JOIN THE“ ELITE”
TAKE THE FIRST STEP
“
I went from no formal training to a $ 100M + firm— in less than a decade.
Financial planning wasn’ t my first career, but after helping my parents navigate the unknowns of retirement planning, I found my life’ s purpose. Shortly after starting my practice, a 30-year veteran advisor gave me the best advice of my career:“ I wish I had joined Ed Slott’ s Elite IRA Advisor Group much earlier.” So that became my first goal.
Since joining and building my retirement knowledge, over 70 % of my new clients come from referrals.
One of my first clients found me through my affiliation with Ed Slott ' s ongoing study group, so much that she drove 1.5 hours just to meet
JOIN THE“ ELITE”
▶ Unparalleled education & resources
▶ Exclusive access to leading experts
▶ An industry-leading network of peers
▶ Instant credibility
▶ Actionable business ideas with me. She needed to take her first RMD from a $ 1 million 401( k) but mistakenly received an $ 800,000 distribution with $ 200,000 withheld for taxes. Panicked, she thought the tax hit was irreversible.
Thanks to my training, I knew there was a solution. I called the team, and together, we reversed the mistake and recovered the full $ 200,000.
My advice? Don’ t wait. Join now. The credibility, expertise, and support you’ ll gain will transform your business.
”
TAKE THE FIRST STEP
— Celine J. Pastore CRPC ®, MRFC ®
The first step to qualifying for Ed Slott’ s Elite IRA Advisor Group SM is to
1. Attend a live 2-Day IRA Workshop 2. Complete IRA Success e-Learning
SM
New to the business?
Ask about our membership discount for advisors with 5 years or fewer in the industry— a proven way to establish credibility, gain valuable education, and achieve rapid growth and success!
Visit irahelp. com / elitegroup to learn more today! Email: info @ irahelp. com Phone: 800-663-1340
Copyright © 2025 by Ed Slott and Company, LLC