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

Ed Slott and Company's 2-Day IRA Workshop

HELP YOUR CLIENTS TAKE FINANCIAL CONTROL, AVOID UNNECESSARY TAXES AND COMBAT THE LATEST THREATS TO THEIR RETIREMENT SAVINGS

The urgency for knowledgeable, professional advice has never been more essential! 

Help your clients have more, keep more and make it last with up-to-the-minute IRA education!

With the effects of SECURE 2.0 continuing to roll in, 2024 brings a wave of changes and little-known planning opportunities to discuss with your clients immediately. From new rules affecting many spousal beneficiaries starting in January to new opportunities to move 529 balances into Roth IRAs (but with notable limits and fine print to follow), and a closing window of limited-time tax-planning opportunities for your high-income clients, now is the time to gain a competitive advantage for both

your clients and your business with advanced planning strategies.

As news continues to break, this live training will prepare you to answer the top questions from your clients, prospects and centers of influence.

After two days, you will be armed with immediately-actionable intel to help your clients maximize their hard-earned retirement savings.

WHAT’S NEW? THE HIGHLIGHTS:

  • New rules affecting many spousal beneficiaries starting in January—overlooked effects of SECURE 2.0 that can significantly impact your clients' financial plans
  • New opportunities to move 529 balances into Roth IRAsbut with notable limits and fine print to follow
  • Limited-time tax-planning opportunities for high-income clients, allowing them to make plan catch-up contributions and maximize their tax deductions
  • New little-known ways to reduce RMDs with IRA annuities
  • The expansion of Qualified Charitable Distributions (QCD) rules providing a new TRIPLE WIN solution fulfilling RMD requirements, gifting to charitable causes, and creating annuity income for your clients
  • Miss an RMD in 2023? Navigating new RMD penalty relief options to help your clients avoid unnecessary fees in 2024.
  • New penalty-free ways to access retirement accounts before age 59½
  • Expiring tax breaks creating planning urgency with only two years left to take advantage of low tax rates before they are set to increase
  • The latest retirement scams and how you can add value as an advisor to protect your clients’ retirement savings

Don't miss out on this exclusive opportunity to stay ahead in the ever-changing financial landscape. Gain the knowledge and tools you need to elevate your client conversations, drive meaningful results and reach your business goals in 2024.

 

MASTER THE SECURE ACT

The SECURE Act single-handedly upended many long-standing retirement rules on January 1, 2020—particularly impacting those with large IRAs! With the IRS release of 275 pages of new RMD tax rules in February 2022, learn the latest strategies you can use to give your clients minimized taxes and post-death control of their assets.

PROVIDE BEST INTEREST ADVICE

From the SEC Reg BI to various state departments continuing to advance best interest standards and documentation procedures, most financial advisors are not prepared to help clients with rollover decisions—especially now with mass layoffs due to the pandemic! Learn the exact process you need in order to act as a fiduciary advising on rollover decisions.

GAIN EXCLUSIVE KNOWLEDGE & ACCESS

Get direct access to America's IRA Experts as the highly-anticipated new release, The New Retirement Saving Time Bomb, tops bestseller charts! You will have the latest training and strategies at your fingertips to have high-value conversations with your key contacts.

GET FOCUSED. GET EDUCATED. TAKE ACTION.

Join America's IRA Experts to take advantage of timely planning strategies, including:

  • The most-up-to-date IRA expertise, including new opportunities and planning considerations stemming from the SECURE Act, the SECURE Act 2.0 and new RMD regulations

  • An action plan to implement into your business immediately to protect your clients and prospects from avoidable (and costly) planning errors

  • A 400+ page manual to take home and use as a practical reference guide

  • Continuing education credits

  • Built-in networking and Q&A Time

Additional Information

Participants can earn state insurance, *CPE, CFP(R), American College, IRS, and CLE credits. To receive any continuing education credits, registrants must be in attendance for the entire workshop on both days. To learn more about the credit hours that will be awarded, click the blue "CE" button above.

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.

"Ed and his team know how to take important and timely information, and pair education with urgency so we can make an immediate difference for our clients. I feel like I could skip all the other CE classes out there and stick with this pertinent and entertaining workshop!"
— Amy Jamrog, Massachusetts

"This course and team were 1st class. This by far was the best online training I have ever received. They were seamless with each other presenting and the ease of technology used was perfection."
— Melinda Chase, Florida

"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

"The emphasis on the SECURE Act was critical. No amount of self-study could prepare me as well as the Slott team!"
— Scott Dewhurst, New York, NY

"I was able to show a prospect (now client) how to save $52,000 on their RMDs from the material at this training! Their CPA loved it and so did the client."
— Larry Schuffman, Pensacola, FL

"Without this course, any professional advising clients on IRAs could make costly, in some cases savings-crushing, mistakes."
— Lisa Barram, Fort Washington, PA

"Where else can we get developments up-to-the-minute?"
— Mary Ahearn, Tucson, AZ

"Easily the BEST CPE I've taken! Very informative, engaging, and interesting. Ed and his IRA Experts are Rock Stars!!"
— Mina Akita, Raleigh, NC

"Ed's energy and enthusiasm are only exceeded by his knowledge of the subject matter, great presentation!!"
— Kevin Campisano, Louisville, KY

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 and a 400-plus-page course manual for your use during the workshop and as a study guide once you return to the office.

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.
 
Ed Slott and Company is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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 ([email protected]) about special group pricing.

6. I can't make the upcoming workshop. What are my other options?

If you are unable to attend our scheduled workshops, we also have created Ed Slott and Company's IRA Success program in partnership with The American College of Financial Services for on-demand e-learning.

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 ([email protected]) for more information on benefits and pricing.

8. What is your cancellation policy?

Ed Slott and Company has a “no refund” policy. In the event of cancellation, your payment will be transferred to the next 2-Day IRA Workshop. For more information regarding refund, concerns and program cancellation policies, please contact our offices at 800-663-1340.
 

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