FA Magazine May/June 2026 | Page 63

Ed Slott and Company’ s Exclusive 2-Day IRA Workshop INSTANT IRA SUCCESS JULY 9-10, 2026 | NEW YORK, NY NEW YORK MARRIOTT AT THE BROOKLYN BRIDGE

JOIN AMERICA’ S IRA EXPERTS!

Ed Slott, CPA
Sarah Brenner, JD
Andy Ives, CFP ®, AIF ®
Ian Berger, JD

Ed Slott and Company’ s Exclusive 2-Day IRA Workshop INSTANT IRA SUCCESS JULY 9-10, 2026 | NEW YORK, NY NEW YORK MARRIOTT AT THE BROOKLYN BRIDGE

Featuring the latest retirement tax law changes in effect now, including SECURE Act, SECURE Act 2.0, and OBBBA!
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)

SAVE $ 300 WITH CODE FINADV | IRAHELP. COM / 2-DAY

Take Home a 400 + Page Reference Manual!“ This manual is a goldmine!”— Ken Friedman, Jacksonville Beach, FL
Is Your Company Up to Speed? Group Discounts Available
CE Credits Available irahelp. com | 800-663-1340 | info @ irahelp. com
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