INSTANT IRA SUCCESS: America’s Leading IRA Training for Financial Advisors
Upcoming Dates:
July 17-18, 2025 | Live in Chicago, IL (SOLD OUT) Join Our Waitlist
September 17-18, 2025 | LIVE Virtual via zoom
February 12-13, 2026 | The Cosmopolitan, Las Vegas
WHY THIS TRAINING MATTERS
The rules may be final—but they’re far from simple.
With SECURE Act 2.0 now in effect, IRS final regulations enforceable, and the DOL fiduciary rule reshaping rollover advice, this is a critical time for proactive retirement planning.
Clients are confused. Mistakes are mounting.
This training gives you the tools to:
Avoid the most common and costly IRA planning errors
Build credibility with clients, prospects, and centers of influence
Position yourself as the go-to expert for retirement tax strategies
Whether you’re looking to build year-end momentum or kick off 2026 with clarity, this 2-day workshop delivers the expert guidance, practical application, and timely strategies you need to lead.
What You’ll Learn:
SECURE Act 2.0: RMD changes, catch-up rules, post-death payout planning
IRS Final Regs: Trust planning, spousal rollover rules, 10-year payout clarification
DOL Fiduciary Rule: What every advisor needs to know for rollover compliance
Roth Conversions & Inherited IRAs: What still works—and where advisors go wrong
Real-world case studies + Expert-led insights you can apply immediately
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 SECURE Act 2.0 and the latest RMD rules
An action plan you can implement immediately to protect your clients from costly mistakes
A 400+ page manual to keep and use as a practical reference
Continuing education credits across multiple designations
Built-in Q&A time with Ed Slott and his team of IRA Experts
Don’t miss this exclusive opportunity to stay ahead of fast-moving changes.
Gain the knowledge and tools to elevate your client conversations, drive results, and hit your business goals in 2025 and beyond.
- Workshop Locations
- Testimonials
- FAQs
July 17 – 18, 2025
Chicago, IL
Loews Chicago O’Hare Hotel
Book Your Hotel Room Here
September 17 – 18, 2025
Virtual Workshop
Registration Now Open!
Click Here to View Brochure
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.