Nationally known IRA trainer and expert, Ed Slott provided advanced ira training for USA Financial representatives.  Local representative completes training...

Troy, MI - Investment Advisor Representative, Gregory N. Zott, completed intensive training at an educational conference in Grand Rapids, MI on August 6th, 7th and 8th sponsored by USA Financial. USA Financial promotes excellence in estate and financial planning by providing member representatives with up-to-date research, educational materials, and other important resources.

 
The instructor for IRA training was nationally known IRA expert, Ed Slott. Named as “The Best” source for IRA advice by The Wall Street Journal and called “America’s IRA Expert” by Mutual Funds Magazine,Mr. Slott has created the nationally aired Public Television Special “Stay Rich Forever & Ever with Ed Slott”, viewed by millions of Americans.   Mr. Slott is often quoted in publications such as The New York Times, News Day, The Wall Street Journal, Time, USA Today and Investor’s Business Daily, and has appeared on NBC, ABC, CBS, CNBC, CNN, FOX, PBS, and National Public Radio.   Mr. Slott is also the author of the books The Retirement Savings Time Bomb and How to Defuse It, Your Complete Retirement Planning Road Map, and Parlay Your IRA Into a Family Fortune.       
 
The training provided considerable value to advisors and the consumers they work with due to the ever-changing and highly complex issues around IRAs and other retirement assets (403B, 401k, 457 plans, etc). If a consumer has a large retirement account, the proper advice could allow them to take advantage of significant opportunities in the tax code. Of utmost importance, the wrong advice, or a decision without advice, can have irreversible effects and cause the entire IRA balance to be taxed immediately. Mr. Slott focuses on educating financial advisors and their clients on how to potentially create a substantial legacy and avoid costly mistakes in regard to their retirement plans.   With financial advisors at the center of many critical retirement planning discussions with their clients, this type of training gives clients a higher level of confidence in the professionals they work with.
 
Greg Zott strongly believes in continuing education and felt it was imperative to complete this intensive training on behalf of his clients. The information and strategies discussed at this event will enable Greg Zott to apply the latest financial planning techniques to assist clients and their loved ones in properly protecting their retirement accounts during their lifetime or at death.  
 
In addition, advisors attending the event had the opportunity to join Ed Slott’s Elite Advisor Group in 2009 to receive ongoing advanced planning in regard to maximizing retirement and estate planning decisions.   Greg Zott has chosen to become a member of this elite group. He is listed in Mr. Slott’s website directory to assist consumers in finding advisors and attorneys well versed on these topics. 
 
GNZ Financial Services concentrates its practice on retirement and estate planning and has helped thousands of families strive for their long term estate and financial goals. For more information about GNZ Financial Services, or to speak with Greg Zott, please call 888-570-2778. Media and/or public speaking inquiries regarding retirement and IRA planning topics are also welcome.