Ed Slott’s Elite IRA Advisor Group

Barbara Norman CFP®, ChFC®, CDFA® is a Member, Ed Slott’s Elite IRA Advisor Group.

Ed Slott’s Elite and Master Elite IRA advisor groups encompass a wide range of financial advisors, CPAs, estate planning attorneys and insurance agents. They pay over $7,000 per year toward IRA education to help their clients. The advisors have passed a background check, complete requisite training, attend semiannual workshops, webinars, and complete mandatory exams.

Don’t Put Your Hard Earned Money At Risk  

Your retirement plan assets could be at risk for being lost to taxes and fees if your advisor doesn’t know to ask the right questions, is not aware of changes to the turbulent tax code and / or hasn’t been trained on high-level retirement planning strategies.  

IRA’s are not only complex instruments, but they are also situational.  There is a lot of information on the internet about IRAs and tax laws. But there are changes all of the time! How do you know if the information is current? The members of Ed Slott’s Elite IRA Advisors:

  • Are immediately notified of changes to the tax code and updates on retirement planning.
  • Have instant access to a wealth of resources ONLY for members of Ed Slott’s Elite IRA Advisor Group, including Ed Slott and Company's custom-designed modules - diagnostic checklists that advisors can use to ensure their clients' IRAs are set up and maintained correctly.
  • Receive immediate updates via email, webcasts and videos on the latest changes to IRA tax laws.
  • 24/7 access to our Experts to confer with on complex cases
  • A network of the top financial advisors in the country

Are You An Advisor Looking for Answers?

Need a second opinion or not quite sure? Don’t guess. Barbara is always happy to help with questions regarding your clients’ complex situations.

Have A Question?

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