FA Magazine May 2023 | Page 63

JOIN THE “ ELITE ”
TAKE THE FIRST STEP The first step to qualify for Ed Slott ’ s Elite IRA Advisor Group SM is to attend a live 2-Day IRA Workshop July 20-21 , 2023 | BOSTON Save $ 300 Code : FINADV - OR-

My business has grown 4x by filling an invaluable planning gap for my clients .

My clients simply want to be in control of their finances in retirement , but there is a great absence of people that holistically know their stuff . Particularly with taxes , the people that are supposed to be doing their job — are not .
Joining Ed Slott ’ s Elite IRA Advisor Group SM is the best way to fill this critical void to not just memorialize the past but to plan for the future . This training encompasses something that even the smartest accountants do not deal with because they are historians . Plus , the laws and strategies are constantly changing . It is about knowing the right questions to ask and knowing who to go to if you do not know the answer . My membership means I have America ’ s IRA Experts on speed dial along with a fellowship of the most intelligent advisors in the country .

I attended my first training more than a decade ago because I did not know enough , and I wanted to learn more . And I keep going back because I know I do not know enough , and I want to learn more . Ultimately , this group makes me a recognized , respected , proactive tax guide helping people have better outcomes .

— Walter Pardo CWS ® , PPC™ , CEO of WFP Tax Partners , LLC

JOIN THE “ ELITE ”

▶ Unparalleled education & resources
▶ Exclusive access to leading experts
▶ An industry-leading network of peers
▶ Instant credibility
▶ Actionable business ideas
TAKE THE FIRST STEP The first step to qualify for Ed Slott ’ s Elite IRA Advisor Group SM is to attend a live 2-Day IRA Workshop July 20-21 , 2023 | BOSTON Save $ 300 Code : FINADV - OR-
Complete Ed Slott ’ s IRA Success e-Learning powered by The American College of Financial Services
Discount only applies to the live 2-Day IRA Workshop .
Visit irahelp . com / elitegroup to learn more today !
Email : info @ irahelp . com Phone : 800-663-1340
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