Elite IRA Advisor Group℠ Workshop for Top Advisors
Austin, TX
November 6, 2025
to November 7, 2025
Staying ahead for our clients means never stopping the learning process.
Mark attended the 2025 Elite IRA Advisor Group℠ Workshop hosted by Ed Slott and Company in Austin, TX, an advanced training for top advisors focused on retirement and tax-planning strategies.
With presentations from Morningstar Inc. and Comprehensive Planning Strategies, the sessions covered topics like safe withdrawal rates and financial planning for caregiving.
Mark brought back valuable insights to continue helping our clients retire smarter and more confidently.