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Course/Product Description
Title:

Ed Slott's Instant IRA Success Workshop

SKU:SM-1003750
Format: In-Person Seminar
Find A Class Near You: View Dates And Locations For This Seminar
Description:

Ed Slott's Instant IRA Success Workshop

You can sense the urgency. Consumers with the largest IRAs are desperately searching for educated financial advisors to safeguard their retirement savings and help them take advantage of ever-changing tax laws.

NOW MORE THAN EVER, educated financial advisors will gain a clear competitive edge. NOW IS YOUR TIME to seize these opportunitiesĀ­ before some other proactive advisor does. You must be equipped with the necessary, up-to-date information so you can spring into action NOW - and save your clients a FORTUNE IN FUTURE TAXES.

Ed Slott, America's IRA Expert, will share his IRA expertise with you over 2 full days packed with up-to-date IRA information. Ed Slott and his team of IRA Technical Consultants will provide you with the knowledge you need to succeed - and gain your share of this $10 trillion market!

Why You Should Attend

  • Get the latest information from America's IRA Expert and his team of IRA Technical Consultants
  • Prepare for this unprecedented opportunity in a growing, desperate marketplace
  • Outperform your competition with cutting-edge IRA distribution strategies
  • Put the latest IRA tax strategies to work for your clients
  • Generate NEW, lasting business with a positive, proactive message and increased IRA knowledge
  • Receive a detailed analysis of the most recent case studies, private letter rulings, Congressional action and Supreme Court rulings to keep you on the cutting-edge of retirement, tax law and IRA distribution planning

Highlights Include

  • The latest on income tax, capital gains and estate tax rates, how to utilize the estate, gift and GST exemptions and more tax-saving tactics!
  • 25 IRA rules you MUST know and how you can LEVERAGE them into NEW business
  • Outperform your competition with cutting-edge IRA distribution strategies
  • Put the latest IRA tax strategies to work for your clients
  • Generate NEW, lasting business with a positive, proactive message and increased IRA knowledge
  • Receive detailed information about 2015 Roth conversion planning
  • Obtain your 2015 action plan loaded with powerful planning points
  • Take advantage of networking time with top financial advisors from across the country
  • Ask questions to our IRA Technical Consultants on site to help you and your practice
Other Items
  • Agenda
  • CE Credits (see credits by state below)

Licenses / Designations / Educational Credits:General/Life Health
Alabama: 14
Alaska: 14
Arizona: 14
Arkansas: 12
California: 14
Colorado: 14
Connecticut: 14
DC: 14
Delaware: 14
Florida: 14
Georgia: 14
Hawaii: 12
Idaho: 14
Illinois: 12
Indiana: 14
Iowa: 14
Kansas: 12
Kentucky: 14
Louisiana: 14
Maine: 14
Maryland: 14
Massachusetts: 12
Michigan: 14
Minnesota: 14
Mississippi: 14
Missouri: 14
Montana: 14
Nebraska: 14
Nevada: 14
New Hampshire: 14
New Jersey: 14
New Mexico: 14
New York: 14
North Carolina: 14
North Dakota: 14
Ohio: 14
Oklahoma: 14
Oregon: 14
Pennsylvania: 14
Rhode Island: 14
South Carolina: 14
South Dakota: 10
Tennessee: 14
Texas: 14
Utah: 14
Vermont: 14
Virginia: 14
Washington: 14
West Virginia: 12
Wisconsin: 14
Wyoming: 14

CFP
All US States: 14

CPE for CPAs
All US States: 14

PACE
All US States: 14
About The Provider: Ed Slott was named as "The Best" source for IRA advice by The Wall Street Journal and called "America's IRA Expert" by Mutual Funds Magazine.

Mr. Slott is the author of Your Complete Retirement Planning Road Map (Ballantine Books; 2007), Parlay Your IRA Into a Family Fortune (Viking; 2005), The Retirement Savings Time Bomb and How to Defuse it (Penguin; 2008) and Ed Slott's IRA Advisor, a monthly IRA newsletter and he is a personal finance columnist for numerous financial publications.

He is a past Chairman of the New York State Society of CPAs Estate Planning Committee and editor of the IRA Planning section of The CPA Journal. Mr. Slott is the recipient of the prestigious "Excellence in Estate Planning" and "Outstanding Service" awards presented by The Foundation for Accounting Education. He is a former Board member of The Estate Planning Council of New York City.

Mr. Slott is often quoted in The New York Times, Newsday, The Wall Street Journal, The Washington Post, The Los Angeles Times, The Boston Globe, Time, Newsweek, Fortune Magazine, Forbes Magazine, Money Magazine, Kiplinger's Personal Finance Magazine, USA Today, Trusts & Estates, Bloomberg Personal, Medical Economics, Investor's Business Daily, Smart Money and a host of additional national magazines and financial publications. He has appeared on NBC, ABC, CBS, CNBC, CNN, FOX, PBS, National Public Radio, Bloomberg TV and radio. Mr. Slott is also an internet consultant to financial information web sites.
Price: $1,995.00
More Info: Contact Us For More Information
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