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Ed Slott and Company educates financial professionals on the complexities of IRAs so they are equipped to navigate clients through tax and distribution planning. Since 2017, Eric has been a member of the Ed Slott’s Master Elite IRA Advisor Group℠. He trains on an on-going basis with Ed Slott and his team of IRA professionals. He completes the requisite training, attends semiannual workshops and webinars, and takes the mandatory exams. In return, he is equipped with education, up-to-date tools and resources to assist him with his clients' needs. Peterson Financial pays a fee to be part of the Ed Slott’s Master Elite IRA Advisor Group℠.
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