The year is closing with complex new opportunities—and the smartest advisors are already turning them into client wins. In this interactive session, Ed Slott, CPA, and Dave Alison, EA, CFP®, broke down how top advisors are navigating the latest tax, IRA, and income-planning rules to create measurable results. Along the way, they connected the dots between the SECURE Act, SECURE 2.0, and OBBBA—the trifecta reshaping retirement and estate planning heading into 2026.

You’ll Learn To:

  • Identify 2025 IRA, RMD, and income-planning priorities before December 31.
  • Integrate Roth, charitable, and gifting strategies for high-value clients.
  • Translate complex law changes into conversations that build trust and drive engagement.

Ed Slott, CPA
President | Founder
Ed Slott & Company

Dave Alison, CFP®, EA, BPC
Co-President | Founding Partner
C2P

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Replay available until 12/20/25

PRESENTERS

Ed Slott, CPA, America’s IRA Expert, is a nationally recognized speaker, best-selling author, and television personality known for turning complex tax laws into actionable, easy-to-understand strategies that help Americans keep more of their retirement savings.

Often featured in USA Today, Forbes, and other leading media, Mr. Slott is the go-to resource for insight on the latest tax and retirement legislation.

He is the creator of Ed Slott’s Elite IRA Advisor GroupSM, a premier network of top financial professionals, and a Professor of Practice at The American College of Financial Services. He is also a best-selling author, with his latest book The Retirement Savings Time Bomb Ticks Louder (Penguin Random House, 2024).

Through his writing, teaching, and public television programs, Ed Slott has taught millions of Americans—and their advisors—how to reduce taxes, avoid costly mistakes, and make the most of their retirement savings.

 

Dave Alison, CFP®, EA, BPC is an accomplished wealth manager and entrepreneur with a passion for holistic wealth management. As Co-President and Founding Partner of Prosperity Capital Advisors and C2P, he drives the vision of simplifying financial planning for 1 billion people worldwide. Dave helps advisors grow their businesses and serve ultra-high net worth clients with advanced planning support. He is also the Founder & CEO of Alison Wealth Management, serving high-net-worth and ultra-high-net-worth clients nationwide. Dave has consistently proven to be a wealth of knowledge and skill for his clients and other advisors throughout his career, earning recognition for his skill and dedication in the financial services industry.