Ed Slott's Exclusive 2-Day IRA Workshop

Continuing Education Credits Available

Learn From "The Best Source of IRA Advice"!

Why should you specialize in IRAs? Because that's where the money is - and where more of it is heading! Ed Slott, CPA - called "The best source of IRA advice" by The Wall Street Journal - is uniquely qualified to teach you how to capture your share of this $10 trillion market.

Instant IRA Success delivers two days of educational, engaging, and empowering IRA strategies and sales ideas. Don't wait to put your career in high gear. Get the edge on your competition with ideas you can start using the very next day!

Ed Slott, CPA
"The IRA Expert"

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

What Attendees Are Saying...

“5 Stars”
“I’ve never been more excited, motivated to learn more, or informed as I was during this 2 day seminar!”
- Sandy Lashbrook, Sr.

“I did a half million dollar rollover last week only because of your program. The client called her broker, asked the question I asked her, and he replied, ‘I never heard of that. I better do some research and check that out’. At that point it was too late. The next day she signed rollover papers in my office.”
-Hal Rogers, CFP

“Any advisor trying to compete for IRA rollovers/transfers without Ed’s training has no chance against those armed with the knowledge gained from his workshop! After attending Ed’s first IRA Distribution Training, I incorporated some of Ed’s training into my Senior Workshop, which immediately changed the way many attendees looked at their current advisors and improved my appointment setting ratio by at least 30%! Many attendees initially only wanted a ‘review,’ but after discussing their IRAs using Ed’s training, they became clients! I’ve closed at least 5 IRA transfers I would NOT have closed without Ed’s training, for about $850,000 in premium, and over $40,000 additional commission!”
-Nora L. Hartquist, Hartquist, Meisel & Noblet, Ltd.

“If financial planners implement just two of Ed Slott’s strategies they should be able to make more money than any sane person would want to spend.”
-James Lange, Esq., CPA

Ed Slott's Exclusive 2-Day IRA Workshop
	Register Online:
		Registration Form Registration PDF Form

	Register by FAX:
		Download Registration Form PDF

	Register by Phone:
		877-ED-SLOTT (877-337-5688) 215-557-7022

	Hotel information:
		Hyatt Regency La Jolla 3777 La Jolla Village Drive San Diego, CA 92122 (858) 552-1234

	Download Brochure:
		Cover Page (page 1) 1.54MB General Description (page 2) 185KB Program Overview (page3) 1.33MB Registration Form (page 4) 1.25MB



View for a complete Program Overview Continuing Education Credits Available If you have questions, please contact Ryan Fortese at ryan@iramaster.com To find out more about Ed Slott, visit his website at www.irahelp.com