Ed Slott and Company’s 2-Day IRA Workshop
Featuring the latest retirement tax law changes, including the final SECURE Act RMD regulations released July 2024!
HELP YOUR CLIENTS TAKE FINANCIAL CONTROL, AVOID UNNECESSARY TAXES AND COMBAT THE LATEST THREATS TO THEIR RETIREMENT SAVINGS
The urgency for knowledgeable, professional advice has never been more essential!
Navigating the latest retirement planning pitfalls is more challenging than ever before. Stock market volatility, fluctuating interest rates, changing tax laws, and political shifts, including the 2024 presidential election, add layers of complexity to your clients’ financial futures. Staying ahead of these changes is crucial to protect your clients’ legacies and ensure their financial security.
The SECURE Act, SECURE 2.0, and recent IRS regulations have recently introduced significant new complexities to retirement account planning. These latest regulations, spanning nearly 300 pages, bring new challenges and opportunities that advisors must navigate.
WHAT’S NEW? THE HIGHLIGHTS:
- Final SECURE Act regulations: The shocking final decision on the 10-year RMD rule for inherited IRAs and new rules for IRA trust beneficiaries.
- New proposed SECURE 2.0 regulations: A new, expanded uniform lifetime table for spouse beneficiaries and a costly and surprising tax trap for surviving spouses.
- New rules affecting many spousal beneficiaries—overlooked effects of SECURE 2.0 that can significantly impact your clients’ financial plans.
- New DOL fiduciary rules with exactly 300 references to IRA rollover advice—learn the exact process needed to navigate critical rollover decisions with clients.
- New opportunities to move 529 balances into Roth IRAs—but with notable limits and fine print to follow.
- Limited-time tax-planning opportunities for high-income clients, allowing them to make plan catch-up contributions and maximize their tax deductions.
- New little-known ways to reduce RMDs with IRA annuities
- The expansion of Qualified Charitable Distributions (QCD) rules providing a new TRIPLE WIN solution fulfilling RMD requirements, gifting to charitable causes, and creating annuity income for your clients.
- Miss an RMD? Navigating new RMD penalty relief options to help your clients avoid unnecessary fees.
- New penalty-free ways to access retirement accounts before age 59½.
- Expiring tax breaks creating planning urgency with only a year left to take advantage of low tax rates before they are set to increase.
- The latest retirement scams and how you can add value as an advisor to protect your clients’ retirement savings.
WHY ATTEND?
These new rules impact virtually every client with an IRA or retirement plan. Help your clients have more, keep more, and make it last with up-to-the-minute IRA education! Now is the time to gain a competitive advantage for both your clients and your business with advanced planning strategies.
As news continues to break, this live training will prepare you to answer the top questions from your clients, prospects, and centers of influence. After two days, you will be armed with immediately actionable intel to help your clients maximize their hard-earned retirement savings. This is an event you cannot afford to miss!
GET FOCUSED. GET EDUCATED. TAKE ACTION.
Join America’s IRA Experts to take advantage of timely planning strategies, including:
- The most-up-to-date IRA expertise, including new opportunities and planning considerations stemming from the SECURE Act, the SECURE Act 2.0 and new RMD regulations
- An action plan to implement into your business immediately to protect your clients and prospects from avoidable (and costly) planning errors
- A 400+ page manual to keep and use as a practical reference guide
- Continuing education credits
- Built-in Q&A time with our team
Don’t miss out on this exclusive opportunity to stay ahead in the ever-changing financial landscape. Gain the knowledge and tools you need to elevate your client conversations, drive meaningful results and reach your business goals in 2025.
- Workshop Locations
- Why You Should Attend
- Testimonials
- FAQs
February 20 – 21, 2025
Orlando, FL
Hyatt Regency Airport Hotel
MASTER THE SECURE ACT
The SECURE Act single-handedly upended many long-standing retirement rules on January 1, 2020—particularly impacting those with large IRAs! With the IRS release of 275 pages of new RMD tax rules in February 2022, learn the latest strategies you can use to give your clients minimized taxes and post-death control of their assets.
PROVIDE BEST INTEREST ADVICE
From the SEC Reg BI to various state departments continuing to advance best interest standards and documentation procedures, most financial advisors are not prepared to help clients with rollover decisions—especially now with mass layoffs due to the pandemic! Learn the exact process you need in order to act as a fiduciary advising on rollover decisions.
GAIN EXCLUSIVE KNOWLEDGE & ACCESS
Get direct access to America’s IRA Experts as the highly-anticipated new release, The New Retirement Saving Time Bomb, tops bestseller charts! You will have the latest training and strategies at your fingertips to have high-value conversations with your key contacts.
GET FOCUSED. GET EDUCATED. TAKE ACTION.
Join America’s IRA Experts to take advantage of timely planning strategies, including:
The most-up-to-date IRA expertise, including new opportunities and planning considerations stemming from the SECURE Act, the SECURE Act 2.0 and new RMD regulations
An action plan to implement into your business immediately to protect your clients and prospects from avoidable (and costly) planning errors
A 400+ page manual to take home and use as a practical reference guide
Continuing education credits
Built-in networking and Q&A Time
Additional Information
Participants can earn state insurance, *CPE, CFP(R), American College, IRS, and CLE credits. To receive any continuing education credits, registrants must be in attendance for the entire workshop on both days. To learn more about the credit hours that will be awarded, click the blue “CE” button above.
Hundreds of financial advisors attend Ed Slott and Company’s 2-Day IRA Workshop each year. Below is what some of our attendees are saying about the program.
“Ed and his team know how to take important and timely information, and pair education with urgency so we can make an immediate difference for our clients. I feel like I could skip all the other CE classes out there and stick with this pertinent and entertaining workshop!”
— Amy Jamrog, Massachusetts
“This course and team were 1st class. This by far was the best online training I have ever received. They were seamless with each other presenting and the ease of technology used was perfection.”
— Melinda Chase, Florida
“Within the first 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 program paid for itself within the first hour I was here!”
— Jim Flanagan, Naperville, FL
“The emphasis on the SECURE Act was critical. No amount of self-study could prepare me as well as the Slott team!”
— Scott Dewhurst, New York, NY
“I was able to show a prospect (now client) how to save $52,000 on their RMDs from the material at this training! Their CPA loved it and so did the client.”
— Larry Schuffman, Pensacola, FL
“Without this course, any professional advising clients on IRAs could make costly, in some cases savings-crushing, mistakes.”
— Lisa Barram, Fort Washington, PA
“Where else can we get developments up-to-the-minute?”
— Mary Ahearn, Tucson, AZ
“Easily the BEST CPE I’ve taken! Very informative, engaging, and interesting. Ed and his IRA Experts are Rock Stars!!”
— Mina Akita, Raleigh, NC
“Ed’s energy and enthusiasm are only exceeded by his knowledge of the subject matter, great presentation!!”
— Kevin Campisano, Louisville, KY
Click each question for corresponding answer.
1. How can I register for the workshop?
2. What is included in the registration fee?
3. What will be covered at the workshop?
4. Does this workshop offer Continuing Education (CE) credits?
Ed Slott and Company is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.