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Testimonials

I learned about the liability that could exist for many of my clients if they don’t have their IRAs done correctly. Every CPA, attorney and investment professional should attend this training.
Mick A.
California
Attending this school was eye-opening. I didn’t realize the extraordinary opportunities I would have been missing out on with respect to my business and protecting the financial future of my own clients.
Jim W.
California
I cancelled my morning meetings to attend the Best Practices Tour and it was well worth it.
Brian L.
California
With over 15 years as an accountant, I had no idea how much I didn’t know about these important topics discussed at the Best Practices Tour.
Henry R.
California
I started bulletproofing my practice immediately after the Best Practices Tour meeting.
Lee S.
Nevada
I’ve reduced client defections significantly since attending the Best Practices Tour!
Will P.
Michigan
Wow! This was the best presentation on IRA distribution changes and strategies I have ever attended.
Matthew B.
Michigan
The Best Practices Tour was the best meeting I have attended in the past 10 years.
Steve H.
California

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