Phil trained as a member of Ed Slott's Master Elite IRA Advisor Group, the nation's most exclusive group of advisors for expertise in retirement distribution planning.
Ed Slott's Elite and Master Elite IRA Advisor Group is a private IRA study group of professional financial advisors with extensive IRA experience who have gone to the next level to study directly with Ed Slott on a continuous basis through full day workshops, the Elite forum and other regular communications and trainings. Ed Slott's Elite and Master Elite IRA Advisor Group is designed to provide its members ongoing access to the most up-to-date IRA information available to properly and professionally service their IRA clients.
Advisors in the group are dedicated to being IRA distribution experts and have made a commitment to continue building their IRA knowledge base. Ed Slott's Elite IRA Advisors are equipped with up-to-date tools, education and resources to help their clients through:
2 workshops per year with Ed Slott, our technical consultants, and guest speakers from Ed Slott and Company's network of expert colleague with cutting-edge, practice-building ideas
Access to the Elite section of www.irahelp.com with a wealth of resources ONLY for our Elite advisors, including Ed Slott and Company's custom-designed modules - diagnostic checklists that advisors can use to ensure that their clients' IRAs are set up and maintained correctly
Live Q&A teleconferences
Immediate updates via email alerts and webcasts on the latest changes to IRA tax laws
IRA technical consultants to answer your tough questions
Who is Ed Slott?
Ed Slott is a nationally recognized retirement account distribution expert and has been called "The Best" source for IRA advice by The Wall Street Journal. He is the author of The Retirement Savings Time Bomb...And How to Defuse it, Parlay Your IRA into a Family Fortune, and Your Complete Retirement Planning Road Map and is a frequent contributor to The New York Times, The Washington Post, The Wall Street Journal, Los Angeles Times, Time, Newsweek, Fortune, Forbes, Money and USA Today. Mr. Slott has created several nationally aired and #1 Public Television Fundraising Specials including his most recent "Retirement Rescue" and has appeared on NBC, ABC, CBS, CNBC, CNN, FOX and National Public Radio.
Questions? Phil Putney, CPA PFS is a federally licensed fiduciary. Call 1-248-888-7530 or click here to schedule a no obligation initial consultation.