Leading author, attorney and legal expert, Seymour Goldberg, CPA, MBA, JD., discussed Legal Issues Involving IRAs. He provided numerous case studies for examination by participants. Dr. Goldberg also outlined Prohibited IRA Transactions and discussed preventive measures.
Mr. Riquier is a member of Ed Slott’s Master Elite IRA Advisor GroupSM – the highest level of continuous training offered by Ed Slott and Company. “I am proud to be a member of this prestigious group that is committed to continually build and expand IRA expertise through intensive ongoing training” Mr. Riquier said. “It is exciting to learn new information about ways to protect and grow my clients’ IRAs. The session reviewing Prohibited Transaction Case Studies included information that will help to protect and preserve my clients IRAs.”
Ed Slott & Company, LLC is the nation’s leading provider of IRA training for financial advisors. Ed Slott was called “The Best” source for IRA advice by the Wall Street Journal. He is a practicing CPA and the author of several leading books on retirement distribution planning.
Thomas T. Riquier, CFP®, CLU, is President of The Retirement Financial Center, a local CERTIFIED FINANCIAL PLANNER Professional™