Past Events
Celebrating 20 Years of Excellence: Tom O'Connell and Ed Slott’s Elite IRA Advisor Group
Tom O'Connell, founder of International Financial Advisory Group, Inc., is celebrating two decades as a member of Ed Slott’s Elite IRA Advisor Group, a distinction that reflects both longevity and an unwavering commitment to his clients.
The Elite IRA Advisor Group is a highly specialized, study-based organization of financial professionals dedicated to mastering retirement distribution planning. Members train continuously, attend advanced workshops, complete ongoing education, and stay current on ever-changing tax laws and IRA strategies.
At International Financial Advisory Group, Inc., the mission is simple: provide clear, practical financial guidance to help clients protect what they’ve worked so hard to build. That means focusing not just on growing wealth, but preserving it... minimizing taxes, avoiding costly mistakes, and creating sustainable income in 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.
Celebrating 14 Years of Infinite Banking
Tom is happy to be celebrating 14 years as an Infinite Banking Concepts advisor as he continues to invest in continuing education to better serve clients.
This week, Tom attended the Think Tank hosted by the Nelson Nash Institute... reinforcing a commitment to helping clients finance their goals with clarity and control, rather than automatically relying on a traditional bank.
Unlocking Retirement Success with Ed Slott!
Highlight from our recent event!
Tom and International Financial were thrilled to host "America's IRA Expert," Ed Slott—one of the nation’s leading authorities on IRAs and retirement planning! Named “The Best” source for IRA advice by The Wall Street Journal, Ed shared powerful insights to help our clients make smarter choices for their financial futures.
A huge thank you to Ed for sharing his deep knowledge on tax-advantaged planning and retirement income strategies. And thank you to everyone who joined us! We’re dedicated to bringing top experts to our community to help secure a strong retirement.
Stay tuned for more events like this—your financial future is our top priority!
#RetirementPlanning #IRAStrategies #EdSlott #FinancialEducation
Tom Invited to help Veterans & their Families Unlock Benefits in Retirement
Tom was recently invited by the New Jersey Care Planning Council to speak with retirees about an important benefit for veterans and their spouses: "Aid & Attendance", which is a tax-free pension that helps cover the costs of nursing home care or home nursing services.
If you or a loved one are a veteran, please reach out to learn more about how this benefit could ensure you receive the care you need.
#Veterans #RetirementPlanning #FinancialWellness #AidAndAttendance
19th Consecutive Master Elite IRA Advisor Training!
For nearly two decades, Tom with International Financial has been making time to learn from the industry's best to ensure his clients' hard-earned money isn't being lost to taxes and fees. Tom recently spent several days in Indianapolis, learning from Ed Slott, who's known as "America's IRA Expert." This is Tom's 19th consecutive year attending this Master Elite IRA Training!
As a member of the Master Elite training group, Tom is immediately notified of changes to the tax codes. He also receives training and must take complete mandatory exams about retirement planning. Additionally, Tom has access to the nation's best "IRA Experts" to answer any tough questions or planning needs.
Retirement planning is complicated, and you need an IRA specialist in this area. Tom is proud to be a financial professional who invests in his education to eliminate risk and keep more of his clients' retirement dollars in their pockets.
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.
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.