Ed Slott
Keynote Speaker: Nationally Recognized IRA Distribution Expert, Professor, Television Personality & Best-Selling Author
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Ed Slott Biography
Ed Slott is a nationally recognized IRA distribution expert, professional speaker, television personality, and best-selling author. He is known for his unparalleled ability to turn advanced tax strategies into understandable, actionable and entertaining advice. He has been named “The Best Source for IRA Advice” by The Wall Street Journal, and USA Today wrote, “It would be tough to find anyone who knows more about IRAs than CPA Slott.”
As president and founder of Ed Slott and Company, LLC, the nation’s leading source of accurate, timely IRA expertise and analysis to financial advisors, institutions, consumers and media, he provides: 1.) Advanced training to financial professionals to become knowledgeable recognized leaders in the retirement marketplace; and 2.) Answers to retirement savers’ most important questions, continually providing practical, easy-to-understand information on IRA, retirement, tax and financial planning topics.
Mr. Slott is a Professor of Practice at The American College of Financial Services and regularly presents keynote presentations on IRA and estate planning strategies at both consumer events and conferences for financial advisors, insurance professionals, CPAs and attorneys, including virtual events drawing thousands of attendees nationwide.
Among the most popular of his resources are his advanced training programs for financial professionals. He is the creator of Ed Slott’s Elite IRA Advisor GroupSM, an organization of more than 500 of the nation’s top financial professionals who attend his ongoing continuing-education programs to maintain a mastery of advanced retirement account and tax planning laws. Additionally, his Instant IRA Success program is a live 2-day IRA workshop covering up-to-the-minute information with immediately actionable intel, and IRA Success is an on-demand, CE-eligible, 12-course program powered by The American College of Financial Services.
Mr. Slott is an accomplished author of many best-selling financial books, with his latest, The Retirement Savings Time Bomb Ticks Louder: How to Avoid Unnecessary Tax Landmines, Defuse the Latest Threats to Your Retirement Savings & Ignite Your Financial Freedom (Penguin Random House, 2024) scheduled for release in 2024. He also authors, IRA Advisor, a monthly newsletter for financial professionals to stay educated on “all things IRA.” His popular website, irahelp.com, is a resource for financial professionals and consumers, where The Slott Report blog is followed by tens of thousands of readers.
As the go-to resource for media on timely insight on breaking news as it relates to retirement and tax planning laws and strategies, Mr. Slott is often quoted in The New York Times, The Wall Street Journal, Forbes, USA Today, Kiplinger, Investor’s Business Daily and numerous additional national magazines and financial publications. He regularly provides a Q&A column to AARP and is also a contributing columnist and media resource to Financial Advisor and InvestmentNews magazines. He has appeared on many national television and radio programs, including NBC, ABC, CBS, CNBC, CNN, FOX, Fox Business, NPR, Bloomberg and Morningstar. He is one of the top pledge drivers of all time with his public television educational specials.
Mr. Slott has been recognized for his significant contributions to the financial industry as an InvestmentNews Innovator, Sidney Kess Award Winner for excellence in continuing education by the AICPA®, ThinkAdvisor Luminary Award winner, and 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 is Accredited Estate Planner (AEP) distinguished. He is also 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.
Ultimately, through all of these efforts combined, Mr. Slott has taught millions of Americans (and their financial professionals) how to get the most out of their retirement savings.
Contact a speaker booking agent to check availability on Ed Slott and other top speakers and celebrities.
Ed Slott Speaking Topics
The final weeks of 2024 present a critical planning window for advisors to connect with clients, prospects, and centers of influence on the best tax planning options of the year. Learn CPA and recognized IRA Expert Ed Slott’s best strategies to help clients reap tax savings from tax planning moves that may not be available after this year.
Advise on year-end Roth conversions to eliminate the uncertainty of future higher tax bills
Turn ordinary 401(k) income into capital gains using the tax break for net unrealized appreciation for company stock – many employees and their advisors have no idea this is even available to them!
