IRAs: Goldmine or Minefield?

Thursday, July 15, 2021

2:00 PM EDT | 11:00 AM PDT

60 minutes

Summary Already Registered? Click here »

Join Chris McGovern, Director, Transamerica’s Advanced Markets Group, and Advisor Perspectives to increase your confidence and understanding of IRAs, as well as the ability to present creative IRA options that benefit your clients.

During this webinar we will discuss: 

• When IRAs make sense and when they don’t
• Identifying and organizing your IRA resources
• Helping clients make informed decisions that meet their needs

Speakers

Chris McGovern CFS®, CLU®, ChFC®, AEP® Headshot

Chris McGovern CFS®, CLU®, ChFC®, AEP®
Director, Advanced Market Group
Transamerica

Chris brings more than 15 years of experience to Transamerica’s Advanced Markets Group, specializing in financial planning, estate planning, taxation, retirement plans, and charitable giving. He now focuses exclusively on helping financial professionals build their businesses through advanced strategies and effective guidance.

Robert Huebscher Headshot

Robert Huebscher
CEO and Founder
Advisor Perspectives

Robert Huebscher is the founder and CEO of Advisor Perspectives and serves as its editor-in-chief. He is a frequent speaker at industry conferences and has written extensively on topics including investment management, portfolio construction, financial planning and global economics.