Advisor Speaking Events

BRING INFORMATIVE, ENTERTAINING & ACTIONABLE TAX EDUCATION TO YOUR ADVISORS

WHY BOOK ED SLOTT 

ATTRACT & TRAIN ADVISORS TO DELIVER INDUSTRY-LEADING RETIREMENT ADVICE

Do your advisors want to become recognized leaders in the IRA marketplace?

Every day, 12,000 Baby Boomers are searching for ways to safely move their employer plans to deliver their retirement income needs. To meet the ever-changing demands of the retirement marketplace, today’s financial professionals are demanding the IRA expertise that will drive client confidence and business growth.

If you are ready to:

• Elevate Your Team: Provide unparalleled training and resources, setting your advisors apart.

• Empower End Clients: Deliver superior advice and expertise, fostering client trust.

• Grow Your Businesses: Create a competitive advantage for your organization to attract leading advisors with leading IRA intelligence.

You have come to the right place.

POPULAR EVENT FORMATS
AVAILABLE BOTH LIVE & VIRTUAL

Advisor Training Programs (1-2 HOUR PRESENTATIONS)

Want to attract leading financial advisors to your organization? Looking for ways to deliver increased value and fuel business growth for your affiliated advisors? Book Ed Slott and his team to headline your next event to pack the house with the best of the best—those who are committed to:

  • Maintaining ethical integrity & professional education
  • Serving their clients’ best interest with high-value financial planning and
  • Working with high-net-worth and high-income clients

Top Advisor Client Workshops (1 HOUR PRESENTATION)

Whether you are a financial institution or an individual advisor, establish a competitive edge by booking Ed Slott for a consumer workshop! Be it live or virtual, there is no one more effective at educating and motivating consumers to take action (with the help of their financial advisor) than America’s IRA Expert. With engaging insights from a nationally recognized and objective third-party CPA, attendees will leave with a new understanding, openness and excitement to discuss risk-managed investment strategies and tax-advantaged retirement products, such as life insurance, Roth conversions and annuities they may have not otherwise considered.

Referral Relationship Builder (1-2 HOUR PRESENTATIONS)

Want to forge or strengthen relationships with CPAs, attorneys or other financial professionals in your network? Host an event with America’s IRA Experts, offering timely continuing-education opportunities. This creates the perfect forum to showcase how your services and expertise can deliver new value to their clients and forge meaningful and mutually beneficial partnerships.

IRA Leadership Program (1.5-DAY WORKSHOP)

Financial institutions and their advisors have a demand for IRA coaching and educational programs, as well as access to the most up-to-date IRA information. This is a comprehensive and customizable corporate training program that:

  • Transforms the business growth mindset to one that establishes education as the top revenue driver
  • Delivers a wealth of IRA strategies that save relationships, grows client bases, and emulates fiduciary responsibilities
  • Provides technical expertise on taxes and retirement distribution planning to help your advisors or agents become recognized IRA leaders

Program Features

  • Customized presentations tailored for your audience and up-to-the-minute news
  • CE / CPE eligible content
  • Interactive Q&A with the team of America’s team of IRA Experts, either live or via chat
  • For online programs, virtual polling opportunities may be available that can deliver powerful insights for highly targeted follow-up to key relationships (subject to your hosting technology)

SIGNATURE SPEAKING TOPICS FOR PROFESSIONALS 

Note: All presentations can be customized to your audiences and will be updated to reflect 
up-to-the-minute tax law changes and pending legislation.

  • The 2025 IRA Revolution: Ed Slott’s Guide to Turning Tax Challenges into Maximum Client Value
  • The Big Decision: Roll Over, Stay Put or Withdraw?
  • Gifting Strategies: Plan High-Value Lifetime Transfers Before 2025 Exemptions Expire
  • The Opportunity Boom: 7 Game-Changing Trends Advisors Can’t Afford to Miss
  • Projecting Tax on Roth Conversions
  • Ed Slott’s Best Year-End Strategies: Retirement Tax Planning

Want to learn more about speaking fees and availability for Ed Slott and Company?
Contact us at [email protected], call (800) 663-1340, or complete the form below:

This field is for validation purposes and should be left unchanged.

WHAT ATTENDEES ARE SAYING

“Timely, accurate, important information.” — Jerry Matecun

“Where else can we get developments up-to-the-minute?” — Mary Aheam

“There is NO OTHER PLACE you can get this information. No other place!!!” — Tom Mosley

ADDITIONAL RESOURCES FOR CORPORATE PARTNERS

In addition to private corporate speaking events, we offer our corporate partners:

Contact us at [email protected] or call (800) 663-1340  to discuss event and corporate partnership options today!