Last-minute tax-efficient charitable planning strategies using QCDs (qualified charitable distributions)
Life insurance planning moves after the SECURE Act eliminated the stretch IRA
How to lock in the generous gift and estate tax exemptions before they are reduced
Estate planning after the SECURE Act – plans need updating immediately
With more than 250,000 employees impacted by layoffs in the tech sector alone in 2023, more people than ever are in need of knowledgeable advice for managing their company retirement plans. Plus, from the DOL to SEC Reg BI and various state departments continuing to advance best interest standards and documentation procedures, most financial advisors are not prepared to help clients with critical rollover decisions. These are regulations that are actively in effect today! Learn the exact process you need in order to act as a fiduciary advising on rollover decisions, including:
The 3 options available for a company plan when leaving an employer
Explaining the drawbacks, considerations and benefits of each option to clients
The 17 questions to ask and document with your clients when navigating rollover decisions
Costly pitfalls to avoid creating a significant taxable event
Financial institutions and their advisors have a demand for IRA coaching and educational programs, as well as access to the most up-to-date IRA information. This is a comprehensive and customizable corporate training program that:
Transforms the business growth mindset to one that establishes education as the top revenue driver
Delivers a wealth of IRA strategies that save relationships, grows client bases, and emulates fiduciary responsibilities
Provides technical expertise to help your advisors become recognized IRA leaders
Program Features
Customized presentations tailored for your audience and up-to-the-minute news
CE / CPE eligible content
Interactive Q&A with the team of America’s team of IRA Experts, either live or via chat
For online programs, virtual polling opportunities may be available that can deliver powerful insights for highly targeted follow-up to key relationships (subject to your hosting technology)
Want to forge or strengthen relationships with CPAs, attorneys or other financial professionals in your network? Host an event with America’s IRA Experts offering timely CE/CPA educational opportunities. This creates the perfect forum to showcase how your services and expertise can deliver new value to their clients and forge meaningful and mutually beneficial partnerships.
Want to attract leading financial advisors to your organization? Looking for ways to deliver increased value and fuel business growth for your affiliated advisors? Book Ed Slott to headline your next event to pack the house with the best of the best—those who are committed to:
Maintaining ethical integrity & professional education
Serving their clients’ best interest with high-value financial planning and
Working with high-net-worth and high-income clients
Ed Slott Videos
Ed Slott's 2013 Retirement Decisions Guide
Fund Your Future: A Tax-Smart Savings Plan in Your 20s and 30s
Ed Slott's Retirement Decisions Guide
The Retirement Savings Time Bomb . . . and How to Defuse It: A Five-Step Action Plan for Protecting Your IRAs, 401(k)s, and Other Retirement Plans from Near Annihilation by the Taxman
Stay Rich for Life!: Growing & Protecting Your Money in Turbulent Times
How do I book Ed Slott to speak at my event?
Our experienced booking agents have successfully helped clients around the world secure speakers like Ed Slott for speaking engagements, personal appearances, product endorsements, or corporate entertainment since 2002. Click the Check Schedule button above and complete the form on this page to check availability for Ed Slott, or call our office at 1.800.698.2536 to discuss your upcoming event. One of our experienced agents will be happy to help you get speaking fee information and check availability for Ed Slott or any other speaker of your choice.
How much does it cost to book Ed Slott for a speaking engagement?
Speaking fees for Ed Slott, or any other speakers and celebrities, are determined based on a number of factors and may change without notice. The estimated fee for a live event is $10,000 - $20,000. For the most current speaking fee to hire Ed Slott, click the Check Schedule button above and complete the form on this page, or call our office at 1.800.698.2536 to speak directly with an experienced booking agent.
What topics does Ed Slott speak about?
Ed Slott is a keynote speaker and industry expert who speaks on a wide range of topics such as Business, Finance, Business Leadership, Economy, Strategic Leadership, Authors, College and Professors.
Where does Ed Slott travel from?
Ed Slott generally travels from New York, NY, USA and can be booked for (private) corporate events, personal appearances, keynote speeches, or other performances.
Who is the agent for Ed Slott?
AAE Speakers Bureau has successfully secured keynote speakers like Ed Slott for clients worldwide since 2002. As a full-service speaker booking agency, we have access to virtually any speaker or celebrity in the world. Our agents are happy and able to submit an offer to the speaker or celebrity of your choice, letting you benefit from our reputation and long-standing relationships in the industry. Please click the Check Schedule button above and complete the form on this page including the details of your event, or call our office at 1.800.698.2536, and one of our agents will assist you to book Ed Slott for your next private or corporate function.
What is a full-service speaker booking agency?
AAE Speakers Bureau is a full-service speaker booking agency, meaning we can completely manage the speaker’s or celebrity’s engagement with your organization from the time of booking your speaker through the event’s completion. We provide all of the services you need to host Ed Slott or any other speaker of your choice, including offer negotiation, contractual assistance, accounting and billing, and event speaker travel and logistics services. When you book a speaker with us, we manage the process of hosting a speaker for you as an extension of your team. Our goal is to give our clients peace of mind and a best-in-class service experience when booking a speaker with us.
Why is AAE Speakers Bureau different from other booking agencies?
If you’re looking for the best speaker recommendations, paired with a top-notch customer service experience, you’re in the right place. At AAE Speakers Bureau, we exclusively represent the interests of our clients - professional organizations, companies, universities, and associations. We intentionally do not represent the speakers we feature or book. That is so we can present our clients with the broadest and best performing set of speaker options in the market today, and we can make these recommendations without any obligation to promote a specific speaker over another. This is why when our agents suggest a speaker for your event, you can be assured that they are of the highest quality with a history of proven success with our other clients.
