Plan Well, Retire Well Dinner Event Featuring IRA Expert Ed Slott

Please note that all events are on hold indefinitely to help ensure the health and safety of our clients and guests.

Event Details

It’s how much you keep that counts – AFTER taxes! IRA Expert, Ed Slott, shows you how to keep more and pay less. He combines his extensive IRA tax knowledge with humor and stories in which everyone can relate.

This is a totally unique, entertaining and educational presentation for people who have spent a lifetime saving for their retirement and now need to know how to protect those savings from taxes.

This one-night-only event, featuring Ed Slott and hosted by Bayntree Wealth Advisors President Andrew Rafal, focuses on creating a plan to reduce or eliminate the heavy taxes on distributions from IRAs, 401(k)s and other retirement savings, including Roth IRA conversions.

Topics to be discussed:

  • The single biggest benefit in the Tax Code – How to make it work for you!
  • Roth IRA conversions – should you or shouldn’t you?
  • How will the new SECURE Act impact your retirement accounts?
  • The death of the Stretch IRA and how it will effect your legacy.
  • Why IRAs are often ignored in the typical Estate Plan?
  • The importance of the beneficiary form and how to keep it up to date…what your beneficiaries need “to know”!

Reservations are required. Seating is limited and fills quickly. 

Each family will receive Ed Slott’s latest book, Retirement Decisions Guide: 2019 Edition.

About Ed Slott
Ed Slott was named “The Best” source for IRA advice by The Wall Street Journal.

He is an accomplished author of numerous retirement-focused books and has starred in several nationally aired public television specials including his most recent, Retire Safe & Secure! with Ed Slott (2019).

Slott created the IRA Leadership Program™ and Ed Slott’s Elite IRA Advisor Group™, which were developed specifically to help financial professionals earn recognition as leaders in the IRA marketplace.

As a thought leader in the retirement industry, Slott is often quoted in The New York Times, The Wall Street Journal, Forbes, Money, Kiplinger’s, USA Today, and Investment News.


The McCormick Scottsdale
7421 N. Scottsdale Rd., Scottsdale, AZ 85253


Thursday - January 30th, 2020


5:30 p.m. - Doors Open, 6:00 p.m. - Event Begins


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