Join us at our next event
IRMAA Resources hosts 3 different types of Events
Public Events
Educational and Dinner Seminars for Individuals and Couples.
Join us at a local resturant, for a nice dinner and a discussion on what IRMAA is, how it affects you, and how to prevent losing your SSI to Medicare Costs.
These events are held only by IRMAA Certified Planners, and our management team are Keynote Speakers at these events.
Join us at a local library or college, for a 2 hr seminar on what IRMAA is, how it affects you, and how to prevent losing your SSI to Medicare Costs.
These events are held only by IRMAA Certified Planners. Our management team are often Keynote Speakers at these events.
Agent / Advisor Training
Our Agent Boot Camps go in depth to get you IRMAA Certified.
IRMAA Resources has the ability to get you completely trained on IRMAA and recieve an IRMAA Certification. This Certification will soon be a financial desgnation.
Only IRMAA Certified planners have teh ability to participate in our lead and referal network to ensure all our partners are qualified.
Attend a full 2 day Boot Camp to get completely onboraded and be recognized as a expert in the field of IRMAA.
Our 2 day agent boot camp will cover all aspects of IRMAA, how to use the software, and in depth product and case design training that will have you ready to handle any client that may be affected by IRMAA.
At IRMAA Resources, our goal is to provide people with teh resources they need to avoid IRMAA. As a IRMAA Certified Planner you play a key role in that mission.
Once you are trained and certified you can participate in our referral network where we will send people that need your help to you.
CPA Training and Continuing Education Classes
Continuing Education Credit Course that will help you identify clients that may be affected.
IRMAA Resources hosts Continuing Education courses designed to educate you on what IRMAA is and how it will affect your clients.
It will arm you with the knowledge of who is affected so that you can identify clients in your practice and let them know before the SSA does.
Youll also know exactly what to do when your clients receive their IRMAA notice.
Have access to our network of IRMAA Certified Planners, and be able to help your clients get the information they need, and a plan in place to save them from IRMAA and unnecessary taxes in retirement.
