Every advisor knows year-end matters. Few run it like a system. In this interactive session, America's IRA Expert, Ed Slott, CPA, breaks down the deadlines that cannot move — RMDs, QCDs, Roth conversions, and the mandatory Roth catch-up rules now in force — and shows what each one means for your clients and your practice. Dave Alison, CFP®, EA, BPC, President of Wealth Management and Founding Partner of Prosperity Capital Advisors, joins to show how these deadlines play out in a real advisory business: stronger client relationships, real growth, and a fast start to the new year.

We’ll cover:

  • The December 31 deadlines that Ed says can be used to create urgency in year-end client reviews
  • How to turn required year-end conversations into the kind of trust that drives retention and referrals
  • Where year-end reviews become new business-building opportunities with existing clients
  • How to walk into Q1 already ahead, instead of starting cold

The advisors who make year-end work for their clients don't wait until December. Save your seat and be ready when it counts.

Ed Slott, CPA
President | Founder
Ed Slott & Company

Dave Alison, CFP®, EA, BPC
President of Wealth Management | Founding Partner
Prosperity Capital Advisors

Save My Seat

PRESENTERS

Ed Slott, CPA, America’s IRA Expert, is a nationally recognized speaker, best-selling author, and television personality known for turning complex tax laws into actionable, easy-to-understand strategies that help Americans keep more of their retirement savings.

Often featured in USA Today, Forbes, and other leading media, Mr. Slott is the go-to resource for insight on the latest tax and retirement legislation.

He is the creator of Ed Slott’s Elite IRA Advisor GroupSM, a premier network of top financial professionals, and a Professor of Practice at The American College of Financial Services. He is also a best-selling author, with his latest book The Retirement Savings Time Bomb Ticks Louder (Penguin Random House, 2024).

Through his writing, teaching, and public television programs, Ed Slott has taught millions of Americans—and their advisors—how to reduce taxes, avoid costly mistakes, and make the most of their retirement savings.

 

Dave Alison, CFP®, EA, BPC is an accomplished wealth manager and entrepreneur with a passion for holistic wealth management. As President of Wealth Management and Founding Partner of Prosperity Capital Advisors and C2P, he drives the vision of simplifying financial planning for 1 billion people worldwide. Dave helps advisors grow their businesses and serve ultra-high net worth clients with advanced planning support. He is also the Founder & CEO of Alison Wealth Management, serving high-net-worth and ultra-high-net-worth clients nationwide. Dave has consistently proven to be a wealth of knowledge and skill for his clients and other advisors throughout his career, earning recognition for his skill and dedication in the financial services industry.