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 October 19-20, 2020 for Ed Slott and Company's 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

 

February 18-19, 2021
YOUR COMPUTER!
You will receive login details to join the live virtual training via email the week of the workshop.

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! From recognizing new backdoor Roth opportunities to identifying key beneficiary categories still eligible for stretch IRA provisions, 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 surrounding 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 two weeks before The New Retirement Saving Time Bomb debuts! As the new book tops the 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 plan considerations stemming from the SECURE Act

  • 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 available in a digital format to use as a practical reference guide

  • Up to 12 CE credits

  • Direct access to our team of IRA Experts through a virtual Q&A chat experience to make sure you leave with no questions unanswered

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.

*12 CPE credits.

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

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.

"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 (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.
 

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