Combining the expertise of the American IRA expert and his team with the College’s proven pedigree in the design and delivery of e-learning

King of Prussia, Pennsylvania, April 06, 2021 (GLOBE NEWSWIRE) – George Nichols III, President and CEO of the American College of Financial Services, today announced the launch of IRA success, an industry-first program delivered by two leaders in financial education – Ed Slott and Company and the American College of Financial Services.

IRA success is an innovative self-study program eligible for continuing education that covers the latest laws and strategies in pension allocation and tax planning under the SECURE Law and the CARES Law. It combines the expertise and clear language of the American IRA expert Ed Slott, CPA, Founder of irahelp.com and Professor of Practice at the American College of Financial Services, and its team of IRA experts with proven college results in the design and delivery of e-learning.

“The College is proud to partner with industry leader Ed Slott and his team, who have trained millions of people on the second half of retirement planning, to deliver a one-of-a-kind educational program in the financial services industry, ”Nichols said. “The IRA is a valuable retirement planning vehicle, full of opportunities and obstacles currently held by one in three American households. IRA Success provides our students with massive real-world applicability and potential business development results in a growing market.

With a focus on the SECURE Law and the CARES Law, the 12-course curriculum covers everything from recognizing new Roth backdoor opportunities to identifying key beneficiary categories still eligible for the expandable IRA provisions. Each course comes with a video presentation, resources for use with clients, and a digital course manual as a comprehensive reference tool.

“The financial industry has undergone sweeping legislative and policy changes in recent years that have completely changed the landscape of retirement planning. Now more than ever, finance professionals need access to the latest information available so that they can serve their clients in their best interests, ”Slott said. “I am proud to partner with the College to provide the training advisors they need on a strong online learning platform. “

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As the IRA’s leading source of timely expertise and analysis to financial advisors, institutions and consumers, Slott and his team dramatically expand the College’s knowledge offering by providing practical and easy-to-use information. understand about IRA and retirement distribution planning. This program will help finance professionals prepare their clients for hard-earned retirement savings and overcome potential tax traps. IRA Success costs $ 195 per course or $ 2,100 for the entire program. Those who register by April 30, 2021 will receive a signed copy of Slott’s bestselling new book, “The New Retirement Savings Time Bomb”(Penguin Random House, 2021).

To learn more about IRA Success, visit TheAmericanCollege.edu/IRASuccess.

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ABOUT THE AMERICAN COLLEGE OF FINANCIAL SERVICES
The American College of Financial Services was founded in 1927 and is the nation’s largest nonprofit educational institution dedicated to financial services. Holding the highest level of academic accreditation, the College has trained one in five financial advisors in the United States and offers two masters in financial management and services, as well as prestigious designations in financial planning such as the Retirement Income Certified Professional® (RICP®), Underwriter Vie Agréé® (CLU®), Certified Professional in Wealth Management® (WMCP®), Certified Philanthropy® Advisor (CAP®), Certified Special Needs Consultant® (ChSNC®), Certified Financial Consultant® (ChFC®), and education leading to Certified Financial Planner â„¢ Certification (CFP®). The College’s faculty represent some of the top thought leaders in the financial services profession. Visit TheAmericanCollege.edu and connect with us on LinkedIn, Facebook, Twitter, and Youtube.

ABOUT ED SLOTT

Ed Slott, CPA, is the nationally recognized expert on IRA distribution and retirement planning, best-selling author and professional speaker. His latest books include “Ed Slott’s Retirement Decisions Guide: 2021 Edition” (IRAHelp, 2021), “Find Your Future: A Tax-Smart Savings Plan in Your 20s and 30s” (IRAHelp, 2021) and “The New Retirement Savings Time Bombe (Penguin Random House, 2021). He has also hosted several public television shows, including his latest, “Withdraw Safe & Secure! With Ed Slott” (2021). As an AARP columnist, Slott also writes a A question-and-answer column where he answers consumer questions about retirement planning. His company, Ed Slott and Company, LLC, is the nation’s leading provider of IRA technical training for financial advisors, CPAs, and lawyers. Group of Elite IRA advisors from Ed Slott^SM is made up of nearly 450 of the country’s top financial professionals who are dedicated to mastering advanced retirement accounts and tax planning laws and strategies. Visit irahelp.com for more information and contact Ed Slott and Company on LinkedIn, Facebook and Twitter.

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CONTACT: Lindsey Allumbaugh The American College of Financial Services 610-526-1418 [email protected]