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Become the Go-To Expert in Qualified Retirement Plans - Without the Overwhelm
Heidal Summers CPC QPA QKC QKA - hello@qpexperts.com
At QP Experts, we deliver the most comprehensive education solution available for financial advisors who want to dominate the qualified retirement plans (QRP) niche - the fastest path to building substantial assets under management (AUM) and scaling a thriving wealth management practice.
With over 25 years of experience in the qualified plan industry and the highest credentials in the field — CPC, QPA, QKC, and QKA — Heidal Summers is the authority financial advisors turn to when they want to do more for their clients. For the past 12 years, she has specialized exclusively in Cash Balance Combo plans, building an unmatched depth of expertise in one of the most powerful yet underutilized tax strategies available today. Her peers don't just respect her knowledge — they rely on it. If you're a financial advisor who wants to stand out, serve your clients at the highest level, and master a strategy that can transform your practice, Heidal Summers is exactly who you need in your corner.
Our all-in-one platform equips you with everything you need to advise with unmatched confidence to grow your business faster:
Master-Class level course: In-depth, master-level training designed to make you the best-in-class advisor for QRPs. Master complex plan design, spot compliance risks, advise on contribution strategies, and more through structured, real-world-focused modules.
Advisor Hub Community: A private - supportive network of like-minded financial advisors collaborating in real time. Share insights, discuss challenges, celebrate wins, and build lasting professional relationships.
Personal One-on-One Support: Direct access to me (Heidal) for personalized guidance, feedback, and tailored advice to overcome your specific hurdles.
Weekly Fireside Chats: Live, interactice sessions every Monday at 4pm PST. Dive into fresh real-life case studies from my 25 years of consulting experience, then an open floor for YOUR questions - get answers in real time to apply immediately.
This isn't just education - it's a complete ecosystem to transform your expertise, serve clients at the highest level, and accelerate your AUM growth like never before.
Ready to elevate your advising career and stand out in the QRP space?
Explore our courses and start your journey today!
Qualified Retirement Plans for Financial Advisors
Qualified Retirement Plans for Financial Advisors
Structure, Risk & Leadership
Structure, Risk & Leadership
COURSE OVERVIEW
COURSE OVERVIEW
A comprehensive, advisor-focused course designed to teach financial professionals how to understand, manage, and leverage qualified retirement plans as a strategic advisory platform, while reducing professional risk and increasing long-term AUM growth. This course is unlike any course you have ever taken on Qualified Retirement Plans. Taught by a well respected industry expert, this course gives you the guidance you need to help mitigate your risk and protect your relationships.
Qualified Retirement Plan & 401(k) Education for Financial Advisors
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QP Experts
What are you waiting for?
What are you waiting for?
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