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FUTURE LEGACY

21631 Stevens Creek Blvd.#C,
Cupertino, CA 95014
(See Map)

Tel:
(408) 446-3337

Fax:
(408) 446-1333

E-mail:
marika@futurelegacy.com
Home Page >> Current Issues

Current Issues

ED SLOTT RETIREMENT PLANNING CERTIFICATE

ED SLOTT, CPA, a nationally known author, TV host, and educator was named "The Best source for IRA advice" by The Wall Street Journal and called "America's IRA Expert" by Mutual Funds magazine. He established the IRA Leadership ProgramSM which was developed specifically to help financial institutions, advisors, advisory firms, and insurance companies to become recognized leaders in the IRA marketplace.

Marika Somorjai received the "Certificate of Advanced Retirement Distribution Planning" from Ed Slott in 2006 and keeps up-to-date with the latest IRA Planning issues ever since. Marika is popular speaker at Attorney, CPA, and other professional meetings regarding the investment aspects of their business. She is available to speak on the subject – please call for schedule.