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Ed Slott's Elite IRA Advisor Group(SM) Post-Workshop Press Release / Spring 2025

Press Release

Local Financial Advisor Completes Advanced IRA Training at National 20-Year Conference Hosted by America’s IRA Experts

Scottsdale, AZ  - June 6, 2025 — James Regan, Principal & Financial Advisor of Valor Legacy Wealth, completed advanced training with Ed Slott and Company, LLC by attending a landmark 20th anniversary workshop of Ed Slott’s Elite IRA Advisor GroupSM, held May 15–16 in Atlanta, Georgia—the city where the program began two decades ago.

This invitation-only event brought together top financial professionals from across the country for two days of in-depth education on retirement account planning strategies, estate planning techniques, and up-to-the-minute tax law updates. Training materials included a nearly 300-page manual, covering advanced topics that directly impact retirement savers.

“As the retirement landscape grows more complex—with new tax laws, evolving regulations, and market volatility—advisors must be equipped to guide clients through it all,” said Ed Slott, CPA, founder of Ed Slott and Company and Professor of Practice at The American College of Financial Services®. “Staying educated isn’t just an advantage—it’s a responsibility. James Regan is part of an exclusive group of advisors who train with us twice per year to stay ahead of the latest retirement tax changes and planning strategies.”

Key insights from this workshop included:

  • 2025 Tax Law Updates: Final IRS guidance on SECURE Act and SECURE 2.0 regulations, including new RMD rules, spousal rollover provisions, and the 10-year rule for inherited accounts.
  • New Catch-Up Rules: Review of the 2026 mandatory Roth catch-up provision for high earners—and how to help clients prepare.
  • Planning in a Volatile Market: Strategies for blending Roth conversions, Social Security timing, and withdrawal sequencing to manage taxes while protecting assets from market risk.
  • Special Guest Speakers:
    • Heather Schreiber, RICP® on optimizing Social Security and IRMAA planning during retirement—timely guidance as more retirees look to protect income and leave a legacy.
    • Dr. Jordan Grumet, hospice physician and author of “The Purpose Code,” on integrating purpose and financial planning.
    • Jeffrey Levine, CPA/PFS, CFP®, with top tax, retirement, and estate strategies for 2025.
    • Attorney Shannon L. Evans, JD, LL.M. on crisis-prevention estate planning and incapacity readiness.
  • Real Case Studies: New IRS private letter rulings on estate portability, missed RMDs, charitable distributions, and Roth strategies—plus a detailed NUA rescue case.
“Even more than market losses, taxes are the single biggest expense in retirement—and the biggest gap in most plans,” said James Regan. “With so much uncertainty right now, it’s never been more important to evaluate Roth conversions, review beneficiaries, and make sure tax-saving opportunities don’t slip away.”

The event also previewed “Ed Slott and Company’s Ultimate Retirement Tax-Savings Roadmap,” a new consumer education campaign launching this summer. The YouTube special—and accompanying tools—reflect the firm’s growing commitment to help more Americans make informed retirement decisions and highlight the importance of working with well-trained advisors. Individuals can sign up to be notified at irahelp.com/retirementroadmap.
“I’m proud of every advisor in this group for their commitment to continuous learning,” said Slott. “After 20 years, it’s clear this group continues to set the gold standard for retirement education in America.”

James Regan can be contacted for more information on IRA and retirement-related questions. Please visit valorlw.com or call 480.269.9211.
 
ABOUT ED SLOTT AND COMPANY, LLC:
Ed Slott and Company, LLC is the nation’s leading provider of retirement tax education for financial advisors, CPAs, and attorneys. Backed by a team of nationally recognized experts—including CPAs, attorneys, and retirement specialists—the firm delivers ongoing, in-depth training on the latest tax laws, IRA planning strategies, and retirement distribution rules. Its flagship program, Ed Slott’s Elite IRA Advisor GroupSM, is comprised of 500 of the nation’s top financial professionals who receive semiannual live training, monthly updates, and case law analysis to help clients keep more of their retirement savings. The company’s multi-disciplinary team also contributes to the retirement income curriculum at The American College of Financial Services® and is featured regularly in top-tier media including The Wall Street Journal, CNBC, Forbes, and The New York Times. Founder Ed Slott, CPA, is the creator of several public television specials, author of “The Retirement Savings Time Bomb Ticks Louder” (Penguin Random House, 2024), and co-host of “The Great Retirement Debate” podcast, available on Spotify, Apple, Stitcher, and Amazon. Visit irahelp.com for more information.

ABOUT VALOR LEGACY WEALTH:
At Valor we create strategies and offer guidance for those seeking to build the wealth, retirement lifestyle and legacy of their dreams. Each Valor plan is individually crafted using an abundance of products that are tailored to meet your unique needs and wants. Building a strong relationship based in understanding, transparency, and trust; we will manage the risks and face life-changing situations together to preserve and protect your legacy and wealth.
Valor’s individually crafted plans cover your short-term goals and your long-term objectives with an equal focus on tax planning, preservation of your wealth, and security of your legacy. Valor has assisted individuals, couples, and families of all economic levels and in all stages of life, from young aspiring professionals to empty nesters. Now is the perfect time to begin your legacy and wealth plan! The sooner one gets going the closer you are to your goals and dreams. It’s tough to manage the competing needs of today and goals for tomorrow, but with a Valor individually crafted plan in place, we will guide you through the milestones that matter to you. 
Not sure where to begin? We do! Starting the conversation at Valor will give you the clarity and confidence to take the first and hardest step towards building your legacy and wealth. Not ready to commit? No pressure! Our trusted relationship is paramount at Valor, and we will be ready when you are.
 
Investment advisory services offered through Brookstone Wealth Advisors, LLC(BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC.BWA and VALOR Legacy Wealth are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.
 

Ed Slott's Elite IRA Advisor Group(SM) Post-Workshop Press Release / Spring 2025