The seminar will last approximately 45 minutes, plus time for questions and answers at the end.

No, nothing will be sold at this event. This is educational seminar only. There will be an opportunity to get help after the event if you would like more personal attention.

The content of this seminar is so important, we prefer to avoid the distraction of a meal.

If your financial advisor or CPA has not told you already about IRMAA there is a good chance they are not educated adequately. They may tell you “You don’t make enough money so don’t worry about it.” This advice often doesn’t take into account growth of your assets, and changes in IRMAA brackets. IRMAA brackets can change every year, and some politicians have proposed to make them twice as onerous as they are now. If that happens, and you don’t prepare now it will most likely be too late.

After reviewing hundreds of client’s situations, IRMAA can be significantly more costly later in retirement even if you aren’t being penalized now. Coming to the event and getting a personal software report that shows your future IRMAA costs can allow you to be sure what your future costs will be, and possibly how to avoid them.

For most people, it’s not too late to make sure you reduce or eliminate your IRMAA costs. In fact, coming to this event could save you thousands in additional costs by educating you about what financial moves to make to avoid additional IRMAA costs. (Many events can cause substantial IRMAA problems including cashing out of investments, Roth conversions, selling a business, taking too much income, etc.)

The experts who are traveling to do this training have schedules that take them all across the country, so we cannot guarantee there will be another one like this in your area.