Speaker, author, teacher, consultant: I teach/consult to financial, tax, and legal professionals about the tax laws that govern IRAs and employer plans
Testimonials -IRA Newsletters
Just a note to let you know that your newsletter always brings me new business. I appreciate your well-written newsletters.
I would recommend them to anyone looking for another way to increase their business, without a lot of effort.
Closed a $428,000 case because of the newsletter.
Thank you so much, Denise”
Wayne S, TN