VIDEO: Click here to watch on YouTube.
RSVP today for this virtual event, featuring America’s leading IRA expert, Ed Slott!
Storen Financial has the opportunity to host my good friend and America’s leading IRA expert, Ed Slott. Ed will be doing a one hour presentation for Storen Financial investment clients, tax clients and their family and friends, on Tuesday May 11th at 4:30. It is a virtual meeting so you will not need to leave the coziness of your home, and can tune in at your convenience. I guarantee it will be one hour that you will not want to miss!
Ed has incredible knowledge, shared through the many books he has authored, teaching advisors classes and about keeping your hard earned money. Ed has raised millions of dollars for public television (PBS) through his fundraising efforts, programming and book sales.
I have been studying with Ed for over 15 years. The reason I do it, is that all we do is study and learn about IRA tax code. Just in the last year, there has been two new pieces of legislation passed, the SECURE Act and the CARES Act. We educated our clients immediately on how they might want to adjust their portfolios and their trusts and make changes to their investment world due to that legislation. These are the types of changes we want to be sure our clients are aware of so they can stay on top of your game.
I cannot wait to see you and my friend, Ed Slott at our virtual meeting at 4:30 on Tuesday, May 11th.
For those who attend the event and invite a friend who attends, you will each receive a copy of Ed’s new book, “The New Retirement Savings Time Bomb”.
We encourage you to invite a friend! Click here to register today.
Blog by Greg Storen, MBA – Financial Advisor, Senior Tax Professional
Learn more about Greg and the rest of the Storen Financial team here.