Ed Slott's Elite IRA Advisor Group℠ gathered in Indianapolis last week for another successful conference. I am proud to be a member of this Elite group of Advisors. Many of the Elite Advisors in the group are also CPA's like me.
Over 350 member advisors from across the country spent two intense days of training, covering topics ranging from SECURE 2.0 provisions taking effect in 2024 to fixing excess contributions.
The Ed Slott’s Elite IRA Advisor Group℠ training programs are always jam-packed with important information, intense conversation, networking. Indianapolis proved to be no different. Another successful conference is in the books, and I have returned back to the office armed with new information to help guide and protect my clients.