Members of Ed Slott\u2019s Master Elite IRA Advisor GroupSM<\/sup> Attend Semiannual Workshop on the Latest Retirement Account Planning Strategies, Estate Planning Techniques and Tax Laws<\/em><\/p>\n\n\n\n 2024, May 15th<\/sup> \u2013 Brad Cooper, President of Cooper Financial Investments completed his semiannual training with America\u2019s IRA Experts at Ed Slott and Company, LLC by participating in a workshop that took place May 9-10, 2024. The invite-only workshop was attended by members of Ed Slott\u2019s Master Elite IRA Advisor GroupSM<\/sup>; it provided in-depth technical training on advanced retirement account planning strategies, tax law changes and estate planning techniques. The workshop also featured the latest updates on the SECURE 2.0 Act provisions that are taking effect in 2024 as well as an overall \u201cschemes and scams\u201d theme as guest speakers discussed different types of scams and for what you should watch out.<\/p>\n\n\n\n \u201cAs new laws and policies continue to go into effect, the landscape of retirement planning continues to shift, presenting both opportunities and complexities which result in more confusion than ever before for many Americans. This has ultimately raised the demand for heightened attention from both consumers and advisors alike when it comes to financial planning,\u201d said Ed Slott, CPA, founder of Ed Slott and Company, Professor of Practice at The American College of Financial Services\u00ae<\/sup> and nationally recognized IRA Expert who was named \u201cThe Best Source for IRA Advice\u201d by The Wall Street Journal<\/em>. \u201cIn this environment of perpetual change, advisors play a crucial role as guardians of financial security,\u201d he continued. \u201cI commend Cooper for continuously prioritizing his education and going above and beyond to deliver informed and accurate financial guidance to his clients in a time when it\u2019s needed most. With this ongoing training, Cooper can be ahead of the latest legislative developments and innovative strategies to empower clients to navigate the evolving terrain of retirement planning with confidence and clarity.”<\/p>\n\n\n\n Training highlights from this event include:<\/p>\n\n\n\n Guest speaker Joseph Clark, CFP\u00ae, with Financial Enhancement Group Trust Services hosted a breakout session on legacy plans, while guest speaker David Hays with Comprehensive Financial Consultants, hosted another breakout session on creating and maintaining a great business. Guest speaker Shannon L. Evans, J.D. presented on how to stress test estate plans. Members also reviewed relevant, advanced case studies and private letter rulings. Training was provided by Ed Slott and Company\u2019s team of retirement experts, including Ed Slott, CPA; Sarah Brenner, JD; Andy Ives, CFP\u00ae<\/sup>, AIF\u00ae<\/sup>; Ian Berger, JD; and Shannon Evans, Esq. Ed Slott and Company and the advisors in Ed Slott\u2019s Master Elite IRA Advisor GroupSM<\/sup> are the go-to resources for attorneys, CPAs and other financial advisors because of their intimate knowledge and advanced expertise in all areas of retirement accounts and distribution planning. This workshop also provided approved continuing education (CE) credits through The American College, CFP\u00ae<\/sup> Board, IRS and NASBA for retirement savings and income planning, federal tax law topics, general financial education, and accounting.<\/p>\n\n\n\n Members of Ed Slott\u2019s Master Elite IRA Advisor GroupSM<\/sup> have year-round access to Ed Slott and Company\u2019s team of retirement experts for consultation on a variety of advanced planning topics. The membership also includes workshops, webinars, tax law updates, step-by-step processes, such as the Complete IRA Care Solution\u2122 30-module planning guide, and so much more. Members also have access to proprietary worksheets, pamphlets and presentations, including a7-step checklist for IRA trust planning after the SECURE Act, SECURE 2.0 key effective dates, and tips to disarm the new retirement savings time bomb as seen in Ed Slott\u2019s latest book that they can use when working with clients.<\/p>\n\n\n\n “Retirement planning is in a constant state of flux, and this year is no different,” said Cooper. “That’s why prioritizing ongoing education remains paramount for me. Being part of this esteemed group of financial professionals gives me an abundance of resources, including a dedicated team of IRA Experts supporting me behind the scenes. I am confident that I am equipped to provide my clients with the most informed and effective strategies for their retirement goals.”<\/p>\n\n\n\n “I am immensely proud of the dedication displayed by each member of our ongoing study group. In these uncertain times, these top advisors are rising to the occasion, offering invaluable guidance to Americans nationwide,\u201d said Slott. \u201cAs each year brings an array of new retirement and tax planning laws and policies, our members stand at the forefront of the industry, equipped with the expertise necessary to adeptly navigate their clients through the ever-evolving landscape.”<\/p>\n\n\n\n Cooper can be contacted for more information on IRA and retirement-related questions. Please visit www.cooperfinancial.com<\/a> or call (888) 390 – 5277.<\/p>\n\n\n\n ABOUT ED SLOTT AND COMPANY, LLC:<\/strong> Ed Slott and Company, LLC is the nation\u2019s leading provider of IRA education for financial advisors, CPAs and attorneys. Ed Slott\u2019s Elite IRA Advisor GroupSM<\/sup> is comprised of 500 of the nation\u2019s top financial professionals who are dedicated to the mastery of advanced retirement account and tax planning laws and strategies. Slott is a nationally recognized IRA distribution expert, best-selling author and professional speaker. He is one of the top pledge drivers of all time with his popular public television specials and is also the co-host of The Great Retirement Debate<\/em> podcast, available on all major platforms, including Spotify<\/a>, Apple<\/a>, Stitcher<\/a>, and Amazon<\/a>. Visit irahelp.com for more information.<\/em><\/p>\n\n\n\n *Advisory Services offered through Cooper Financial Investments, LLC, a Registered Investment Advisor in the state of Arizona. Insurance products and services offered through Cooper Financial Group, LLC, an affiliated company. Cooper Financial Investments, LLC and Cooper Financial Group, LLC are not affiliated with or endorsed by the Social Security Administration or any government agency, and are not engaged in the practice of law. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. The information contained herein is not an offer to sell or a solicitation of an offer to buy the securities, products or services mentioned, and no offers or sales will be made in jurisdictions in which the offer or sale of these securities, products or services is not qualified or otherwise exempt from regulation. The information contained in this material have been derived from sources believed to be reliable, but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed.<\/small><\/p>\n","protected":false},"excerpt":{"rendered":"
A special presentation was also made announcing the upcoming release of Slott\u2019s new, highly anticipated book, \u201cThe Retirement Savings Time Bomb Ticks Louder.\u201d <\/em>Currently available for preorder, the book is the ultimate guide to reclaiming control of your financial future and keeping more of your money\u2014no matter what Congress comes up with next.With fully up-to-date information, including updates stemming from the SECURE 2.0 Act, this book provides an easy-to-follow plan that is an entertaining and informative must-read for any American with a retirement savings account. Readers are encouraged to visit irahelp.com\/timebomb<\/a> for a list of retailers and to claim an exclusive bonus video content offer for those who purchase the book during preorder, \u201cEd Slott\u2019s Top 5 Biggest Changes Retirement Savers Need to Know Post-SECURE 2.0.\u201d<\/em><\/em><\/p>\n\n\n\n