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Ed  Slott

Ed Slott

Nationally Recognized IRA Distribution Expert

In-Person Fee Range:
$15,001 - $20,000
Traveling from:
New York
Ed Slott – Business Speaker

Ed Slott

Nationally Recognized IRA Distribution Expert

In-Person Fee Range:
$15,001 - $20,000
Traveling from:
New York

Why Book

  • He was named “The Best” source for IRA advice by The Wall Street Journal
  • He is an accomplished author of many financial and retirement-focused books
  • He is often quoted in The New York Times, The Wall Street Journal, Forbes, Money, Kiplinger’s, USA Today, Investment News, amongst others

Biography

Ed Slott was named “The Best” source for IRA advice by The Wall Street Journal. 

He is a nationally recognized professional speaker and has starred in several nationally aired public television specials including his most recent, “Retire Safe & Secure! with Ed Slott” (2019).

Slott created The IRA Leadership Program™ and Ed Slott’s Elite IRA Advisor GroupSM, which were developed specifically to help financial professionals earn recognition as leaders in the IRA marketplace. 

Mr. Slott is an accomplished author of many financial and retirement-focused books, including most recently Ed Slott’s Retirement Decisions Guide: 2019 Edition (IRAHelp, 2019) and Fund Your Future: A Tax-Smart Savings Plan in Your 20s and 30s (IRAHelp, 2018). Slott also publishes Ed Slott’s IRA Advisor, a monthly IRA newsletter. He is a personal finance columnist for numerous financial publications.

As a thought leader in the retirement industry, Slott is often quoted in The New York Times, The Wall Street Journal, Forbes, Money, Kiplinger’s, USA Today, Investment News and a host of additional national magazines and financial publications. He has appeared on numerous national television and radio programs. Mr. Slott is also a consultant to financial information websites.

He is a past Chairman of the New York State Society of CPAs Estate Planning Committee and editor of the IRA planning section of the CPA Journal. Mr. Slott is the recipient of the prestigious Excellence in Estate Planning and Outstanding Service awards presented by The Foundation for Accounting Education. He is a former Board member of The Estate Planning Council of New York City and an Accredited Estate Planner (AEP) distinguished. 

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Programs

Minimizing Taxation

This program is for both consumers and tax or financial professionals, CPAs, Attorneys, Financial Planners, Insurance Professionals.

Estate Planning

Ed speaks on related topics in the Estate Planning area; from basic to advanced.

IRA Distribution Rules, IRA Planning, Retirement Planning

This program is designed to make your clients feel secure about investing their hard earned cash with you or your firm.

Marketing Your Financial Services Business

This is the most requested program. Highly entertaining and informative. Ed speaks regularly for Brokerage firms, Banks and other financial institutions who provide IRAs, Roth IRAs, Pension Services, investment services and money management to their clients.

Ed Slott Review

“Ed was very easy to work with and well received by the audience.”

— Cambridge Investment Research, Inc.

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