Ed Slott and Company
Ed Slott and Company is the nation's leading source for IRA advice. The firm is the top provider of technical IRA education for financial advisors, CPAs and attorneys. Ed Slott and Company provides advanced training to financial professionals to become knowledgeable recognized leaders in the retirement marketplace. They answer retirement savers’ most important questions, continually providing practical, easy-to- understand information on IRA, retirement, tax and financial planning topics.
ABOUT ED SLOTT AND COMPANY
Ed and the team of IRA Experts regularly present 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 across the country.
Their diverse client list includes major corporations such as Fidelity Investments, American Express, Merrill Lynch, Nationwide Insurance, and Oppenheimer Funds.
Ed Slott and Company has been quoted in national news publications including The New York Times, The Wall Street Journal, The Washington Post, Money Magazine, and Forbes.
The company has appeared on NBC, ABC, CBS, CNBC, CNN, FOX, PBS, Public Television, NPR, and Bloomberg TV and radio.
SERVICES
Event Speaking.
With engaging insights from a nationally recognized and objective third-party CPA, attendees will leave with a new understanding, openness and excitement to discuss risk- and tax-managed strategies with you.
Advisor Training.
Ed Slott and his team of IRA Experts hold LIVE 2-day IRA training workshops. After two days, you will be armed with immediately actionable intel to help your clients maximize their hard-earned retirement savings.
Advisor Membership.
Members of Ed Slott’s Elite IRA Advisor GroupSM train with Ed Slott and his team of IRA Experts on a continuous basis. These advisors pass regular background checks, complete requisite training, attend semiannual workshops, webinars, and complete mandatory exams.
Media & Interviews.
National and industry media outlets regularly rely on Ed Slott and Company to provide clear, concise insights on advanced IRA, retirement and estate planning topics.
IRA Resources.
As the nation’s leading source of accurate, timely IRA expertise and analysis, Ed Slott and Company offers a robust range of resources for answers to your most important questions.