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Course Details

Ed Slott's Instant IRA Success Workshop

Seminar: ID# 1003750
Ed Slott's Instant IRA Success Workshop
About This Course:
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)
Order:
Ed Slott's Instant IRA Success Workshop
Price: $1,995.00
To order this product, find a location and date that is convenient for you under the "Cities & Dates" tab.
Course Details
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