Advanced SILAC training focused on partial Roth conversions and their practical application in retirement planning. Retirement planning expert Heather Schrieber will share real-world insights and explore how partial Roth conversions may provide greater flexibility and additional planning opportunities for clients.
Official Webinar: Beyond the Basics: Partial Roth Conversions in Action
Carrier / Hosted by: SILAC Insurance Company
Date: Wednesday, November 18, 2026
Time: 10:30–11:30 AM CT (America/Chicago)
Duration: 1 hour (DIA scheduling estimate)
Original SILAC time: 9:30 AM MT
Location: Online Event
Format: Online Webinar
Platform: Zoom
Language: English
Category: Annuities / Retirement Planning
Presenter: Heather Schrieber
Audience: Licensed insurance and financial professionals / agents interested in annuities and retirement planning.
Join SILAC Insurance Company and nationally recognized retirement planning expert Heather Schrieber for Beyond the Basics: Partial Roth Conversions in Action, an advanced webinar focused on the practical application of partial Roth conversions in retirement planning.
Heather Schrieber will share firsthand experience with partial Roth conversions and explore how this strategy may provide clients with greater flexibility regarding when taxable income is recognized while creating additional retirement-planning opportunities.
The session is particularly relevant for insurance and financial professionals working with annuities, retirement assets, traditional IRAs and clients who may be evaluating Roth conversion strategies.
SILAC supports partial Roth conversions on eligible fixed indexed annuity products, subject to applicable product provisions, eligibility requirements and state availability.
This webinar is educational and intended for insurance and financial professionals. Roth conversions involve important tax considerations, and individual circumstances vary.
Educational training for insurance and financial professionals. Roth conversions are taxable transactions and individual circumstances vary. SILAC Insurance Company and its employees do not provide tax, legal or accounting advice. Clients should consult an appropriate qualified tax professional before making a Roth conversion decision. Product availability and features may vary by state. Guarantees are backed by the claims-paying ability of SILAC Insurance Company.
