Brentmark, Inc. has been involved in a multitude of events over the years.  Select the tab below to view Upcoming Events and past Event Galleries.

Elite IRA Advisor GroupSM: Learn More
April 29-30, 2021

Members of Ed Slott’s Elite IRA Advisor GroupSM train with Ed Slott and his team of IRA Experts on a continuous basis. These advisors pass regular background checks, complete requisite training, attend semiannual workshops, webinars, and complete mandatory exams. They are immediately notified of changes to the tax code and updates on retirement planning, so you can be sure your retirement dollars are safe from unnecessary taxes and fees. Additionally, members have access to us, America’s IRA Experts to answer any tough questions or planning needs.

Retirement planning is complicated, and you need an IRA specialist in this area. It is a personal and situational endeavor with possible pitfalls in the way of success. Work with a financial professional who invests in his / her education to eliminate risk and keep more of your retirement dollars for you and your family.

Heckerling Institute on Estate Planning

Heckerling Institute on Estate Planning

May 3 – 6, 2021

Booth #: TBD

Brentmark, Inc. is pleased to attend and sponsor an exhibit booth at the 55th Annual Heckerling Institute on Estate Planning.

The Heckerling Institute on Estate Planning is the nation’s premier conference for estate planning professionals, offering unparalleled educational and professional development opportunities for all members of the estate planning team. The program covers topics of timely interest to attorneys, trust officers, accountants, charitable giving professionals, elder law specialists, wealth management professionals, and nonprofit advisors. The Institute is also the home of an exhibit hall dedicated entirely to the estate planning industry.

Ed Slott & Company | 2 Day IRA Workshop: Instant IRA Success July 15 -16, 2021 (Virtual) - Early Bird
2 Day IRA Workshop: Instant IRA Success
July 15-16, 2021

Help your clients take financial control, avoid unnecessary taxes and combat the latest threats to their retirement savings.

Obstacles and volatility facing retirement accounts are constant variables, and going into 2021, they are continuing to snowball with exponential speed and complexity! The stock market, interest rates, tax laws, and the political and regulatory environment surrounding a global pandemic and best interest legislation, just to name a few, are a ticking time bomb! Meanwhile, your clients’ retirement savings are waiting in balance.