Sarah Brenner, JD

Director of Retirement Education

Sarah Brenner, JD, is a leading authority on IRA distribution planning with over twenty years of experience helping clients and financial professionals navigate complex technical IRA questions. Known for her engaging presentation style, Sarah skillfully uses clever pop culture anecdotes to make advanced IRA education both memorable and accessible. Her ability to demystify complicated retirement laws has made her a sought-after speaker at financial industry events and private trainings for professionals, including advisors, CPAs, and attorneys.

Sarah regularly presents to Ed Slott’s Elite IRA Advisor Group^SM, a prestigious study group of top financial professionals, as well as at Ed Slott’s 2-Day IRA Workshop and Ed Slott and Company’s IRA Success, powered by The American College of Financial Services. In these sessions, she provides expert guidance on the complexities of IRA distribution planning, making her a trusted resource in the financial community. As part of her work with the study group, Sarah consults directly with clients of member advisors, gaining firsthand understanding of thousands of Americans’ top IRA questions each year. This unique exposure provides her with key insights and perspective on the pulse of IRA concerns across the country. Sarah is also a featured Expert on The American College’s Knowledge Hub+ platform.

Her expertise has been widely recognized in the media, where she has been frequently quoted by The Wall Street Journal and USA Today, and she has contributed articles to TheStreet.com. In addition to her media appearances, she is a contributing writer and editor for Ed Slott’s IRA Advisor newsletter and plays a key role in developing IRA course materials and training programs for financial professionals nationwide.

Sarah’s educational background includes a degree from Smith College and a law degree from Villanova School of Law. She is a member of the Pennsylvania Bar and previously practiced law with a concentration in elder law. For fifteen years, she was a senior consultant with PMC, Pension Management Company, an independent IRA consulting firm serving financial organizations nationwide.

Interested in having Sarah at your next event?

Call (800) 663-1340 or contact us today!