Past Events
18th Consecutive Master Elite IRA Advisor Training!
Learning from the industry's best in Maryland! Tom spent several days in Maryland, learning from Ed Slott, who's known as "America's IRA Expert." This is Tom's 18th consecutive year attending this Master Elite IRA Training!
Considering recent changes to tax codes and following the implementation of the SECURE Act 2.0, ongoing training is critical to helping clients navigate these complex changes in retirement planning. This elite training will also allow Tom to guide clients through specific strategies that will allow them to take advantage of today's historically low tax rate.
Ed Slott’s Master Elite IRA Advisor Group™ is solely an indication that the financial advisor has attended training provided by Ed Slott and Company, maintained an Elite IRA Advisor Group membership for two or more years, passed bi-annual examinations on material covered at conferences and in webinars and met other membership requirements and does not constitute an endorsement of any kind. Ed Slott’s Elite IRA Advisor Group™ members pay a fee for the educational programs that allow them to be included in the Ed Slott’s Elite IRA Advisor Group™. Membership does not guarantee investment success.
Helping Local Girl Scouts Bring in the Dough... Beyond Selling Cookies
Elite IRA Advisor Spotlight: Tom O'Connell
In the article I break down the pros and cons of some popular retirement vehicles, and I outline why everyone should consider dividend paying whole life insurance. Please reach out to me or my team at @internationalFinancial if you have any questions about creating YOUR perfect Retirement Strategy.
#EliteIRAAdvisor #FinancialPlanning #Retirement
Supporting Special Olympics
Elite IRA Advisor Training
I had a great time in Kansas City learning from the best of the best! I am a proud member of @EdSlott 's Master Elite IRA Advisor group, which means continuing education and staying on top of the latest changes in Tax Codes and Retirement Planning. I can't wait to get back to work with my team at @internationalFinancial, as we continue helping clients design their ideal retirement.
#EliteIRAAdvisor #FinancialPlanning #Retirement
Ed Slott’s Master Elite IRA Advisor Group™ is solely an indication that the financial advisor has attended training provided by Ed Slott and Company, maintained an Elite IRA Advisor Group membership for two or more years, passed bi-annual examinations on material covered at conferences and in webinars and met other membership requirements and does not constitute an endorsement of any kind. Ed Slott’s Elite IRA Advisor Group™ members pay a fee for the educational programs that allow them to be included in the Ed Slott’s Elite IRA Advisor Group™. Membership does not guarantee investment success.
