--News Direct--
TruChoice Financial Group, LLC (TruChoice), one of the largest distributors of insurance products in the financial services industry, is proud to announce its upcoming three-part webinar series, "Taxes, Roth Conversions, and Income Strategies," featuring Ed Slott.
The comprehensive webinar series is designed to equip financial professionals with the knowledge and strategies needed to help their clients navigate the complex landscape of retirement income planning and tax optimization.
The series kicks off on March 20, 2025, at 1:00 PM (CT) with "Ed Slott’s Guide to Turning Tax Challenges into Maximum Client Value." Attendees can join Ed Slott, known as America's CPA, for an urgent and transformative presentation on maximizing retirement tax planning opportunities in 2025 and beyond. Key focus areas will include maximizing client value, preparing for policy shifts, Ed Slott's tax planning paradigm shift, revolutionizing wealth transfer, and defying higher taxes.
The second webinar, "Roth Conversions: Devil is in the Details," will take place on March 27, 2025, at 1:00 PM (CT). Presented by TruChoice’s Brian Kunkel, JD, CMFC®, CRPS®, RICP®, this session will delve into the details of Roth IRA conversions and explore alternative approaches to achieving financial goals. While large 401(k)s and traditional IRAs may seem attractive on paper, there can be unintended tax consequences for those who do not understand the impact of additional income on their financial strategies.
The series concludes on April 3, 2025, at 1:00 PM (CT) with "Income Strategies: Are Your Clients Getting What They Paid For?" also presented by Brian Kunkel. Fixed and fixed index annuities continue to see record-breaking sales growth, offering a solution to address many of the challenges associated with longevity and retirement income. However, it is crucial to understand whether clients are getting what they paid for. This webinar will explore ways to leverage the benefits associated with fixed and fixed index annuities and why it is important for financial professionals to understand the assumptions insurance companies use when building retirement income products.
Financial professionals can register for the webinar series at www.truchoicewebinars.com. Each session will be conducted live, allowing participants to engage in real-time Q&A with the speakers. Recorded sessions will also be available for those who cannot attend live.
TruChoice is a dynamic wholesaling organization that is one of the largest distributors of insurance products in the financial services industry. We provide access to 50-plus top-rated carriers and limited distribution products, feature a full-service marketing and advertising agency, and host industry-leading practice management events. Offering fixed annuities, life insurance, and long-term care products, our size and scale allow us to meet a variety of needs for a variety of business models. Whether we are helping you find your TruPath, providing a wealth of TruSolutions, or offering our unwavering TruSupport, OUR Tru is YOU. TruChoice Financial can be followed on LinkedIn, X, and Facebook.
This information is intended for insurance-licensed financial professionals. Please note that TruChoice Financial Group, LLC, and its affiliated companies, and their representatives do not give legal or tax advice. Encourage your clients to consult their tax advisor or attorney. TruChoice Financial Group, LLC, is not affiliated with Ed Slott & Company, LLC., nor do we guarantee the accuracy or quality of their services. Although we may promote and/or recommend the services offered by this company, financial professionals are ultimately responsible for the use of any materials or services and should follow the applicable state requirements and approval requirements of the carriers they represent and their broker-dealer and registered investment adviser, if applicable.
Contact Details
Chris Cowan
+1 612-464-0673
mediarelations@truchoicefinancial.com
Company Website
https://www.truchoicefinancial.com/
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