Missed Out on July? Secure Your Seat for September— Before It Sells Out Again! LIVE!
• Expert guidance on SECURE 2.0 and the latest IRS updates
• Proven strategies for Roth conversions, RMDs, 401( k) rollovers, and more
• Maximize Roth conversion opportunities and avoid costly RMD traps
• Real-world case studies and hundreds of advisor questions answered live via chat
Missed Out on July? Secure Your Seat for September— Before It Sells Out Again! LIVE!
Ed Slott, CPA
Sarah Brenner, JD
Ian Berger, JD
Andy Ives, CFP ®, AIF ®
Ed Slott and Company’ s 2-Day IRA Workshop
INSTANT IRA SUCCESS
SEPTEMBER 17-18, 2025 VIRTUAL
What you’ ll gain:
• Expert guidance on SECURE 2.0 and the latest IRS updates
• Proven strategies for Roth conversions, RMDs, 401( k) rollovers, and more
• Maximize Roth conversion opportunities and avoid costly RMD traps
• Real-world case studies and hundreds of advisor questions answered live via chat
This is not theory— it’ s a working session packed with practical insights and planning tools you can apply immediately
EARLY-BIRD SAVINGS: SAVE $ 500 BY AUGUST 15
Promo Code: EARLYBIRDFA
SEATS ARE LIMITED AND FILLING FAST.
Register at irahelp. com / 2-day
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