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Hire Jim as a speaker for your organization by calling him
directly at 800.387.1129
or 412.521.2732, or complete our
keynote speaker inquiry form. Over the past several years Jim has
given 37 seminars for financial organizations around the country,
and over 100 seminars for
groups of individual IRA and retirement plan owners.
Jim’s Objective
- Present the best IRA and
retirement plan seminar your organization has ever heard.
- Give your team of financial
professionals the knowledge and tools to optimize their client’s
global retirement plan strategy by making the best use of their
retirement assets.
- Provide the edge in wealth
management with an in-depth understanding of how to manage IRAs
and retirement plans.
- Nail the minimum distribution
rules, both before and after death, and explain their impact on
long-term financial goals.
- Reveal the pros and cons of a Roth
IRA conversion with authoritative quantitative analysis.
Who Should Hire Jim
- Financial planners, attorneys,
CPAs, bankers, trust officers, and insurance experts.
- The regulatory organizations for
each of those professions have approved Jim’s seminars for
continuing education credits.
- He can customize a seminar based
on your audience and your time constraints.
- Organizers planning seminars for
individual IRA and retirement plan owners.
- Inviting clients and prospective
clients to attend a seminar offered by a national expert
generates business. The seminar educates and the host
organization is primed with staff to book appointments.
Guarantee: Jim is so certain that your audience will
appreciate his seminar, that he will not charge a fee unless 80% or
more of your audience rates the seminar good or excellent.
Some organizations will hire Jim for
two presentations, one for the financial professionals and,
either the same day or the next day, one for potential clients.
James
Lange is a tax attorney and CPA who provides specialized retirement and estate
planning services to same sex couples with significant retirement plan accumulations. He
has prepared over 450 simple and complex retirement and estate plans. These plans
include tax-savvy advice, will and trust preparation, and sophisticated beneficiary
designations for IRAs and other retirement plans.
You can contact Jim by phone at (800) 387-1129,
or (412) 521-2732, or by e-mail at admin@outestateplanning.com.
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