World-class Training

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 that retirement plans play in our clients’ lives.

  • Powerful marketing concepts that capture the largest IRA accounts in your community
  • Compelling questions that get you 5 appointments a day with highly qualified IRA owners
  • Exclusive 3-step client meeting process that leads to closing 80% of your cases
  • Eliminate your prospect's current advisor with our Competition Elimination System
  • How to conduct our exclusive client workshop that generates an average of $750,000 in premium

More about

IRA Summit

IRA Summit takes place over three days, with the first day beginning at 9am. Training is scheduled for January, March, June, September, and November.

IRA Summit has been around for 15 years, and trains Advisors on all the ins and outs of IRAs, 401Ks, and the latest tax rules.

If you would like to attend our next IRA Summit, look at our upcoming events.

Upcoming events

Testimonials

On behalf of my [CPA] partner and myself, I have you to thank for the IRA summit and how good it was. He now sees the incredible team that you have at Table Bay and believes very strongly that he is now on his personal mission and you were the one that helped make that happen. Thank you!”
Marc W.
California
"Table Bay’s IRA Summit, without a doubt, opened my eyes to IRAs, taxes, etc., I knew nothing about it.”
Jason M.
Colorado
"Every time I come to the IRA Summit to get the updates on the regulations governing IRAs so that I can help my clients. Here you learn how to apply knowledge so you can change the lives of your clients. I attend four times a year.”
Rola H.
California
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