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

Ed Slott and Company's 2-Day Virtual IRA Workshop


The SECURE Act single-handedly upended many long-standing retirement rules when it became effective on January 1, 2020. Only three months later, a second and equally enormous piece of legislation was passed—the Coronavirus Aid, Relief, and Economic Security (CARES) Act.

How will history remember 2020? That is yet to be written and out of our control. How will your clients remember you and the actions you took during these trying times? It is said that crisis does not build character—it reveals it.

Leading financial advisors, those who take the reins during one of the most uncertain and difficult periods in American history, need to be knowledgeable on these significant tax laws and updates.

Are you prepared to answer your clients’ questions and be a knowledgeable expert in this new terrain?

Join us July 9-10, 2020 for the first-ever VIRTUAL Instant IRA Success to receive the latest IRA and tax rules from America’s IRA Experts and leave with a Monday morning action plan that turns cutting-edge strategies into improved client relationships and increased business.

Participants will learn how to help your clients and prospects:

  • Navigate SECURE Act and CARES Act extensions, key dates and deadlines
  • Consider new planning opportunities and critical updates with the end of stretch IRAs
  • Understand the RMD waiver and coronavirus related distributions (CRDs)
  • And more

Become the trained specialist your clients and prospects want and need! Our educational IRA experience includes:

  • 400+ page digital 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 & CARES Acts!

Additional Information 

To receive CE credits, you must be in attendance for the entire workshop on both days. Participances will earn 12 CPE credits.

Field of study: Taxes
Prerequisites & Advanced Preparation: None 
Program Level: Beginner
Delivery Method: Group Internet Based via Zoom


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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