"I have worked in the retirement industry for years and JP is my go-to for IRA education. JP is able to deliver complex information in a style that allows the student to comprehend the content not just memorize it. JP doesn't teach students to just regurgitate information, he teaches his students how to think critically and apply what we are learning to real life scenarios. I credit much of my confidence in retirement services to the tools provided to me from JPs teaching curriculum over the years. I have all of my staff/team to take JPs classes because he is so good at what he does. JP has a tremendous background and knowledge in IRAs and 401(k)s and he has the heart of a teacher, put those two things together and it makes retirement education magic."

"JP's expertise is a goldmine for anyone in the retirement industry. His ability to simplify complex topics and make them accessible enhances your learning experience and ensures better compliance for your customers. If the opportunity to learn from JP arises, take it!"

"I have attended the IRA Academy thought by JP several times. I can confidently say it is always exceptional experience for anyone involved in retirement planning. JP's knowledge, engaging delivery, and practical insights made complex topics accessible and compelling. If you're serious about enhancing your IRA knowledge and achieving professional growth, I highly recommend attending any conference presented by JP."

"In my many years as a banker, I have been through too many training sessions to count. For retirement plan training, I was very lucky to meet JP and go through his program. JP makes things fun and interesting but with enough detail and rigor to help you learn and retain the information for what is a complicated topic. JP helps you to understand the high-level concepts as well as the details and resources you will need to work in this space day-to-day. We have used JP to train our entire team and consider him a vital resource for our business."

"In nearly 20 years in the Self-Directed IRA Industry, have not found a course more comprehensive and easy to digest! JP is an incredible instructor, very well detailed, and uses specific citations so as a learner I can understand the WHY?"