James Lange

financial professionals and investors

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James Lange Biography

James Lange, CPA/Attorney, is one of the top IRA, 401(k), and retirement plan distribution experts in the country, with 27-years of hands-on experience. His recently published book, Retire Secure! Pay Taxes Later (Wiley 2006) was cited by Larry King, Larry King Live, CNN as One of the best books about saving taxes I’ve ever read. It works! Jim also has been published or quoted extensively in financial and tax publications, including: The Tax Adviser; Financial Planning magazine; Journal of Retirement Planning; Kiplinger’s Retirement Reports and The Wall Street Journal. As a speaker, Jim educates and provides specialized retirement and estate planning seminars for financial professionals and investors throughout the U.S. He consistently is among the most highly rated speaker at these events. Jim has presented more than 150 workshops in the retirement plan and IRA area, where he provides solid, usable information. Hire him to speak to investor clients and you’ll find them motivated to act on the information they have learned. And, as their trusted financial advisor, your clients will look to you for implementation-that can mean more money under management. As an added bonus, you will rise in your clients’ estimation because you provided them with information critical for good retirement planning. Grow Your Business Workshops for Advisors: Financial professionals love the combination of technical and marketing information his workshops provide. Today, it is not enough to supply plenty of top quality technical analysis and recommendations. Jim also provides ways to help financial professionals bring in business. Jim will: Give your team of financial professionals the knowledge and tools to optimize their client’s global retirement plan strategy by making the best use of their retirement assets. Provide the edge in wealth management with an in-depth understanding of how to manage IRAs and retirement plans. Nail the minimum distribution rules, both before and after death, and explain their impact on long-term financial goals. Reveal the pros and cons of a Roth IRA conversion with authoritative quantitative analysis. TOPICS • IRA and Retirement Plan Distribution Planning (Emphasis on the Benefits of the Stretch IRA and Why Clients Should Roll Money from their 401(k) to the Stretch IRA) • The Ideal Beneficiary Designation of your IRA and Retirement Plan • The Economics of Roth IRA Conversions • IRA and Retirement Plan Distribution Strategies Workshop (for prospective and current clients)

FAQs on booking James Lange

  • How do I book James Lange to speak at my event?

    Our experienced booking agents have successfully helped clients around the world secure speakers like James Lange for speaking engagements, personal appearances, product endorsements, or corporate entertainment since 2002. Click the Check Availability button above and complete the form on this page to check availability for James Lange, or call our office at 1.800.698.2536 to discuss your upcoming event. One of our experienced agents will be happy to help you get speaking fee information and check availability for James Lange or any other speaker of your choice.
  • What are the speaker fees for James Lange

    Speaking fees for James Lange, or any other speakers and celebrities, are determined based on a number of factors and may change without notice. The estimated fees to book James Lange are for live events and for virtual events. For the most current speaking fee to hire James Lange, click the Check Availability button above and complete the form on this page, or call our office at 1.800.698.2536 to speak directly with an experienced booking agent.
  • What topics does James Lange speak about?

    James Lange is a keynote speaker and industry expert whose speaking topics include Finance.
  • Where does James Lange travel from?

    James Lange generally travels from an undisclosed location, but can be booked for private corporate events, personal appearances, keynote speeches, or other performances. For more details, please contact an AAE Booking agent.
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    AAE Speakers Bureau has successfully booked keynote speakers like James Lange for clients worldwide since 2002. As a full-service speaker booking agency, we have access to virtually any speaker or celebrity in the world. Our agents are happy and able to submit an offer to the speaker or celebrity of your choice, letting you benefit from our reputation and long-standing relationships in the industry. Please click the Check Availability button above and complete the form on this page including the details of your event, or call our office at 1.800.698.2536, and one of our agents will assist you to book James Lange for your next private or corporate function.
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James Lange is a keynote speaker and industry expert who speaks on a wide range of topics . The estimated speaking fee range to book James Lange for your event is available upon request. James Lange generally travels from and can be booked for (private) corporate events, personal appearances, keynote speeches, or other performances. Similar motivational celebrity speakers are Richard Powell, Navin Chaddha, Jeremy Balkin, Paul Tudor Jones and Benjamin Miller. Contact All American Speakers for ratings, reviews, videos and information on scheduling James Lange for an upcoming live or virtual event.

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