Firm News

Bob Klein Completes Ed Slott and Company, LLC Advanced Virtual Training

Bob Klein completed his semiannual training with America’s IRA Experts at Ed Slott and Company, LLC by participating in a virtual workshop November 5th to November 6th. The online workshop, which was attended by members of Ed Slott’s Elite IRA Advisor Group, provided in-depth technical training on advanced retirement account planning strategies, estate planning techniques and new tax laws, as well as an in-depth look a the new retirement planning landsape since the SECURE Act and CARES Act ushered in several significant tax and retirement planning laws since January 1st.