Ed Slott and Company’s Instant IRA Success eSeminar | Ed Slott and Company, LLC

Ed Slott and Company’s Instant IRA Success eSeminar

Ed Slott and Company's eSeminar is now updated for 2020     including all new SECURE Act information!

The eSeminar online classes allow you to gain timely and critical IRA information without having to leave your home! Listen at your convenience when it fits into your busy schedule.

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 high-net-worth prospects with the latest IRA distribution planning strategies.

Our online training includes 7 web-based sessions packaged as a group or available separately. Each 90-minute session comes with a 40-plus-page handout.  After listening to the recording, take a quiz to test your knowledge.  In order to be eligible to join Ed Slott's Elite IRA Advisor Group, you must successfully pass each quiz. 

With your registration, you have access to the materials for a 6 month period. 

Yahoo! Finance: "Ed Slott and Company's On-Demand Instant IRA Success eSeminar Now Available with New Tax Laws"

 

Ed Slott and Company’s Instant IRA Success eSeminar includes 7 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.

IRA Essentials

SECURE Act Impact on Stretch IRAs/Beneficiary Forms/Custodial Document Checklist
 

25 IRA Rules – Part 2

25 IRA Rules You Must Know and How to Capitalize on Them, Including New Rules Under the SECURE Act (Part One)

Roth IRAs

Roth Conversion Planning/3 Roth Conversion Questions You Need to Ask/Estate Planning with Roth IRAs

Naming Trusts as IRA Beneficiaries

25 IRA Rules You Must Know and How to Capitalize on Them, Including New Rules Under the SECURE Act (Part Two)

Critical IRA Updates

IRA Update/IRA Estate Planning Strategies/Life Insurance Planning with IRAs/Overlooked Tax Breaks for IRA and Plan Beneficiaries That Most CPAs Don't Know About

Rollover Decisions and Early Distributions

How to Use the New SECURE Act to Attract Large IRA Rollover Clients/Advising Clients on Key Rollover Decisions

25 IRA Rules – Part 1

When Required Distributions Must Begin/Year of Death Required Distributions/Reporting Requirements/5-Year Rule Confusion

 

 

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

Below are some of the course highlights:

  • The latest updates and information on the SECURE Act

  • 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

  • Everything you need to know about naming trusts as IRA beneficiaries

  • Information on net unrealized appreciation, the BIGGEST tax breaks in the tax code and 72(t) rules

  • Receive a 40+ page handout with each session

  • Complete all 7 sessions and become eligible to join Ed Slott's Elite IRA Advisor Group

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

“It was a no-brainer to take 90 minutes from my schedule and listen to each session.  The 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 the blue REGISTER button above. You can also print out the enrollment form and fax it to 516-536-8852 or 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 within a 6-month period to each paid session (you can take sessions separately or packaged as a seven-session series) as well as a 40-plus-page downloadable 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 blue AGENDA button above.

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

No.  Unfortunately we cannot offer CE credits for our online sessions, but Ed Slott and Company'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.

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. 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, Matt Smith (matt@irahelp.com) for more information on benefits and pricing.

7. How long do I have access to the sessions?

You will have 6 months to complete the sessions starting from the date of purchase. After 6 months, you will no longer be able to access the materials. You will be able to see your expiration date on the eSeminar access page where the recordings and materials are housed.

8. Once I have purchased the sessions, how do I access them?

Log in to www.irahelp.com. Once you are logged in, you will see a link to “eSeminar” in the log-in box. Click that link and you will be directed to a page with the recordings and session materials.

9. Am I able to listen to the sessions at any time?

Yes!  One of the benefits of the on demand eSeminar is that you can listen to the sessions at your convenience! You can take the sessions in any order that you’d like and you are able to listen to them at any time within the 6 month purchase period.
 

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