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Transform Roth Conversion Complexity Into Client Clarity
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What is covered in the
Roth Conversion Workshop?
Who is the Roth Conversion
Workshop for?
Meet Your Expert
Kara Brandt
With a bachelor’s degree in mathematics from UNC–Chapel Hill, Kara brings both technical precision and teaching expertise to her sessions. A former Air Force pilot who now trains military and commercial aviators, she combines analytical rigor with a clear, approachable teaching style that helps financial professionals get the most out of MaxiFi’s advanced features.
What’s Included in the Roth Conversion Workshop?
Roth Conversion Workshop
$250
Your comprehensive 90-minute session will cover:
High Praise for the Roth Conversion Workshop
"Our firm started using the MaxFi Roth Conversion tool recently and the results speak for themselves. The Roth Conversion Optimizer Workshop with Kara Brandt and the MaxFi team, gave us all we needed and we were up and running with a wide range of insightful and comprehensive strategies. The optimizer gives our clients a clear picture of the benefits of whether or not a conversion works for them. Real numbers based on statistical models that give the client the power to make decisions based on facts is a powerful tool. Roth conversions don't work for everyone, so this takes the guesswork out of the equation. This is a must-attend workshop — and a must-use tool — for every advisor."
"As advisors, we spend a lot of time completing CE courses and always learning to help our clients and stay sharp. You are not only sharpening your sword working with Kara, you are actively engaged and participating with your sword. The Roth Conversion Optimizer workshop is time well spent. Kara and Mark are awesome!"
"The Roth Conversion Optimizer workshop is essential. As both an EA and CFP® providing tax planning services, I see firsthand how complex these strategies can be. Accurate conversion software is critical—basic off-the-shelf tools just don’t cut it. The workshop is an in-depth, practical guide that delivers clarity and addresses real-world complications, like IRMAA implications, that can significantly affect a client’s outcome. It’s a must for any advisor who wants to provide precise, high-value guidance to their clients."
Frequently asked questions
Do I have to buy MaxiFi to attend the Roth Conversion Workshop?
Yes, you must purchase or have a MaxiFi Professional license before purchasing the Roth Conversion Workshop.
Do I receive any information in advance that helps me prepare for the Roth Conversion Workshop?
Yes, the Brandts will send you a planning package in advance to help you prepare for the meeting.
How is the workshop conducted?
This will be a live, 90-minute guided session via Zoom based on the planning package received prior to the meeting. We highly suggest downloading the Zoom client onto your device.
Do I need to prepare anything before the workshop?
The planning package will include materials that can be completed prior to the Roth Conversion Workshop, but is not a requirement to attend.
What if we don’t cover all my questions in the 90-minute session?
You can book the Roth Conversion Workshop again, or consider Flight Check or a more in-depth service like Co-Pilot or Concierge for 1:1 assistance.
Is my data secure and will I have a recording of the session?
We follow best practices in the financial software industry to keep your data safe and secure. See our security controls page.
The Brandts will not directly access your account. The session will not be recorded. You can take notes and make screenshots during the session.
Is Kara a licensed financial planner?
Kara Brandt is not a licensed financial planner. She is a long-term experienced power-user of MaxiFi and has helped both households and professionals set up and run their MaxiFi plans. None of the MaxiFi services include investment advice.