INSTANT IRA SUCCESS: America’s Leading Retirement tax Training for Financial Advisors
Featuring THE LATEST RETIREMENT TAX LAW CHANGES IN EFFECT NOW, including secure act, secure act 2.0 & obbba
July 9-10, 2026 | Live in New York, NY | Registration Now Open!
HELP YOUR CLIENTS NAVIGATE THE MOST COMPLEX RETIREMENT TAX LANDSCAPE IN A DECADE
Recent retirement legislation, including the SECURE Act, SECURE Act 2.0, and OBBBA, along with new IRS rulings and evolving best-interest standards are creating confusion for clients and accelerating costly mistakes. Critical planning windows are closing fast, and missed opportunities around inherited IRAs, Roth strategies, beneficiary setups, and rollovers are already costing retirees real money.
July is when client data is clearer and planning options remain open, making it the ideal time to prepare for second-half reviews and year-end discussions. Advisors who sharpen tax strategy now enter those meetings more confident, proactive, and prepared to guide decisions before planning windows close.
Join America’s IRA Experts for two focused days that cut through the noise and show you what matters now — practical moves that reduce lifetime taxes, prevent errors, and elevate your value as an advisor.
What You’ll Gain From This Workshop
- A practical action plan to use immediately in client reviews and planning meetings
- Up-to-the-minute IRA and retirement tax guidance based on the latest legislation and IRS developments
- A clean, repeatable rollover workflow you can apply in appointments, workshops, and COI conversations
- A 400+ page reference manual to keep and use throughout the year
- Up to 14 hours of continuing education credit
- Direct access to America’s IRA Experts with Q&A built into both days
This isn’t about memorizing tax law. It’s about applying it confidently in real client situations.
The Industry’s Most Trusted IRA & Retirement Tax Training
This workshop regularly sells out because advisors know: if you’re not leading with tax strategy, you’re not leading.
Get direct access to nationally recognized retirement tax experts and authoritative guidance you can immediately use in client meetings, workshops, and planning engagements.
“In a world where advice is being commoditized by robo investing and AI, there’s a greater opportunity than ever to distinguish the human value we bring. Ed and his team give you a roadmap to stand out and to truly change clients’ lives.“
— Brett Mock, JD, CFP®, (February 2026 Attendee)
Reserve Your Seat or Review Details
- Workshop Locations
- Testimonials
- FAQs
July 9 – 10, 2026
New York, New York
New York Marriott at the Brooklyn Bridge
Click Here to Book Your Room
Hundreds of financial advisors attend Ed Slott and Company’s 2-Day IRA Workshop each year. Below is what some of our attendees are saying about the program.
“Ed and his team know how to take important and timely information, and pair education with urgency so we can make an immediate difference for our clients. I feel like I could skip all the other CE classes out there and stick with this pertinent and entertaining workshop!”
— Amy Jamrog, Massachusetts
“This course and team were 1st class. This by far was the best online training I have ever received. They were seamless with each other presenting and the ease of technology used was perfection.”
— Melinda Chase, Florida
“Within the first 30 minutes of Ed’s workshop, I realized I had made a common IRA planning mistake. I called my office and stopped a transaction saving my client tax on $136,000 and saving the relationship. This program paid for itself within the first hour I was here!”
— Jim Flanagan, Naperville, FL
“The emphasis on the SECURE Act was critical. No amount of self-study could prepare me as well as the Slott team!”
— Scott Dewhurst, New York, NY
“I was able to show a prospect (now client) how to save $52,000 on their RMDs from the material at this training! Their CPA loved it and so did the client.”
— Larry Schuffman, Pensacola, FL
“Without this course, any professional advising clients on IRAs could make costly, in some cases savings-crushing, mistakes.”
— Lisa Barram, Fort Washington, PA
“Where else can we get developments up-to-the-minute?”
— Mary Ahearn, Tucson, AZ
“Easily the BEST CPE I’ve taken! Very informative, engaging, and interesting. Ed and his IRA Experts are Rock Stars!!”
— Mina Akita, Raleigh, NC
“Ed’s energy and enthusiasm are only exceeded by his knowledge of the subject matter, great presentation!!”
— Kevin Campisano, Louisville, KY
Click each question for corresponding answer.
1. How can I register for the workshop?
2. What is included in the registration fee?
3. What will be covered at the workshop?
4. Does this workshop offer Continuing Education (CE) credits?
Ed Slott and Company is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
