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 FOR CORPORATE PARTNERS
- Advisor Keynote Presentations (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 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
- 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 to help your advisors become recognized IRA leaders
- Top Advisor Client Workshops (1 HOUR PRESENTATION)
Reward your top advisors with a unique competitive edge by booking Ed Slott for their client and prospect workshops!
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 they may have not otherwise considered.
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.
- Ed Slott’s Top Retirement Tax Planning Opportunities for 2024: Maximize Client Value & Your Competitive Advantage with Limited-Time Strategies
- The Big Decision: Rollover, Stay Put or Withdraw?
- Gifting Strategies: Planning Lifetime Transfers
- Projecting Tax on 2024 Roth Conversions
- Ed Slott’s Best Year-End Strategies: Retirement Tax Planning
- Retirement Planning in 2024: Move Your Retirement Funds from Forever Taxed to Never Taxed
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:
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:
- Bulk training discounts: Send your team to our 2-Day IRA Workshop at reduced group rates.
- Bulk educational material discounts: Order from our bestselling books, professional newsletters and, consumer materials to provide actionable and educational resources for your team.
- Sponsorship opportunities: Are educated and ethical advisors your target client? Learn more about our sponsorship and advertising options available to network and engage with your ideal audience!
Contact us at [email protected] or call (800) 663-1340 to discuss event and corporate partnership options today!