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[CE] Actionable Roth Business Building Strategies: A Vehicle for Tax Efficient Planning & Income
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8/4/2020
When: Tuesday, August 4, 2020
12:00 - 1:15 P.M. EDT
Where: Live Online Webinar - Zoom
United States
Contact:

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Join your fellow FPA members from chapters across the country for a webinar focused on actionable Roth business building strategies with Brian Dobbis, Director of Retirement Solutions at Lord Abbett.

 

Retirement accounts are booming! U.S. retirement assets stand at more than $32 trillion – with $17 trillion invested in IRAs and 401(k) plans alone.

This means we believe there will be tremendous opportunities for financial advisors who stay up to date on the latest tax rules governing tax-advantaged retirement accounts, understand the pitfalls, and leverage advanced and actionable Roth strategies.

In this webinar, Brian Dobbis will focus on how to implement Roth accounts (IRA and 401(k)) as tools in comprehensive financial and tax planning. We'll explore n
ew advanced planning opportunities--tactical strategies for winning business while protecting existing assets--providing a roadmap for guiding and advising high-net-worth investors with the latest IRA, 401(k) and Roth contribution, distribution, and conversion strategies.


This informative seminar will also cover the latest retirement-related proposal coming out of Washington and highlight additional retirement topics and trends.


LEARNING OBJECTIVES:

  • Become familiar with how Roth accounts play a vital role in tax planning.
  • Learn how to build your retirement nest egg through advanced Roth strategies (contributions, conversions).
  • Learn new IRS guidance pertaining to Retirement accounts and the effect on Roth accounts.

 


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SPEAKER: Brian Dobbis, QKA, QPA, QPFC, TGPC, Director, Retirement Solutions, Lord Abbett

Brian Dobbis is responsible for managing Lord Abbett’s IRA business. His areas of expertise include: IRAs, 401(k), 403(b), and 457 retirement plans. Mr. Dobbis joined Lord Abbett in 2002, and held the positions of Retirement Consultant, Retirement Research Associate, and Retirement Analyst. He began his career in the financial services industry in 1997. Mr. Dobbis is a frequent guest speaker at wealth management conferences throughout the United States. The American Society of Pension Professionals and Actuaries (ASPPA) recognizes Mr. Dobbis as a Qualified 401(k) Administrator (QKA), a Qualified Plan Administrator (QPA), a Qualified Plan Financial Consultant (QPFC), and a Tax-Exempt & Governmental Plan Consultant (TGPC). He earned a BA in communications from Rowan University, and also is a holder of the Series 6, Series 7, Series 24, Series 63, and Series 65 licenses.


CONTINUING EDUCATION: Valid for 1 CFP CE credit.


REGISTRATION: FREE - FPA Members Only

 

This webinar is offered in collaboration with FPA of Charlotte, FPA of Colorado, FPA of Illinois, FPA of Greater Kansas City, FPA of Northern New England, FPA of Metro New York, FPA of New Jersey, FPA of Orange County, FPA of the Philadelphia Tri-State Area, FPA of Middle Tennessee, and FPA of the Triangle.

 

 

*We are committed to continue providing high quality CE programming without interruption to our FPA of Metro New York members and community. For the foreseeable future, all chapter continuing education meetings, committee meetings, and study group sessions will be held virtually in line with recommendations from the Center For Disease Control (CDC), New York State, and New York City authorities. 

 

CONTACT FPA of Metro NY

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Financial Planning Association of Metro New York

535 Fifth Avenue, 4th Floor
New York, NY  10017
Email: info@fpametrony.org

Phone: 800-322-4237 ext. 7187

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