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Ed Slott Live! Your Plan, NOT the Government Plan - Hosted by Mark King
Wednesday, November 11, 2020 · 11:00 a.m. · Central Time (US & Canada)
Note: This webinar is part of a multi-session recurring webinar:
Ed Slott Live! Your Plan, NOT the Government Plan - Hosted by Mark King.
About This Webinar
It’s how much you keep that counts – AFTER taxes. IRA Expert Ed Slott will show you how to keep more and pay less. He combines his extensive IRA tax knowledge with humor and stories that everyone can relate to.
Join your host and Elite IRA Advisor, Mark King, along with nationally-renowned speaker, Ed Slott, for an entertaining and educational webinar to find out what you need to know in order to help protect your savings from taxes.
Who can view: Everyone
Webinar Price: Free
Featured Presenters
CPA and President of Ed Slott and Company, LLC
Ed Slott is a nationally recognized IRA distribution expert, professional speaker, television personality, best-selling author and president of Ed Slott and Company, LLC. 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.”
Mr. Slott is an accomplished author of many financial and retirement-focused books, including most recently Ed Slott’s Retirement Decisions Guide: 2020 Edition (IRAHelp, 2020) and Fund Your Future: A Tax-Smart Savings Plan in Your 20s and 30s (IRAHelp, 2020). He also hosts the popular website irahelp.com as a resource for financial professionals and consumers, where The Slott Report blog is followed by tens of thousands of readers.
As a thought leader in the retirement industry, 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 has appeared on many national television and radio programs, including NBC, ABC, CBS, CNBC, CNN, FOX, FOXBUSINESS, NPR and Bloomberg.
Mr. Slott is an accomplished author of many financial and retirement-focused books, including most recently Ed Slott’s Retirement Decisions Guide: 2020 Edition (IRAHelp, 2020) and Fund Your Future: A Tax-Smart Savings Plan in Your 20s and 30s (IRAHelp, 2020). He also hosts the popular website irahelp.com as a resource for financial professionals and consumers, where The Slott Report blog is followed by tens of thousands of readers.
As a thought leader in the retirement industry, 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 has appeared on many national television and radio programs, including NBC, ABC, CBS, CNBC, CNN, FOX, FOXBUSINESS, NPR and Bloomberg.
President & CCO of C&J Wealth Advisors
Mark is a CERTIFIED FINANCIAL PLANNER™ professional and is the primary relationship manager for our Oak Ridge clientele and oversees the retirement income planning and investment management process. Mark began his career in the financial services industry in 1998.
Prior to joining the firm in 2003, Mark was a Financial Services Representative at ORNL Federal Credit Union. Mark has spent most of his career focused on retirement income planning issues for retirees of the Department of Energy Facilities located in Oak Ridge, Tennessee, and its supporting contractors.
As part of C&J Wealth Advisors commitment to continuing education, Mark is a member of the Financial Planning Association (FPA) and a Master Elite Member of Ed Slott’s Elite IRA Advisor Group℠, an exclusive organization of financial advisors who are dedicated to being thought leaders in the IRA industry. Membership in this prestigious group includes attending two study groups per year with America’s IRA Experts and passing two exams on expertise regarding the latest IRA rules.
When not working, Mark and his wife Melissa enjoy golf, tennis, travel and spending time with family and friends.
Prior to joining the firm in 2003, Mark was a Financial Services Representative at ORNL Federal Credit Union. Mark has spent most of his career focused on retirement income planning issues for retirees of the Department of Energy Facilities located in Oak Ridge, Tennessee, and its supporting contractors.
As part of C&J Wealth Advisors commitment to continuing education, Mark is a member of the Financial Planning Association (FPA) and a Master Elite Member of Ed Slott’s Elite IRA Advisor Group℠, an exclusive organization of financial advisors who are dedicated to being thought leaders in the IRA industry. Membership in this prestigious group includes attending two study groups per year with America’s IRA Experts and passing two exams on expertise regarding the latest IRA rules.
When not working, Mark and his wife Melissa enjoy golf, tennis, travel and spending time with family and friends.
Hosted By
It's never been more challenging to prepare for retirement. We’re here to help you adapt to the new retirement reality. Learn different ways to protect your retirement income, navigate market volatility, reduce taxes in retirement, maximize your Social Security benefits and more with our live informational webinars.
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