The highest level of IRA Distribution Training
Ed Slott's Elite IRA Advisor Group&8480;
Any advisor serious about retirement planning should invest in their future and their clients’ futures by joining Ed Slott’s Elite IRA Advisor Group℠. The best of the best in IRA education and planning strategies. The best of the best financial advisors.-Craig Adamson
 
 

Take your business to the next level! Keep up the momentum—step up to Ed Slott’s Elite IRA Advisor Group℠ for the highest level of continuous IRA distribution training available anywhere. It’s where all the country’s top financial advisors meet.

Ed Slott’s Elite IRA Advisor Group℠ is an exclusive organization of financial advisors who are dedicated to being the leaders in the IRA industry. Because being the best in the business requires an enormous amount of ongoing education, time and effort, Ed Slott created Ed Slott’s Elite IRA Advisor Group℠ as a single resource for serious professionals. Ed Slott’s Elite IRA Advisors are equipped with up-to-date tools and resources to outsmart and outsell the competition.

What Our Members Are Saying...

"I have been involved in this group for the last six years, and it has given me the knowledge to truly impact my clients’ lives and their families. What a gift."
— Tom Till

"My five years as a member of the group have been the most important factor in the growth of my business."
— Dick Donahue

"I used to think I knew something about IRAs. Now, I actually do!"
— Richard Middleton

"I consider my Ed Slott Master Elite status more meaningful and more valuable for my clients than all of my other professional designations combined."
— Ed Kelly

 
 
  • 2 workshops per year with Ed Slott, our technical consultants, and guest speakers from Ed Slott and Company’s network of expert colleagues with cutting-edge, practice-building ideas
  • Access to the Elite section of www.irahelp.com with a wealth of resources ONLY for our Elite advisors, including Ed Slott and Company’s custom-designed modules — diagnostic checklists that advisors can use to ensure that their clients’ IRAs are set up and maintained correctly
  • Live Q&A webcasts
  • Immediate updates via email alerts and webcasts on the latest changes to IRA tax laws
  • Be listed on our website as an Ed Slott trained advisor
  • IRA technical consultants to answer your tough questions
  • Connections with media sources who are interested in interviewing the TOP financial advisors in the country
  • Sure-fire marketing techniques to attract new IRA assets from other less-informed advisors
  • Elite Group-specific and customizable products

Annual Membership fee is $5,500 or $500 per month

Set yourself apart from the competition! In order to stay in good standing with Ed Slott’s Elite IRA Advisor Group℠, you must successfully pass 2 semi-annual exams based on the material covered during our workshops and webcasts. Prove to your clients that you truly are the BEST of the BEST.

You are required to attend at least 1 of the 2 workshops per year. If you miss a workshop or a webcast, the material will be posted on the Elite section of the website so that you do not miss a beat!

 
 
Now is Your Opportunity to Become a Member!
The industry’s top producers rely on Ed Slott’s Elite IRA Advisor Group℠ to accelerate their business, charge more for their services, and stop competing on investment performance.