PINEHURST – A nationally known expert on Individual Retirement Accounts will discuss the “Head to Toe” need-to-know facts about IRA distribution and estate planning during an upcoming session of the annual Life-Planning Series hosted by The Foundation of FirstHealth.
Ed Slott regularly facilitates continuing professional education seminars on IRA distribution and estate planning at major conferences for financial advisers, insurance companies and other business associations. He has previously spoken at Foundation events and will be back by popular demand for the program scheduled for 10 a.m. Wednesday, Sept. 10, at the Country Club of North Carolina.
The Foundation’s Life Planning Series provides the community with access to nationally known speakers on topics to assist with wealth preservation, estate planning and other topics related to life planning.
Called “Learn How to Pass Go from Head to Toe and Collect the Maximum IRA Distribution Dough,” Slott’s program will focus on protecting retirement plans from excessive taxation, passing along more personal wealth to one's family, tapping into retirement funds for emergency cash without penalty, getting the most out of the latest tax laws and creating the perfect estate plan.
Named “The Best Source for IRA Advice” by the Wall Street Journal, Slott has been called “America's IRA Expert” by Mutual Funds Magazine. He hosts the popular websites, www.irahelp.com and www.theslottreport.com. His diverse client list includes Fidelity Investments, Nationwide Financial, New York Life, Jackson National, Transamerica, Met Life, Northwestern Mutual, Sammons Securities Company, Genworth Financial and Brokers International as well as a host of other major financial companies.
The author of several best-selling books on retirement savings, Slott is a personal finance columnist for numerous financial publications and websites, and has appeared on NBC, ABC, CBS, CNBC, CNN, FOX, PBS, NPR and Bloomberg TV and radio.
As the catalyst for the philanthropy that has led FirstHealth of the Carolinas to become one of the finest health care systems in the nation, The Foundation of FirstHealth is dedicated to providing educational opportunities for the community as they relate to health and well-being. Anyone interested in attending this session on life planning should call The Foundation of FirstHealth at (910) 695-7510 or email firstname.lastname@example.org.