What Attendees
Are Saying...

"At a time when retirees are running scared thanks to market volatility, Ed Slott represents a beacon of light helping the conscientious financial advisor steer clients into the safe harbor of calmer retirement waters."
William A. Steih, Nashville, TN

"The knowledge and understanding of individual retirement accounts is unprecedented. The 2-day course has not only opened my eyes to the amount of things I didn't know about retirement and IRAs, but the insight and tips will be essential to my practice and greatly enhance my clients' and future clients' financial situation." Robert M. Burkarth III, Stamford, CT

The baby boomers are beginning to retire in record droves, rolling over their IRAs, wondering about their 401(k)s... and often looking for financial advice anywhere they can find it. This growing market is ripe for the picking, but the truth is that most financial advisors are simply not educated enough to tap into it.

 

So, not only do the retirees miss out on good financial advice, but uninformed, poorly trained financial advisors also miss out on additional income, invaluable multi-generational clients and expanding and improving their businesses.

 

But now, renowned IRA expert, Ed Slott, is ready to share his insights with you, so that you, too, can gain the knowledge you need to succeed and gain your fair share of this $10 trillion market!

register now

Why You Should Attend:

  • Learn from the nation's leading IRA expert
  • Prepare for unprecedented opportunity in the IRA market
  • Capture your share of nearly $10 trillion in IRA rollover assets
  • Outperform your competion with cutting edge IRA distribution strategies
  • Put the latest IRA tax strategies to work for your clients
  • Protect your clients from costly rollover mistakes
  • Generate more referrals in the IRA market

Highlights Include:

  • 25 IRA rules other advisors don't know
  • Attracting and retaining the largest IRA accounts
  • How to increase your assets under management and retain them for 25 years
  • 7 ways to differentiate yourself from everyone else competing for IRA assets
  • How to stop competing on investment performance
  • Using the IRA beneficiary form to gain referrals
  • IRA strategies to increase your insurance sales

 

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