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18<sup>th</sup>&#160;Consecutive&#160;Master Elite IRA Advisor Training!

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.

 

<span>Helping Local Girl Scouts Bring in the Dough... Beyond Selling Cookies</span>

Helping Local Girl Scouts Bring in the Dough... Beyond Selling Cookies

A huge congratulations to Girl Scout Troop 965561 out of Rockaway, New Jersey for earning their Financial Literacy Badges: Financing My Dreams and Budgeting!

Tom with International Financial led a discussion with the troop at Copeland Middle school. He shared advice about budgeting, the value of setting goals, and instruction on how to make those dreams come true!

There are now 13 new Financial Literacy badges that have been updated to keep up with changing times and to make sure tomorrow's young leaders are learning how to make, grow, and protect their wealth. Tom is grateful he was able to share his more than 25 years of experience with this amazing group of young women!
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<span>Elite IRA Advisor Spotlight: Tom O'Connell</span>

Elite IRA Advisor Spotlight: Tom O'Connell

Thank you very much to the team at @EdSlott for featuring my article, "Is There a Perfect Retirement Strategy?" in their June issue of "IRA Advisor: Tax and Estate Planning for Your Retirement Savings."

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 

<span>Supporting Special Olympics</span>

Supporting Special Olympics

I'd like to thank Barry '4 Horseman' Windham, Mike 'IRS' Rotunda
& Ted 'Million Dollar Man' DiBiase for helping us raise money for the Special Olympics. These are 3 of the nicest, most # #gracious and generous guys I've ever met. Hope we can do it again someday.

<span>Elite IRA Advisor Training</span>

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.

Our Process
Our History
Our Values
Our Process
Our History
Our Values