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04/14 | Live Webinar - Five Phases of an IRA

04/14 | Live Webinar - Five Phases of an IRA

Location: Microsoft Teams

Date: 2026-04-15T00:00:00 - 2026-04-15T01:15:00

Join Trailhead Financial Group for an engaging and insightful webinar featuring Wealth Advisor Michael Jay Raymond, ChFC®️, CEPA®️, FIC, as he presents Five Phases of an IRA.


Understanding an IRA goes beyond just opening an account. In this webinar, Michael Jay Raymond will break down the five phases of an IRA, highlighting what to be aware of as your goals and circumstances change. Designed to provide clarity and education, this session helps you stay informed at every stage.


All registrants will receive two complimentary resources designed to help you better understand the markets and support your long‑term financial strategy.


Think of your IRA like a trail with important checkpoints. In this educational session, we’ll walk through the five phases of an IRA and share planning considerations for each stage—so you can better understand how these accounts may evolve over time.


No products will be sold. 

How can you register for this event?

You can register to the event at this link https://events.teams.microsoft.com/event/5745029b-d7f6-45fa-aa5e-e5f5a9f86494@020546b9-ddfd-459b-89d1-12a53f27a5e2

No products will be sold.

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Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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