The 2025 IRA Revolution: Ed Slott’s Guide to Turning Tax Challenges into Maximum Client Value

About the Event

Navigating the Perfect Storm of Opportunity for Financial Professionals.

Join America’s IRA authority, Ed Slott, CPA for a high-impact session revealing the strategies every financial professional should have to help maximize retirement tax planning opportunities in 2025 and beyond.

This presentation will equip you to help:

• Deliver value to clients
• Safeguard retirement savings from tax increases
• Grow by solving key client issues
• Adapt to changing regulations
• Offer solutions for top retirement concerns

Zoom: Link provided upon registration.

Speakers:

• Ed Slott, CPA,President, Ed Slott & Company, LLC
• Andrew Rinn, AVP, Advanced Sales Strategy, North American

Disclosures:

Ed Slott is not an employee of North American. The opinions and ideas expressed by him are his own and not necessarily those of North American or its affiliates. North American does not endorse or promote these opinions and ideas. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed as to accuracy. All presentations are for agent representative use only and cannot be used, in whole or part, with consumers.

The views and opinions expressed by Andrew are his views and opinions as an individual and do not reflect the views and opinions of North American Company for Life and Health Insurance®.

Neither North American nor its agents give tax advice. Please advise your customers to consult with and rely on a qualified legal or tax advisor before entering into or paying additional premiums with respect to such arrangements.

Advantage Insurance Network and their affiliated agencies are independently contracted with North American Company for Life and Health Insurance.

Sammons Financial® is the marketing name for Sammons® Financial Group, Inc.’s member companies, including North American Company for Life and Health Insurance.® Annuities and life insurance are issued by, and product guarantees are solely the responsibility of, North American Company for Life and Health Insurance.