Search:


Home
Ed Slott, CPA
Ed as a Speaker
IRA Advisor Newsletter
Shopping Cart
Discussion Forum
News Releases
Sponsorship Opportunities
Contact Us
Email Address

Password

Remember me

Password Reminder
No account yet? Create one
Sign up for our free IRA updates via email:
Ed Slott's Exclusive 2-Day IRA Workshop, Instant IRA Success

Put today's $10 trillion IRA market to work for you and your clients!

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!






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...

"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 there!"

—Jim Flanagan, Naperville, FL


"Ed presented the best information I have seen in 13 years of business. Every advisor that touches IRAs should at least attend this 2-Day Workshop – period!"

—Kenny Porter, Virginia Beach, VA


"During 12 years in financial services with top companies, no training compares to the information and presentation level of Instant IRA Success. This is cutting edge!"

—Ed Cassell, South Bend, IN


"The knowledge and strategies delivered in this program are critical for success in attracting, advising and retaining the deluge of retirees. This workshop is a great way to differentiate yourself from the competition."

—Robert M. Burkarth III, Stamford, CT


"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














Back to top

Speaking IRA Advisor Newsletter Shopping Forum Contact Us Terms & Conditions "

Retirement Resources for Advisors Retirement Resources for Consumers