You can sense the urgency. 2010 is flying by and consumers are searching for educated financial advisors to safeguard their retirement savings and help them take advantage of historically low tax rates. This economic climate has forced many people to question their retirement game plan — rolling over their IRAs, taking a longer look at their 401(k)s and capitalizing on 2010 tax laws that could save them a fortune in future taxes! NOW MORE THAN EVER, educated financial advisors will stand above the rest of the industry. NOW IS YOUR TIME to seize these opportunities...before 2010 winds to a close.

You must be equipped with the necessary, up-to-date information so you can spring into action NOW...and save your clients LATER.

Ed Slott, America's IRA Expert, will share his IRA expertise with you over 2 full days packed with up-to-date IRA information. Ed Slott and his team of IRA Technical Consultants will provide you with the necessary knowledge you need to succeed — and gain your fair share of this $10 trillion market!

Don't miss this golden opportunity to improve your knowledge and enhance your business. Best of all, you'll walk away with a surefire business plan for putting these ideas into action!

Highlights include:

  • Detailed information about Roth Conversion Planning
  • The LATEST on NEW Health Care Tax Strategies
  • Powerful insight on unique tax planning opportunities before year-end
  • 25 IRA Distribution Rules you MUST know...and how to capitalize on them
  • Networking time with top financial advisors from across the country
  • IRA Technical Consultants on site to answer your questions

"I just picked up a great client mainly due to the fact that he had seen Ed Slott on television and loved his program. He asked, 'Can you do that?' I told him I was at Ed Slott and Company's 2day training. He gave me his $150,000 on the spot."
— Joel Broersma, CFP

"Ed Slott's presentation is simultaneously humorous, practical and precise. It was the most enjoyable and technically accurate seminar I have attended in my 38-year professional career."
— John F. Mitchell, Raleigh, NC

"I have been in this business for 15 years. It is hard to get that NEW motivation and enthusiasm. I am more excited about this business than I have been in."
— David Peterson, Littleton, CO

"Within the first 30 minutes of Ed's workshop, I realized I had made a common IRA planning mistake. I called my office and stopped a transaction saving my client tax on $136,000 and saving the relationship. This program paid for itself within the first hour I was here!"
— Jim Flanagan, Naperville, FL

"If you ever think about being in the IRA Advisory or Estate Planning marketplace, you HAVE to be here."
— Ed Cassell, Jacksonville, FL

"I have a lot of ideas to cultivate, action plans to implement and resources to utilize. I gained a lot of confi dence in helping my clients and gaining new business."
— Linda Rice, Las Vegas, NV

