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IRA Summit

Register for upcoming event! The Table Bay Financial Network’s IRA Summit is the unsurpassed leader in training top advisors and CPAs on how to capture their share of the lucrative $12 Trillion IRA / 401(k) market. We have spent the past ten years developing the most comprehensive marketing, training and sales system in the industry to help advisors dominate the market and transform themselves into distribution experts.

Ask yourself the following questions:
  • Are you tired of the endless competition for the same dollars?
  • Are you tired of commoditization in the financial services industry?
  • Would you like to gain an unyielding competitive advantage?
  • Would you like to make your competition irrelevant?
  • And dominate your local market?
If so, then the IRA Summit is the program that will give you the strategies to significantly increase your business and improve your clients’ retirement. Our exclusive two-and-a-half day program will drastically and immediately increase your income. We will show you how to dominate the local market by becoming an expert on IRA tax reduction strategies, using our unprecedented and unparalleled marketing platform.

We cover more than mere technical knowledge during the program.
We want you to understand the retirement system in America and the role retirement plans play in our clients’ lives.
Isn’t it time you dealt with the best?

IRA Summit Agenda

- Download Now!
An overview of IRA Summit program covering The 3 biggest tax breaks in the internal revenue code, The power to tax is the power to destroy, FDIC and SIPC protection for IRAs, Caution when moving IRA funds, Naming a trust as an IRA beneficiary,and much more!

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Financial Advisor Programs

Our mission is to preserve and protect our client’s retirement by providing superior financial solutions, innovative products, and exemplary service.

Upcoming Events

Revolution RoadshowDate: May 16, 2012Location: Pasadena, CA

2011 Elite Advisors Meeting- May 17-20Date: May 17, 2012Location: Hawaii,

America's Tax Solutions: Is your clients IRA and IOUDate: May 18, 2012Location: webinar,

CPA Best Practices TourDate: May 22, 2012Location: Interlocken, CO

CPA Best Practices TourDate: May 23, 2012Location: Mesa, AZ

America's Tax Solutions:Maximizing Social SecurityDate: May 25, 2012Location: webinar,

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