What Attendees Are Saying...
"If you want to become the best advisor in your area, you must learn from the best in the nation."
— Douglas Nickson, Bellevue, WA
"Ed Slott’s presentation is simultaneously humorous, practical and precise. It was the most enjoyable and technically accurate seminar I have attended in my 38-year professional career."
— John F. Mitchell, Raleigh, NC
"I have a lot of ideas to cultivate, action plans to implement and resources to utilize. I gained a lot of confidence in helping my clients and gaining new business."
— Linda Rice, Las Vegas, NV
"Within 30 minutes of Ed's workshop, I realized I had made a common IRA
planning mistake. I called my office and stopped a transaction saving my
client tax on $136,000 and saving the relationship. This workshop paid for
itself within the first hour I was here!"
— Jim Flanagan, Naperville, FL
You can sense the urgency. 2010 is flying by and consumers are searching for educated financial advisors to safeguard their retirement savings and help them take advantage of historically low tax rates. This economic climate has forced many people to question their retirement game plan—rolling over their IRAs, taking a longer look at their 401(k)s and capitalizing on 2010 tax laws that could save them a fortune in future taxes! NOW MORE THAN EVER, educated financial advisors will stand above the rest of the industry. NOW IS YOUR TIME to seize these opportunities…before 2010
winds to a close.
Ed Slott and his team of IRA Technical Consultants will provide you with the necessary knowledge you need to succeed—and gain your fair share of
this $10 trillion market!
Why You Should Attend:
Get the latest information from America's IRA Expert and his team of IRA Technical Consultants
Prepare for this unprecedented opportunity in a growing, desperate marketplace
Outperform your competition with cutting-edge IRA distribution strategies
Put the latest IRA tax strategies to work for your clients
Generate NEW, lasting business with a positive, proactive message and increased IRA knowledge
Highlights Include:
Detailed information about Roth Conversion Planning
The LATEST on NEW Health Care Tax Strategies
Powerful insight on unique tax planning opportunities before year-end
25 IRA Distribution Rules you MUST know...and how to capitalize on them
Networking time with top financial advisors from across the country
IRA Technical Consultants on site to answer your questions
100 Merrick Road Suite 200E Rockville Centre New York 11570
800.663.1340 toll-free 516.536.8282 telephone 516.536.8852 facsmile support@irahelp.com email