Ed Slott and Company's Advisor Training | Ed Slott and Company, LLC

Ed Slott and Company's Advisor Training

HELP YOUR CLIENTS DELIVER EXPERT RETIREMENT ADVICE

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ED SLOTT AND COMPANY'S VIRTUAL 2-DAY IRA WORKSHOP

INSTANT IRA SUCCESS

Updated for the SECURE & CARES Acts

Ed Slott and his team of IRA Experts hold two LIVE 2-day IRA training workshops each year. In light of COVID-19, we are now hosting VIRTUAL workshops! As news continues to break, this LIVE virtual training will prepare you to answer the top questions of your clients, prospects and centers of influence, including the most-up-to-date IRA expertise and planning considerations stemming from the SECURE and CARES Acts.  After two days, you will be armed with immediately actionable intel to help your clients maximize their hard-earned retirement savings. CE Credits available.

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ED SLOTT AND COMPANY’S INSTANT IRA SUCCESS ESEMINAR

Ed Slott's team of IRA Technical Consultants leads seven 90-minute online training sessions available separately or packaged as a group. Receive a 50-plus-page handout and ask questions during each session. Popular sessions include: Roth IRAs, Critical IRA Updates and Key Rollover Decisions.

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Subscriber access

ED SLOTT'S ELITE IRA ADVISOR GROUP

This exclusive organization of financial advisors is dedicated to being leaders in the IRA industry. Ed Slott's Elite IRA Advisors are equipped with up-to-date tools and resources to help their clients and boost their business. Membership benefits include: 2 LIVE workshops per year, access to our Elite-specific section of www.irahelp.com, immediate updates and webcasts and IRA Technical Consultants on hand to answer your tough questions. Also, you are listed as an Ed Slott-trained advisor on our Find an Advisor search and receive a FREE online subscription to Ed Slott's IRA Advisor newsletter.

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