Ed Slott and Company's 2-Day IRA Workshop | Ed Slott and Company, LLC

Ed Slott and Company's 2-Day IRA Workshop - San Francisco 2020


Join us in San Francisco, CA on February 21-22, 2020  to receive the latest IRA and tax rules and leave with a Monday morning action plan that turns cutting-edge strategies into improved client relationships and increased business.

Your target market's demographics preview an overflow of new business opportunities:
  • IRAs are the nation's largest retirement account with $8.2 trillion in total nationwide assets ... and growing!
  • 2.5 million Baby Boomers turned age 70.5 last year ... can you imagine the influx of RMD questions coming your way?
  • 10,000 Boomers retire every day - many with large company retirement plans and no plan on how to best protect those assets

Instant IRA Success is your answer to capturing your share of this growing marketplace. Our educational IRA experience includes:

  • 400+ page course manual
  • Valuable CE credits
  • Client-saving Q&A opportunities with America's IRA Experts
  • A detailed analysis of the most recent tax law changes, case studies, private letter rulings, Congressional action and Supreme Court rulings to keep you on the cutting-edge of retirement, tax law and IRA distribution planning

Find not just new business, but the best business while specializing in the second half of the retirement game.


Ed Slott and Company's 2-Day IRA Workshop is an educational experience that provides two full days of current, powerful IRA information. Below are highlights of the expertise, benefits and actionable strategies you can expect!

  • Cutting-edge IRA distribution strategies to help you outperform your competition
  • Coverage of the Tax Cuts and Jobs Act of 2017
  • Proactive messaging that will showcase your expertise and generate lasting business
  • Roth conversion planning tactics to move more client money from forever-taxed to never-taxed
  • A turnkey "opportunities-and-relationships" 2019 action plan full of powerful planning points
  • 25 IRA rules you MUST know and how you can LEVERAGE them into NEW business
  • Networking breaks to discuss business with top financial advisors and sponsoring companies from across the country
  • Question-and-answer time with our IRA Technical Experts to make sure you leave with no current question unanswered

Hundreds of financial advisors attend Ed Slott and Company's 2-Day IRA Workshop each year. Below is what some of our attendees are saying about the program.

"If you want to become the best advisor in your area, you must learn from the best in the nation."
— Douglas Nickson, Bellevue, WA

"It's almost too good to be true that I have access to this type of tax law expertise!"
— John Piershale, Crystal Lake, IL

"Where is all of the money in America? In IRAs and 401(k)s. The IRA experts will attract these assets."
— Michael Trent, Columbia, SC

"An absolute game-changer in my practice."
— Dwain Owens, Columbus, NE

"Ed Slott's 2-Day IRA Workshop provides diligent advisors with the ability to differentiate and stand out in a crowded field. He is the expert on the latest changes in a rapidly-changing tax world. This expertise will save your clients tens of thousands of dollars."
— Pete Thompson, Honolulu, HI

"Within 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 workshop paid for itself within the first hour I was here!"
— Jim Flanagan, Naperville, FL

"I have been practicing long enough to know when value has been provided in a conference. This should be a required course for all financial professionals. It covered an incredible amount of important material for my business and my clients."
— Bruce Roth, Louisville, KY

“Outstanding 2 days of training! 40 years in the business and this was an eye-opening experience! What you don’t know CAN hurt you, so you must attend Ed Slott and Company’s 2-Day program.”
— Chuck Price, Portland, OR

“Hands down, the most beneficial educational program I’ve ever attended. Comprehensive, very well organized and provided the material for ongoing application.”
Paul Espey, West Des Moines, IA

Click each question for corresponding answer.

1. How can I register for the workshop?

First and foremost, you can click the blue REGISTER button just above this box. You can also give us a call at 800-663-1340 and a staff member will be happy to assist you.

2. What is included in the registration fee?

Your registration fee includes admittance to the workshop each day, a 400-plus-page course manual for your use during the workshop and as a study guide once you return to the office and breakfast and lunch on both days of the workshop.

3. What will be covered at the workshop?

IRA-distribution and tax laws are always changing. We continually update our program agenda. Click the blue AGENDA button just above this box to view the most current agenda.

4. Does this workshop offer Continuing Education (CE) credits?

Yes. Ed Slott's 2-Day IRA Workshop offers insurance continuing education credits (varies by state), PACE, CFP, NASBA, IRS and Continuing Legal Education credits. Click the blue CE CREDITS button just above this box to view the entire list of CE credits offered.

5. I have a group of colleagues who are interested in attending. Do you offer any special group discounts?

Yes. Please contact our office at (info@irahelp.com) about special group pricing.

6. I can't make the upcoming workshop. When is the next workshop and what are my other options?

If you can't make the upcoming workshop, you can find the next workshop dates and location at the "Workshop Locations" tab on this page. If you can't make either of the live workshops during a calendar year, you should look into our eSeminar, an online training series comprised of seven 90-minute sessions. Click here to view more information on the eSeminar.”

7. Does attending this workshop make me eligible to join Ed Slott's Elite IRA Advisor Group℠?

Yes. You are eligible to join Ed Slott's Elite IRA Advisor Group SM as soon as you complete this workshop. You are eligible for two years from the date you completed the 2-Day IRA Workshop. Please contact Matt Smith (matt@irahelp.com) for more information on benefits and pricing.

Find members of Ed Slott's Elite IRA Advisor GroupSM in your area.
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