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


The SECURE Act is the most significant retirement security legislation in more than a decade. From raising the age of RMDs to removing roadblocks for annuities within company plans, are you prepared to answer your clients’ questions and be a knowledgeable expert in this new terrain?

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 $9.7 trillion in total nationwide assets ... and growing!
  • 10,000 Boomers retire every day - many with large company retirement plans and no plan on how to best protect those assets
  • 74% of IRA owners consult a professional financial advisor when creating a retirement strategy

Become the trained specialist these ideal prospects want and need! 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

Don't miss your chance to join America's IRA Experts for one of the first and most comprehensive workshops covering The SECURE Act!


October 19-20, 2020
You will receive login details to join the live virtual training via email the week of the workshop.

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 SECURE & CARES Acts
  • 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" action plan full of powerful planning points
  • 25 IRA rules you MUST know and how you can LEVERAGE them into NEW business
  • Question-and-answer sessions 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.

"This program, with its emphasis on the SECURE Act, empowered me to start immediate discussions with my clients today for a better tomorrow. I was reminded at this training that being complacent hurts a client. I strive for excellence by being up to date on new tax rules and strategies to make sure I am maximizing my clients’ potential retirement and legacy for which they have worked so hard. They deserve it and should demand this because it’s all about them. Fantastic education! Wonderful presentation!"
— Leticia Hewko, Tustin, CA

"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 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 (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?

In light of COVID-19, only virtual events are planned at this time. If you can't attend our scheduled virtual workshops, 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.

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 or eSeminar. For more information regarding refund, concerns and program cancellation policies, please contact our offices at 800-663-1340.

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