This group is comprised of financial professionals dedicated to the IRA industry. As a member of this group, we have access to training modules, bi-annual workshops, and regular webinars to further our knowledge, and better serve our clients. This group is not affiliated with LPL Financial and is by invitation only to financial professionals
Ed Slott's Elite and Master Elite IRA Advisor Group is designed to provide its members ongoing access to the most up-to-date IRA information available to properly and professionally service their IRA clients.
Ed Slott's Elite IRA Advisors are equipped with up-to-date tools, on-going continuing education and a plethora of resources to help their clients:
- 2 workshops per year with Ed Slott, our technical consultants, and guest speakers from Ed Slott and Company's network of knowledgeable colleagues with time-tested, practice-building ideas
- Access to the section of www.irahelp.com with a wealth of resources available ONLY for Elite members, including Ed Slott and company's custom-designed modules - diagnostic checklists that advisors can use to which strive to see that their clients' IRAs are set up and maintained correctly
- Live Q&A teleconferences
- Immediate updates via email alerts and webcasts on the latest changes to IRA tax planning
- IRA technical consultants to answer tough questions