Join us for a power-packed one hour webinar and learn how to avoid seven of the most common and costly IRA mistakes that frequently trip up advisors and their clients. Many of these mistakes are fatal and cannot be undone. Get it right the first time and avoid unhappy clients... and their lawyers!
Highlights of this program include:
Ed Slott was named "The Best Source for IRA Advice" by the Wall Street Journal and called "America's IRA Expert" by Mutual Funds Magazine. He is a nationally recognized IRA-distribution expert, a professional speaker, and the creator of several public television specials, including the most recent, Ed Slott's Retirement Rescue!
Ed established the IRA Leadership ProgramSM and Ed Slott's Elite IRA Advisor GroupSM, which were developed specifically to help financial institutions and advisors, financial advisor firms and insurance companies become recognized leaders in the IRA marketplace.
He hosts the popular websites, www.irahelp.com and www.theslottreport.com, and regularly presents continuing professional-education seminars on IRA distribution planning for financial advisor firms, mutual fund companies, brokerage firms, insurance professionals, financial planners, banks, CPAs, and attorneys all across the country.Jeffrey Levine
Jeffrey Levine, CPA/PFS, CFP, is an Ed Slott and Company IRA Technical Consultant, an accomplished writer and go-to industry source on the best practices and dangerous pitfalls involving the complex world of IRAs and other retirement accounts. Jeffrey is a contributing writer and editor for Ed Slott's IRA Advisor newsletter and writes for several areas of the company's websites, www.irahelp.com and www.theslottreport.com. He is a contributing author to the 2012 edition of The Retirement Savings Time Bomb… And How To Defuse It and is a regular contributor to various industry publications. Jeffrey has been quoted in numerous publications throughout the country, including the New York Times, San Francisco Chronicle, Kiplinger's Retirement Report and the Wall Street Journal.
Jeffrey has helped educate thousands of Financial Advisors, CPAs, Attorneys and consumers on IRA tax and estate planning strategies. He is a presenter for national conferences, CPA continuing education programs, web-based conferences and client seminars