The final weeks of 2024 present a critical planning window for advisors to connect with clients, prospects, and centers of influence on the best tax planning options of the year. Learn CPA and recognized IRA Expert Ed Slott’s best strategies to help clients reap tax savings from tax planning moves that may not be available after this year.
Advise on year-end Roth conversions to eliminate the uncertainty of future higher tax bills
Turn ordinary 401(k) income into capital gains using the tax break for net unrealized appreciation for company stock – many employees and their advisors have no idea this is even available to them!
Last-minute tax-efficient charitable planning strategies using QCDs (qualified charitable distributions)
Life insurance planning moves after the SECURE Act eliminated the stretch IRA
How to lock in the generous gift and estate tax exemptions before they are reduced
Estate planning after the SECURE Act – plans need updating immediately
With more than 250,000 employees impacted by layoffs in the tech sector alone in 2023, more people than ever are in need of knowledgeable advice for managing their company retirement plans. Plus, from the DOL to SEC Reg BI and various state departments continuing to advance best interest standards and documentation procedures, most financial advisors are not prepared to help clients with critical rollover decisions. These are regulations that are actively in effect today! Learn the exact process you need in order to act as a fiduciary advising on rollover decisions, including:
The 3 options available for a company plan when leaving an employer
Explaining the drawbacks, considerations and benefits of each option to clients
The 17 questions to ask and document with your clients when navigating rollover decisions
Costly pitfalls to avoid creating a significant taxable event
Financial institutions and their advisors have a demand for IRA coaching and educational programs, as well as access to the most up-to-date IRA information. This is a comprehensive and customizable corporate training program that:
Transforms the business growth mindset to one that establishes education as the top revenue driver
Delivers a wealth of IRA strategies that save relationships, grows client bases, and emulates fiduciary responsibilities
Provides technical expertise to help your advisors become recognized IRA leaders
Program Features
Customized presentations tailored for your audience and up-to-the-minute news
CE / CPE eligible content
Interactive Q&A with the team of America’s team of IRA Experts, either live or via chat
For online programs, virtual polling opportunities may be available that can deliver powerful insights for highly targeted follow-up to key relationships (subject to your hosting technology)
Want to forge or strengthen relationships with CPAs, attorneys or other financial professionals in your network? Host an event with America’s IRA Experts offering timely CE/CPA educational opportunities. This creates the perfect forum to showcase how your services and expertise can deliver new value to their clients and forge meaningful and mutually beneficial partnerships.
Want to attract leading financial advisors to your organization? Looking for ways to deliver increased value and fuel business growth for your affiliated advisors? Book Ed Slott to headline your next event to pack the house with the best of the best—those who are committed to:
Maintaining ethical integrity & professional education
Serving their clients’ best interest with high-value financial planning and
Working with high-net-worth and high-income clients
Ed Slott is a keynote speaker and industry expert who speaks on a wide range of topics such as Ed Slott’s Best Year-End Strategies: Retirement Tax Planning, The Big Decision: Rollover, Stay Put or Withdraw?, IRA Leadership Program, Referral Relationship Builder and Advisor Training Programs. The estimated speaking fee range to book Ed Slott for your event is $10,000 - $20,000. Ed Slott generally travels from New York, NY, USA and can be booked for (private) corporate events, personal appearances, keynote speeches, or other performances. Similar motivational celebrity speakers are Todd Buchholz, Dr. Bill Conerly, Joseph Stiglitz, Harry M. Kraemer and Manisha Thakor. Contact All American Speakers for ratings, reviews, videos and information on scheduling Ed Slott for an upcoming live or virtual event.
This website is a resource for event professionals and strives to provide the most comprehensive catalog of thought leaders and industry experts to consider for speaking engagements. A listing or profile on this website does not imply an agency affiliation or endorsement by the talent.
All American Entertainment (AAE) exclusively represents the interests of talent buyers, and does not claim to be the agency or management for any speaker or artist on this site. AAE is a talent booking agency for paid events only. We do not handle requests for donation of time or media requests for interviews, and cannot provide celebrity contact information.
If you are the talent and wish to request a profile update or removal from our online directory, please submit a profile request form.