Ed Slott and Company’s 2-Day IRA Workshop
“They have the answers… ALL I need to have are the questions.”
Watch the video above to see how Ed Slott and Company’s presentation philosophy keeps financial advisors engaged and entertained. Use the code: FINPLAN to Save $300 today on our 2-Day IRA Workshop on July 22-23 in Atlanta, Georgia.
Your business is at a crossroads. With 10,000 Baby Boomers retiring every day, and IRAs extending their advantage as the #1 retirement account, you have a choice.
Sit in a typical tax lecture waiting for the clock to hit 5 p.m. OR devote your time to engagement and expertise that will leave you with the knowledge and the relationships to contact when you return to the office.
Find not just new business, but the best business while specializing in the second half of the retirement game.
- Workshop Locations
- Why You Should Attend
- Testimonials
- FAQs
September 19 – 20, 2024
Virtual via Zoom
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:
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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
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An action plan to implement into your business immediately to protect your clients and prospects from avoidable (and costly) planning errors
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A 400+ page manual to take home and use as a practical reference guide
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Continuing education credits
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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.