{"id":1350,"date":"2024-05-21T17:42:12","date_gmt":"2024-05-21T17:42:12","guid":{"rendered":"https:\/\/gpswp.com\/cooperfinancial\/?page_id=1350"},"modified":"2024-05-21T17:46:59","modified_gmt":"2024-05-21T17:46:59","slug":"ed-slott-press-release-2024","status":"publish","type":"page","link":"https:\/\/gpswp.com\/cooperfinancial\/ed-slott-press-release-2024\/","title":{"rendered":"Ed Slott Press Release – 2024"},"content":{"rendered":"\n

Cooper Financial Investments, LLC is proud to announce that our very own President, Brad Cooper Completes Advanced Training from America\u2019s IRA Experts at Ed Slott and Company, LLC<\/h3>\n\n\n\n
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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