The Founders Chair

We have created this page to give you a bit more color into some of the products and their trajectories.

Please click on the brief videos below for more information on each section.

Certification and Designation

IRMAA Certified Planner Designation Status - V1

100%%

IRMAA Certified Planner Designation Status - V2

33%%

IRMAA Certified Planner 1 Hour CE Status

100%%

New Certification Company Acquisition

50%%

HRP - Version 2

100%%

HRP - Do It Yourself Report (For clients to run themselves)

100%%

HRP - V3 - (Process optimization, minor functionality upgrades)

75%%

HRP - V4 - (Social Security Maximization and Roth Conversion tools)

5%%

IRMAA Seminars - V2

100%%

IRMAA Seminars - Marketing Optimization

75%%