Ed Slott is a keynote speaker and industry expert who speaks on a wide range of topics including Business, Finance and Business Leadership. The estimated speaking fee range to book Ed Slott for live events is $10,000 - $20,000. Please contact us for virtual event fees. Ed Slott generally travels from New York, NY, USA and can be booked for (private) corporate events, personal appearances, keynote speeches, or other performances. Similar motivational celebrity speakers are Todd Buchholz, Dr. Bill Conerly and Joseph Stiglitz. Contact All American Speakers for ratings, reviews, videos and information on scheduling Ed Slott for an upcoming event.
SPEAKING TOPICS
Ed Slott Speaking Topics
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Ed Slott’s Best Year-End Strategies: Retirement Tax Planning
The final weeks of 2024 present a critical planning window for advisors to connect with clients, prospects, and centers of influence on the best tax planning options of the year. Learn CPA and recognized IRA Expert Ed Slott’s best strategies to help clients reap tax savings from tax planning moves that may not be available after this year.
Advise on year-end Roth conversions to eliminate the uncertainty of future higher tax bills
Turn ordinary 401(k) income into capital gains using the tax break for net unrealized appreciation for company stock – many employees and their advisors have no idea this is even available to them!
Last-minute tax-efficient charitable planning strategies using QCDs (qualified charitable distributions)
Life insurance planning moves after the SECURE Act eliminated the stretch IRA
How to lock in the generous gift and estate tax exemptions before they are reduced
Estate planning after the SECURE Act – plans need updating immediately
-
The Big Decision: Rollover, Stay Put or Withdraw?
With more than 250,000 employees impacted by layoffs in the tech sector alone in 2023, more people than ever are in need of knowledgeable advice for managing their company retirement plans. Plus, from the DOL to SEC Reg BI and various state departments continuing to advance best interest standards and documentation procedures, most financial advisors are not prepared to help clients with critical rollover decisions. These are regulations that are actively in effect today! Learn the exact process you need in order to act as a fiduciary advising on rollover decisions, including:
The 3 options available for a company plan when leaving an employer
Explaining the drawbacks, considerations and benefits of each option to clients
The 17 questions to ask and document with your clients when navigating rollover decisions
Costly pitfalls to avoid creating a significant taxable event
-
IRA Leadership Program
Financial institutions and their advisors have a demand for IRA coaching and educational programs, as well as access to the most up-to-date IRA information. This is a comprehensive and customizable corporate training program that:
Transforms the business growth mindset to one that establishes education as the top revenue driver
Delivers a wealth of IRA strategies that save relationships, grows client bases, and emulates fiduciary responsibilities
Provides technical expertise to help your advisors become recognized IRA leaders
Program Features
Customized presentations tailored for your audience and up-to-the-minute news
CE / CPE eligible content
Interactive Q&A with the team of America’s team of IRA Experts, either live or via chat
For online programs, virtual polling opportunities may be available that can deliver powerful insights for highly targeted follow-up to key relationships (subject to your hosting technology)
-
Referral Relationship Builder
Want to forge or strengthen relationships with CPAs, attorneys or other financial professionals in your network? Host an event with America’s IRA Experts offering timely CE/CPA educational opportunities. This creates the perfect forum to showcase how your services and expertise can deliver new value to their clients and forge meaningful and mutually beneficial partnerships.
-
Advisor Training Programs
Want to attract leading financial advisors to your organization? Looking for ways to deliver increased value and fuel business growth for your affiliated advisors? Book Ed Slott to headline your next event to pack the house with the best of the best—those who are committed to:
Maintaining ethical integrity & professional education
Serving their clients’ best interest with high-value financial planning and
Working with high-net-worth and high-income clients
VIDEO
Ed Slott Videos
BOOKS
Ed Slott's 2013 Retirement Decisions Guide
Fund Your Future: A Tax-Smart Savings Plan in Your 20s and 30s
Ed Slott's Retirement Decisions Guide
The Retirement Savings Time Bomb . . . and How to Defuse It: A Five-Step Action Plan for Protecting Your IRAs, 401(k)s, and Other Retirement Plans from Near Annihilation by the Taxman
Stay Rich for Life!: Growing & Protecting Your Money in Turbulent Times
NEWS
Ed Slott News
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Retirement moves to make in 2016 - Chicago Tribune
In 2016, you can double down on IRA contributions, lock in a tax-free ... tax code that you can do early in the new year to affect last year's taxes," said Ed Slott, ...
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Ed Slott's Retirement Roadmap! | KPBS
Give at the $150 level during our TV membership campaign and receive the Ed Slott 2016 Combo featuring 18 DVDs; 2 CDs; 2 Books; 2 Guides; 2016 Tax ...
BOOK ED SLOTT
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