What Makes Ed Slott’s Elite IRA Advisor Group Workshop Different? Follow LIVE From Orlando

Ed Slott’s Elite and Master Elite IRA Advisor Groups are convening this week at the Rosen Centre in Orlando, Florida for our semi-annual workshop.

Are you a financial advisor interested in what makes Ed Slott’s Elite IRA Advisor Group different from other training groups, or a consumer intrigued by what being an “Elite Advisor” means for you as a client of an educated advisor? You can follow us all week on Twitter at @theslottreport and #EliteAdvisorWorkshop for the latest pictures, technical tidbits, videos, testimonials and more from Orlando. 

Also this is mission control, our live blog that will give you a “feel” of what an Elite IRA Advisor experience is all about, the caliber of advisors who train with us and what benefits these advisors receive as members at these meetings.

If you want more information on Ed Slott’s Elite IRA Advisor Group, you can click here for benefits, testimonials, schedules and pricing. If you are a consumer searching for an Ed Slott-trained advisor in your area, go here, enter your address and let our Google Maps feature direct you to a list of educated advisors in your area.

Tuesday, April 22, 2014

As mentioned above, we are stationed at the Rosen Centre in Orlando, Florida for this week’s workshop. A lot of time, effort and planning goes into site selection, and the Rosen Centre is the perfect venue for our financial advisors with a large meeting and sponsor space and numerous dining and entertainment options in the hotel and the surrounding Orlando area.

ed slott workshop rosen centre

We expect perfect weather all week – sunny skies, 80+ degree days and an overall environment conducive to learning.

Our new members are welcomed into Ed Slott’s Elite IRA Advisor Group at a welcome reception tomorrow evening. Each advisor is afforded the opportunity to take a professional photo with Ed that is provided to them at the event and network with other new members, Ed Slott and his technical and support team over cocktails and hors d’oeuvres.

One of the benefits for our new members is a signed welcome letter that many advisors frame and hang in their office to brand themselves as an Elite advisor, showcase their close association with Ed Slott and use as a conversation piece with current and prospective clients.

ed slott elite group welcome letter

New members also receive some other branded materials to connect their membership into their overall practice. We will provide some images of those items during tomorrow evening’s welcome reception.

Make sure you check back often as we provide the Ed Slott educational experience live from our spring workshop at the Rosen Centre in Orlando.

Wednesday, April 23, 2014

Wednesday was set-up today at the Rosen Centre, as the technical A/V team from Primitive World Productions set up the ballroom as headquarters for this week’s meeting. It is also the day our IRA Technical team came together to record several informational videos as a social outreach to advisors and consumers. This workshop’s videos include topics ranging from 60-day IRA rollovers to net unrealized appreciation (NUA) and why it’s one of the biggest tax breaks in the tax code.

You can watch the videos below. You can also find them and over 100 other informative IRA, tax and retirement planning videos at our YouTube page, IRAtv. 

NUA – One of the BIGGEST Breaks in the Tax Code

60-Day IRA Rollover Roundtable – Once Per Year in 2015!

Roth Conversion Roundtable – How to Approach the Conversation

Thursday, April 24, 2014

We provide real-time IRA information every day @theslottreport on Twitter, but we ramp up the experience at our Elite IRA Advisor Group Workshops, giving advisors and their clients a taste of the information covered at these training sessions.

Below is a stream of tweets from yesterday’s session, which included a extensive session on prohibited transactions, a group panel discussion on educational outflow and breakout sessions to help advisors grow their practice.








Friday, April 25, 2014

It’s not ALL about IRAs. We believe that networking and fellowship are both essential parts of what makes one of our advisors “Elite.” We take our Master Elite IRA Advisors to a special event on the last full night of every workshop. Here are a few photos from our experience at Orlando’s B.B. Kings. Special thanks to Clarity 2 Prosperity for sponsoring the event!

Saturday, April 26, 2014
Our Master Elite IRA Advisors spend the last morning of the last day going through case studies and modules dissecting some of the most complicated issues in the IRA industry. We close our live blog with aa special photo taken Wednesday night at a dinner of our Charter Members, who have been with the group since its inception 10 years ago.


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