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FocusOn ® Roth IRA 2.0 Changes That Could Alter Your Retirement Strategy Welcome Our Webcast will start in a few minutes.

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Presentation on theme: "FocusOn ® Roth IRA 2.0 Changes That Could Alter Your Retirement Strategy Welcome Our Webcast will start in a few minutes."— Presentation transcript:

1 FocusOn ® Roth IRA 2.0 Changes That Could Alter Your Retirement Strategy Welcome Our Webcast will start in a few minutes

2 Today’s presenters Greg Woodbury Vice President, Sales Mike Woods Vice President, Product Development 800.233.2834www.emeraldconnect.com

3 “A Word from Our Sponsor”  Web sites  Newsletters  Email Drip Marketing  Direct Mail  And, of course, Seminars Our staff of marketing consultants can share with you best-practices information on... 800.233.2834www.emeraldconnect.com

4 Today’s Presentation Why Roth, why now? Tour of the seminar Today’s special offer Questions & answers 800.233.2834www.emeraldconnect.com

5 Why Roth, Why Now? Eliminate the $100,000 threshold Pay tax in 2010, or over two years 9% of affluent planning to convert 13 million affluent households $1.4 trillion eligible to convert Finally, an advantage to being considered “affluent” 800.233.2834www.emeraldconnect.com

6 Show me “more” than the money Roth IRA worksheet in workbook Taxability of Social Security No required distributions at 70 ½ Other minor advantages 800.233.2834www.emeraldconnect.com

7 Why Roth, Why Now? Powerful prospecting seminar Client-only event Who believe taxes will increase Age 45 to 70 Single problem, single solution seminar 800.233.2834www.emeraldconnect.com

8 Tour of the seminar Inside Roth IRA 2.0 800.233.2834www.emeraldconnect.com

9 Seminar Specs FINRA reviewed 65 Flash images with scripts 20-page, full-color participant workbook Evaluation form Coordinated marketing campaign Emerald dining invitation 800.233.2834www.emeraldconnect.com

10 FocusOn ® Q&A 800.233.2834 Roth IRA 2.0 Changes That Could Alter Your Retirement Strategy

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