Training on Specialized Areas of Retirement Planning

We provide financial professionals with training on various areas of retirement and estate planning, with a focus on the areas addressed by Brentmark’s retirement planning tools and calculators. These training sessions helps you to understand the data input requirements necessary for performing certain retirement and estate planning analyses for your clients, and include:

§         Data input requirements for required minimum distribution (RMD) calculations

§          Data input requirements for substantially equal periodic payment (SEPP)/72(t)               calculations

§         Data input requirements for Roth IRA Conversion analyses

§         Explanations of how data input affect the results of a Roth conversion analyses, which compares the results of:

•        The client not doing a conversion vs.

•        The client doing a conversion and paying the income tax from the retirement funds, vs.

•        The client doing a Roth conversion and paying the taxes from non-retirement funds

§         Explanations of how data input affect the income tax payment options for a 2010 Roth conversion

§         Explanations of how data input affect Roth conversions in an RMD year

Training Medium

We offer training in several formats, which includes:

•     Customized training for you and/or your support staff. We make every reasonable effort to schedule these training sessions at a time that is convenient or you.

•      On demand courses, which allows you to log in and complete your module at your leisure. This is usually available to you for 30-days after you make your payment. ( coming soon)

•      Onsite training for you and/or your staff.

Please contact us to discuss your training needs.

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