Expert Training for Financial Professionals
Provide Your Clients Valuable Tax-Saving Retirement Planning Advice
We educate financial advisors, CPAs, attorneys, insurance agents, and more on the complexities of IRAs so they are better equipped to navigate their clients through tax and distribution planning, necessary to achieve financial security. We provide various training programs and educational resources, including Ed Slott’s IRA Advisor monthly newsletter, Ed Slott’s 2-Day IRA Workshop or on-demand eSeminar Series and Ed Slott’s Elite IRA Advisor Group — our highest level of advisor education.
Modules and Tools For All Your Needs
Whatever your business needs, Yourefolio provides options to help with simple yet effective tools, modules and intangibles that provide distinct benefits for your practice.
The platform is designed with innovative tools and modules to help professionals with all aspects of estate and legacy planning within their practice. Never leave the software to engage, prepare, plan, execute, illustrate, connect, review, administer and settle any type of clients estate.
The first of its kind “stress test” provides prospects and clients with an understanding of their estate plan and what stress they or their families would incur should something happen to them at this moment. Real life scenarios put into context their understanding of the current estate plan, what concerns or deficiencies they may encounter.