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Ed Slott and Company's eSeminar Series

The largest opportunity in our industry’s history is here: a recovering and rising stock market, a Baby Boomer boom of new prospects and a complicated tax code few understand. Yet, most financial advisors are not educated enough to capture new IRA rollover business and keep existing clients from fleeing in fear.

Ed Slott and Company's Instant IRA Success eSeminar Series fills an industry void, utilizing IRA expertise to directly impact your existing relationships and your bottom line.

The NEW tax laws have created consumer confusion, and in turn MASSIVE opportunities to stake your claim as an expert in your field. Guide your clients to safety and impress potential high-net-worth clients with the latest IRA distribution planning strategies.

Our online training series includes 7 web-based sessions packaged as a group or available separately with dates running through 2017!

Check out the calendar below for session dates and topics and the tabs further down the page for more information on pricing and benefits. Each 90-minute session begins promptly at 3:00 PM (ET) on the scheduled date.


  2017 2017 2017
IRA Essentials
January
4
May
10
August
16
Roth IRAs
January
18
May
24
August
30
Critical IRA Updates
February
1
June
7
September
13
25 IRA Rules, Part 1
February
22
June
21
September
27
25 IRA Rules, Part 2
March
8
July
5
October
11
Naming Trusts as IRA Beneficiaries
April
5
July
19
November
1
Rollover Decisions and Early Distributions
April
26
August
2
November
15

Ed Slott and Company’s Instant IRA Success eSeminar Series includes 8 sessions packaged as a group or available separately.  You can take individual sessions for $289/session or take all 7 sessions for $1795.

Below is a list of the 7 sessions offered continuously throughout the calendar year.

IRA Essentials25 IRA Rules – Part 2
Roth IRAsNaming Trusts as IRA Beneficiaries
Critical IRA UpdatesRollover Decisions and Early Distributions
25 IRA Rules – Part 1 

 

Ed Slott and Company’s Instant IRA Success eSeminar Series is a web-based training series that educates financial professionals on IRA-distribution planning. 

Below are some of the course highlights:

  • The latest critical IRA updates so you as an advisor are on top of the tax law and IRA regulations for current clients and prospects
  • A Roth IRA action plan to implement with existing clients and prospects
  • 25 powerful IRA rules every financial advisor should know
  • Life insurance planning with IRAs and detailed analysis of implementing the missing estate plan
  • Everything you need to know about naming trusts as IRA beneficiaries
  • Information on net unrealized appreciation (the BIGGEST benefit in the tax code) and 72(t) rules

Ed Slott and Company’s Instant IRA Success eSeminar Series is a web-based training series that educates financial professionals on IRA-distribution planning. 

Below is what advisors are saying about the education and business-building practices they received through the eSeminar Series.

“It was a no-brainer to take 90 minutes from my schedule every two weeks and listen to each session.  The 8 web-based sessions were filled with timely information.  I highly recommend this series!”

— Mark Gagnon

 

Click each question for corresponding answer.

1. How can I register for the eSeminar Series?

You can register by clicking here or the REGISTER HERE green button above this box.  You can also print out the enrollment form and fax it to 215-575-0401 or give us a call at 877-337-5688 and a staff member will be happy to assist you.

2. What is included in the registration fee?

Your registration fee includes admittance to each paid session (you can take sessions separately or packaged as an seven-session series) as well as a 40-plus-page manual that accompanies each session.

3. What will be covered during these sessions?

IRA-distribution and tax laws are always changing.  We continually update our program agenda.  Click here to view the current agenda or use the green button on the right hand side of this page.

4. Does this workshop offer Continuing Education (CE) credits?

No.  Unfortunately we cannot offer CE credits for our online sessions, but Ed Slott’s 2-Day IRA Workshop does offer insurance continuing education credits (varies by state), PACE, CFP, NASBA, IRS and Continuing Legal Education credits.  If you need CE this year, consider attending our live workshop.  Click here to view the entire list of CE credits offered.

5. I have a group of colleagues who are interested in attending.  Do you offer any special group discounts?

Yes.  Please contact Kira Fasanella (kira@irahelp.com) about special group pricing.

6. I can’t make one of the sessions.  What can I do?

All seven of our eSeminar Series sessions are held three times per calendar year.  The series’ format is session-based, meaning a financial advisor does not need to take the first session to understand the material covered in the second.  You can take the sessions in any order during any of the available dates.  Check the session calendar above these tabs for all currently scheduled dates.

If you already registered for a session and can’t make the scheduled time, please contact Kira Fasanella at 215-557-7022 to reschedule.  We do not provide recordings of live sessions for replay.

7. Does completing the eSeminar Series make me eligible to join Ed Slott’s Elite IRA Advisor GroupSM?

Yes.  You are eligible to join Ed Slott’s Elite IRA Advisor GroupSM as soon as you complete all seven sessions and pass each quiz given at the end of each corresponding session.  You are eligible for two years from the date you complete your last session.  Please contact Member Relations Manager, Ilana Slott (ilana@irahelp.com) for more information on benefits and pricing. You can view a current brochure here.

8. Do I have to complete the quiz at the end of a session?

You must take and pass each quiz directly following the session to be eligible to join Ed Slott’s Elite IRA Advisor GroupSM.

9. I signed up for a session and didn’t receive an email with instructions on how to log in.  What should I do?

We send an email with instructions the morning of each session.  If you did not receive an email by mid-morning (Eastern Time), please give us a call at 215-557-7022.

10. I signed up for a session and received the email with login instructions, however, I can’t seem to log in.  What should I do?

Please call our eSeminar Series hosting company, ReadyTalk, at 1-800-843-9166 and they can walk you through computer issues and troubleshooting options.