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Ed Slott and Company's 2-Day IRA Workshop

In 2014, you have opportunities to help your clients save and stretch their wealth and gain new business by empowering prospects with your knowledge of a tax code riddled with potential pitfalls.

Your business' best strategy is to gain the insight and expertise you need to stand out in this crowded marketplace. Ed Slott and Company's 2-Day IRA Workshop is a financial advisor training experience - 2 full days of extensive IRA education, tax law updates, IRA distribution planning strategies and networking time with advisors and professional companies in your field.

This educational 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 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

Are you seeking ways to differentiate yourself from other financial advisors and capture your share of a rapidly-growing marketplace? Expert education will set you apart from your competition.

Ed Slott and Company's 2-Day IRA Workshop is held twice per year in different areas of the country. Below is the last date and location for 2014.

July 17-18, 2014
Renaissance Chicago Downtown Hotel
1 W Upper Wacker Dr.
Chicago, IL 60601
(312) 372-7200

Book Hotel in Room Block


Ed Slott and Company's 2-Day IRA Workshop provides two full days of current, powerful IRA information. Below are highlights of what you can expect from the program.

  • The latest on income tax, capital gains and estate tax rates, how to utilize the estate, gift and GST exemptions and more tax-saving tactics!
  • 25 IRA rules you MUST know and how you can LEVERAGE them into NEW business
  • Outperform your competition with cutting-edge IRA distribution strategies
  • Put the latest IRA tax strategies to work for your clients
  • Generate NEW, lasting business with a positive, proactive message and increased IRA knowledge
  • Receive detailed information about 2014 Roth conversion planning
  • Obtain your 2014 action plan loaded with powerful planning points
  • Take advantage of networking time with top financial advisors from across the country
  • Ask questions to our IRA Technical Consultants on site to help you and your practice

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

"Ed Slott's Instant IRA Success is a game-changer. It will be the difference in securing my clients' financial future and my professional reputation."
— Jim Retter, Collinsville, IL

"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 register by clicking here or the REGISTER HERE green button just above this box. You can also print out the enrollment form and fax it in or give us a call at 877-337-5688 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 here to view the agenda or use the green button on the right hand side of this page.

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 here 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 Jared Trexler (jared@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 Series, a web-based training series comprised of eight 90-minute sessions. Click here to view more information on the eSeminar Series.

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 GroupSM 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 Program Coordinator Megan Connolly (megan@irahelp.com) for more information on benefits and pricing.

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