, CNBC, CNN, FOX, PBS, Public Television, NPR, and Bloomberg TV and radio.
About Richmond Brothers, Inc.: Richmond Brothers, Inc. is a Registered Investment Adviser located in Jackson, Michigan. As a proactive wealth management firm, Richmond Brothers concentrates on helping pre-retirees and retirees create and continuously manage a plan to get the most out of their retirement investments. Past performance is no guarantee of future returns. No advice may be rendered by Richmond Brothers unless a client service agreement is in place. For more information, please visit: www.richmondbrothers.com.
Covering recent updates such as the Health Care Law’s tax consequences and year-end conversion planning, Richmond and Curfman joined over 200 of the nation’s top financial professionals who are dedicated to solving the country’s biggest and most complex financial problem — effectively managing the distribution of assets from Individual Retirement Arrangements (IRAs). Attendees were educated on Roth conversion planning, estate planning and leveraging current tax law in an effort to ensure their clients’ retirement accounts are set-up and maintained correctly.
“Some people think the crux of retirement saving is just building wealth and playing by the rules, but they face sudden shock when they see how much money they can lose to taxes,” says Ed Slott, a nationally recognized IRA-distribution expert who was named “The Best Source for IRA Advice” by The Wall Street Journal.
Slott continues, “An educated advisor can protect your money from high taxes, keep more of your money and secure your retirement. By joining the Elite group, Richmond and Curfman have committed their time, money and effort into an educational membership group so they can have the knowledge to truly impact their clients’ futures and families.”
About Ed Slott & Company, LLC: Ed Slott & Company, LLC is the nation’s leading provider of IRA training for financial advisors. Mr. Slott is the author of several leading books on retirement distribution planning. He is a nationally recognized IRA-distribution expert, a professional speaker, and the creator of several public television specials, including Ed Slott’s Retirement Rescue.
Ed Slott has been quoted in The New York Times, Newsday, The Wall Street Journal, The Washington Post, Money Magazine, and Forbes. He has appeared on NBC, ABC, CBS, CNBC, CNN, FOX, PBS, Public Television, NPR, and Bloomberg TV and radio.
About Richmond Brothers, Inc.: Richmond Brothers, Inc. is a Registered Investment Adviser located in Jackson, Michigan. As a proactive wealth management firm, Richmond Brothers concentrates on helping pre-retirees and retirees create and continuously manage a plan to get the most out of their retirement investments. Past performance is no guarantee of future returns. No advice may be rendered by Richmond Brothers unless a client service agreement is in place. For more information, please visit: www.richmondbrothers.com.
Contact
Richmond Brothers, Inc.
Kira Francetic
517-536-5000
www.richmondbrothers.com
Kira Francetic
517-536-5000
www.richmondbrothers.com
Contact
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