HELP YOUR CLIENTS DELIVER EXPERT RETIREMENT ADVICE
ACCESS INDUSTRY-LEADING TRAINING AND EDUCATIONAL RESOURCES
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.
ED SLOTT AND COMPANY’S IRA SUCCESS E-LEARNING
Ed Slott and Company’s IRA Success is an industry first – combining the expertise and clear-cut language of America’s IRA Expert and Professor of Practice Ed Slott, CPA, and his team with The American College of Financial Services’ proven pedigree in e-learning design and delivery.
You can learn anytime or anywhere from who USA Today calls, “ the nation’s leading source of IRA advice.” This innovative, CE-eligible, 12-course program is now available!
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.