Broker Check

Ed Slott’s Master Elite IRA Advisor Group℠

| June 05, 2017
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I am pleased to share that Chichester Financial Group has advanced to become a member of Ed Slott’s Master Elite IRA Advisor Group℠ after completing two years of foundational training with Ed Slott’s Elite IRA Advisor Group℠. This exclusive group is comprised of nearly 400 of the nation’s top financial professionals, who are dedicated to the ongoing training and mastery of advanced retirement account and tax planning laws and strategies. As a Master Elite member, we will continue our technical training in the latest IRA information, complex planning topics, and important cases and rulings to maintain this status.

Reaching the Master Elite level has required us to dedicate a significant amount of time to fulfill our goals of becoming a leader in the industry. We attended several rigorous training workshops throughout the last two years and are now ready to move on to our most advanced level of training to become a more knowledgeable advisor for the people of Phoenix, Arizona.   

Ed Slott, CPA, is the founder of Ed Slott and Company and a nationally recognized IRA expert who was named “The Best Source for IRA Advice” by The Wall Street Journal. The Master Elite workshops help advisors learn about new rulings on IRAs, tax policy, estate planning, and more through real-world advanced case studies.

As a member of Ed Slott’s Master Elite IRA Advisor Group℠, we receive the highest level of continuous IRA distribution education available. In attending the semiannual workshops, we gained the knowledge and skills to implement the latest and most effective retirement planning strategies. Examples of the various topics we studied include: advanced tax-reduction strategies, Roth conversions and IRA withdrawal strategies, advanced IRA trust planning, estate planning and IRA beneficiary selection …and much more!

Our membership in this prestigious organization also includes year-round access to Ed Slott and Company’s team of retirement experts for additional advanced-planning support. This team includes Ed Slott, CPA; Beverly DeVeny; Sarah Brenner, JD; and Jeffrey Levine, CPA/PFS, CFP®.  We also have access to step-by-step processes, including the Complete IRA Care Solution™ 30-module planning guide, worksheets and pamphlets, including The Definitive Guide to Required Minimum Distributions for Baby Boomers, and more to use when working with clients.

When I started this journey, my goal was to expand my knowledge so that I could better serve my clients. Having the education, as well as the support I receive from my membership in this organization, allows me to work confidently with clients whose needs are more complex. The team at Ed Slott and Company supports advisors to become better trained and more informed through specialized workshops. I look forward to taking on even more challenging topics at the Master Elite level.

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