Course/Product Description Title: Ed Slott's Instant IRA Success Duration: 2 days Description: Learn From "The Best Source of IRA Advice"! Why should you specialize in IRAs? Because that's where the money is - and where more of it is heading! Ed Slott, CPA - called "The best source of IRA advice" by The Wall Street Journal - is uniquely qualified to teach you how to capture your share of this $10 trillion market. Instant IRA Success delivers two days of educational, engaging, and empowering IRA strategies and sales ideas. Don't wait to put your career in high gear. Get the edge on your competition with ideas you can start using the very next day! Why You Should Attend Learn from the nation’s leading IRA expert Prepare for unprecedented opportunity in the IRA market Capture your share of nearly $10 trillion in IRA rollover assets Outperform your competion with cutting edge IRA distribution strategies Put the latest IRA tax strategies to work for your clients Protect your clients from costly rollover mistakes Generate more referrals in the IRA market Highlights Include 25 IRA rules other advisors don’t know Attracting and retaining the largest IRA accounts How to increase your assets under management and retain them for 25 years 7 ways to differentiate yourself from everyone else competing for IRA assets How to stop competing on investment performance Using the IRA beneficiary form to gain referrals IRA strategies to increase your insurance sales Can't Make the Event? If you are unable to attend the live seminar, you don't have to miss out - enjoy the recorded version with our Multimedia Set. Continuing Education For more information on Continuing Education credits, click here. Licenses / Designations / Educational Credits: Life/Health/Accident California: 14 Colorado: 14 Connecticut: 14 DC: 14 Florida: 14 Kansas: 12 Kentucky: 14 Louisiana: 14 Maine: 14 Maryland: 14 Michigan: 14 Mississippi: 12 Missouri: 14 Nebraska: 14 Nevada: 14 New Mexico: 14 New York: 14 North Carolina: 6 Oregon: 14 Pennsylvania: 12 South Carolina: 14 South Dakota: 12 Tennessee: 12 Utah: 12 General All US States: 14 Ins. Laws & Regs Virginia: 2 PACE All US States: 14 CFP Board / NASBA 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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Keywords For This Course:
IRA, IRA rollovers, financial planning, 401k, retirement planning