www.irahelp.com Tel: 877-337-5688 Fax: 215-575-0401
Copyright © 2010 Ed Slott and Company, LLC
Two days of educational and empowering IRA strategies and sales ideas! Day One Day Two
Breakfast/Registration 8:00 am - 8:45 am
Session One 8:45 am - 10:15 am
Crush the Competition / How to Use Your IRA Expertise to Gain a Competitive Edge / IRA and Plan Distribution Rules
  • Introduction How to Make the Most of Your Investment in This Program
  • The Perfect Storm of IRA Opportunity
  • How to Gain a Competitive Edge and Increase Your Value
  • How to Capitalize on ANY Recent Event, Tax Law Change or Trend (Good or Bad!)
  • 7 Ways to Differentiate Yourself from Everyone Else Competing for IRA Assets
  • The IRA and Plan Required Minimum Distribution Rules
Break 10:15 am - 10:45 am
Session Two 10:45 am - 12:00 noon
Stretch IRA / Beneficiary Forms / Custodial Documents / The Best IRA Resources for You
  • The Power of the Stretch IRA
  • Why Most Beneficiaries Overpay Their Taxes
  • Common Mistakes in Setting up Inherited (Stretch) IRAs
  • IRA Beneficiary Form Mistakes That Wipe Out Inheritances
  • How to Use the IRA Beneficiary Form to Build Referrals
  • IRA Beneficiary Selection
  • What to Look For in IRA Custodial Documents
  • 10-Point IRA Custodial Document Checklist and How to Use This to Make Prospects Leave Their Current Advisors and Work with You
  • How to Keep Building Your IRA Knowledge — The Best IRA Resources for You
Lunch 12:00 noon - 1:00 pm
Session Three 1:00 pm - 2:45 pm
IRA Update / 2010 Roth Conversion Planning / 3 Roth Conversion Questions You Need to Ask / Estate Planning with Roth IRAs
  • IRA Update: 2010 Roth IRA Conversion Tax Planning
  • The 3 Questions to Ask in Every Roth Conversion Evaluation
  • Who Should and Who Should Not Convert
  • Estate Planning with Roth IRAs
  • Roth Conversion, Recharacterization and Reconversion Strategies
  • Roth Conversions from Company Plans
  • Inherited Roth IRAs
  • Roth 401(k) and Roth 403(b) Contribution and Distribution Rules
Break 2:45 pm - 3:15 pm
Session Four 3:15 pm - 5:00 pm
IRA Update (Continued) — The Latest IRA Changes, Rulings and Cases / 25 IRA Distribution Rules You Must Know (Part One)
  • IRA Update: The Latest IRA Tax Law Changes, New Health Care Tax Strategies, Rulings, Court Cases and Planning Opportunities
  • 25 IRA Distribution Rules You Must Know and How to Capitalize on Them (Part One)
Highlights Include:
  • When Required Distributions Must Begin
  • Year of Death Required Distributions
  • IRS Reporting Requirements
  • Eligible Rollover Distribution Mistakes
Breakfast 8:00 am - 9:00 am
Session One 9:00 am - 10:15 am
25 IRA Distribution Rules You Must Know (Part Two)
  • 25 IRA Distribution Rules You Must Know and How to Capitalize on Them (Part Two)
Highlights Include:
  • Required Distributions on Inherited IRAs
  • Non-Spouse Beneficiary Rules
  • The 5-Year Rule Confusion and Mistakes that Most Institutions and Advisors Make
  • Splitting IRAs in Divorce
  • Early IRA Withdrawals — Penalty Exceptions
  • 60 Day Rollover Relief
  • Creditor Protection for Plans and IRAs
  • Wills vs. Beneficiary Forms &mdash Why This is a Big Deal
Break 10:15 am - 10:45 am
Session Two 10:45 am - 12:00 noon
The Missing Estate Plan / Life Insurance Planning With IRAs / Income in Respect of a Decedent and Other Overlooked Tax Breaks for IRA and Plan Benefi ciaries that Most CPAs Don't Know About
  • The Missing IRA Estate Plan...Means More Money for YOU
  • Use of Life Insurance to Protect IRA Values
  • IRA Strategies to Increase Your Insurance Sales
  • Coordination of Estate Planning and IRA Distribution Planning
  • The 3 Biggest Tax Breaks in the Tax Code and How to Make Sure Your Clients Get Them All &mdash Creating the Perfect IRA Estate Plan
  • Income in Respect of a Decedent (IRD)
  • How to Calculate the IRD Deduction in 5 Easy Steps
  • Using the IRD Deduction as a Powerful Sales Tool (Your Competitors Don't Know This)
Lunch 12:00 noon - 1:00 pm
Session Three 1:00 pm - 2:45 pm
Naming Trusts as IRA Beneficiaries...Everything You Need to Know / Latest IRA Trust Rulings and Planning Strategies
  • Separate Account Rules for Multiple IRA Beneficiaries — Splitting IRAs
  • Naming Trusts as IRA Beneficiaries — When You Should and When You Shouldn't
  • Avoid Major IRA Trust Mistakes That Most Other Advisors Make Routinely
  • Conduit Trusts vs. Accumulation Trusts
  • How to Determine RMDs When a Trust is the IRA Beneficiary
  • The Latest IRA Trust Rulings
  • 10-Point IRA Trust Checklist
Break 2:45 pm - 3:15 pm
Session Four 3:15 pm - 5:00 pm
How to Attract Large IRA Rollover Clients / Advising Clients on Key Rollover Decisions
  • How to Attract Large IRA Rollover Clients
  • Advising Clients on Key Rollover Decisions
  • NUA (Net Unrealized Appreciation) Rules and Strategies for Employer Stock
  • 5 NUA Mistakes You Cannot Afford to Make
  • What You Need To Know About Special 10Year Averaging
  • 72(t) Rules for Early IRA and Plan Distributions
  • How to Avoid the Most Common 72(t) Tax Traps
IMPORTANT: In order to receive CE credits, you must be present from 8:30 am to 5:30 pm on both days.
www.irahelp.com     Tel: 877-337-5688     Fax: 215-575-0401
Copyright © 2010 Ed Slott and Company, LLC

YES!
Please register me for Ed Slott's Exclusive 2-Day IRA Workshop: Instant IRA Success
Registration Form - November 3-4, 2010 - La Jolla, CA
Please fax completed form to 215-575-0401 or mail your completed registration form to
Ed Slott & Company, LLC 42 S. 15th Street, Suite 900, Philadelphia, PA 19102
Online registration availible at www.irahelp.com
Continuing Education Insurance Credits by State PACE:
CFP - 14 CREDITS
PACE - 14 CREDITS
CPE (for CPAs) - 14 CREDITS
CLE packets will be available for
attorneys 		14 CREDITS: AL, AK, AZ,
CA, CO, CT, DE, DC, FL, GA,
ID, IL, IN, IA, KY, LA, ME, MD,
MI, MN, MO, NE, NV, NH,
NJ, NM, NY, OH, OK, OR,
SC, TX, VT, VA, WA, WI, WY
 12 CREDITS: AR,
HI, KS, MA, MS, ND,
PA, SD, TN, UT, WV
6 CREDITS: NC
3 CREDITS: MT
LUTC Fellow FSS
CFP ChFC®
CLU® CASL™
RHU® REBC®
CLF® CAP
MSFS MSM
IMPORTANT: In order to receive CE credits, you must be present from 8:30 am to 5:30 pm on both days
Single Payment of $1995
LaJollax
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Pay $399/month for 5 months if you register by July 1
Pay $499/month for 4 months if you register by August 1
Pay $665/month for 3 months if you register by September 1
Pay $998/month for 2 months if you register by October 1
 
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www.irahelp.com          Tel: 877-337-5688          Fax: 215-575-0401
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