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Technical Experts

 

Beverly DeVeny, Director of Retirement Education

Beverly provides advice and assistance to financial advisors with client questions and developing planning strategies. She is a technical editor of Ed Slott’s IRA Advisor newsletter and was a technical editor of Mr. Slott’s books, Your Complete Retirement Planning Road Map (Ballantine Books, 2007), Parlay Your IRA Into a Family Fortune (Viking, 2005) and The Retirement Savings Time Bomb and How to Defuse It (Viking, 2003).

Beverly is also a technical consultant for the members of Ed Slott’s Elite IRA Advisor Group SM. She consults with firm clients and creates IRA course manuals and training programs for financial advisors and financial institutions.  Beverly is also a contributing writer for the company’s online information source, www.theslottreport.com.

In her spare time, Beverly enjoys knitting, embroidery, reading and playing computer games. 

Email : Beverly@irahelp.com
Phone : (516) 536-8282
Twitter: @BevIRAEdSlott


Sarah Brenner, IRA Analyst

Sarah has worked for over almost twenty years helping clients solve complex technical IRA questions. She has been a contributing writer for many IRA texts, articles and training manuals and has been quoted in national financial and tax publications.

She is an experienced speaker who has educated thousands of professionals in the financial industry including attorneys, CPAs, bankers, financial advisors, bankers and brokers on retirement plan rules. Sarah has won praise for her ability to communicate complex laws in an easy-to-understand way and provide practical strategies for clients. 

Sarah is a graduate of Smith College and Villanova School of Law. She is a member of the Pennsylvania Bar. When she is not working, Sarah enjoys yoga, reading, travel and spending time with family.

Email : sarah@irahelp.com
Phone : (516) 536-8282