Technical Experts
Beverly DeVeny, Director of Retirement Education
Beverly DeVeny is an IRA distribution expert and the Director of Retirement Education with Ed Slott & Company, LLC providing advice and assistance to financial advisors with client questions and developing planning strategies. She is a contributing writer and editor for Ed Slott’s IRA Advisor newsletter, distributed to thousands of financial advisors nationwide, and writes for several areas of the company’s website, www.irahelp.com . Beverly was a technical editor of Mr. Slott’s books, Your Complete Retirement Planning Road Map (Ballantine Books; 2007), Parlay Your IRA Into a Family Fortune (Viking; 2005) and The Retirement Savings Time Bomb and How to Defuse It (Viking; 2003).
Beverly also serves as a valuable resource for the members of Ed Slott’s Elite IRA Advisor Group™, a 400+ member organization of some of the country’s top financial advisors who are dedicated to becoming experts in IRA distribution planning. She consults with firm clients and creates IRA course manuals and training programs for financial advisors and financial institutions.
Beverly has coauthored articles in Retirement Planning magazine and the Boston Business Journal , and has addressed the American Institute of Certified Public Accountants Retirement Conference, the Connecticut Society of Certified Public Accountants, the New Jersey Bankers Association, Financial Management and Trust Division, AIG Advisors Commitment to Education Conference and Oppenheimer Funds.
Prior to joining Ed Slott and Company, Beverly was a Retirement Plans Specialist with The Private Bank at Bank of America and its predecessor banks, Fleet and BankBoston.
Email : [email protected]
Phone : (516) 536-8282
Twitter: @BevIRAEdSlott
Sarah Brenner, IRA Analyst
Sarah has worked for almost twenty years helping clients solve complex technical IRA questions. She has been a contributing writer for many IRA texts, articles and training manuals and has been quoted in national financial and tax publications such as CCH IRA Guide.
She is an experienced speaker who has educated thousands of professionals in the financial industry including attorneys, CPAs, bankers, financial advisors, and brokers on retirement plan rules. Sarah has won praise for her ability to communicate complex laws in an easy-to-understand way and provide practical strategies for clients.
Sarah is a contributing writer and editor for Ed Slott’s IRA Advisor newsletter, distributed to thousands of financial advisors nationwide, and writes for several areas of the company’s website, www.irahelp.com . Sarah also serves as a valuable resource for the members of Ed Slott’s Elite IRA Advisor Group™, a 400+ member organization of some of the country’s top financial advisors who are dedicated to becoming experts in IRA distribution planning. She consults with firm clients and creates IRA course manuals and training programs for financial advisors.
Sarah is a graduate of Smith College and Villanova School of Law. She is a member of the Pennsylvania Bar. She practiced law with a concentration in elder law for several years and for fifteen years was a senior consultant with PMC, Pension Management Company, an independent IRA consulting firm for financial organizations nationwide.
Email : [email protected]
Phone : (516) 536-8282