2024 CWA Tax Summit


Ready to turn advanced tax strategies into actionable steps? Discover how with Ed Slott, America’s IRA expert.

Get the most out of your savings

When: Thursday, March 21, 2024

Time: 6:30 p.m. – 8:30 p.m.

Where: The Show Barn at Thanksgiving Point 

2476 Sycamore Lane | Lehi, UT 84043

Hosted by Mike Stevens and Capital Wealth Advisors

Meet Your Speaker Ed Slott, CPA

Ed Slott, CPA

Ed Slott, America’s IRA Expert, is a nationally recognized speaker, television personality and best-selling author known for his unparalleled ability to turn advanced tax strategies into understandable, actionable and entertaining advice.

As president and founder of Ed Slott and Company, LLC, the nation’s leading source of accurate, timely IRA expertise and analysis, Ed provides:

  • Answers to retirement savers’ most important questions
  • Practical, easy-to-understand information on IRA, retirement, tax and financial planning topics

Named “The Best Source for IRA Advice” by The Wall Street Journal, Ed is the go-to resource for media, regularly providing insight on breaking news affecting retirement and tax planning laws and strategies.

Ed is an accomplished author of many best-selling financial books, with his latest, “The Retirement Savings Time Bomb Ticks Louder: How to Avoid Unnecessary Tax Landmines, Defuse the Latest Threats to Your Retirement Savings & Ignite Your Financial Freedom” scheduled for release in 2024. His popular website, irahelp.com, is a resource for financial professionals and consumers, where tens of thousands of readers follow the Slott Report blog.

As the go-to resource for media on timely insight on breaking news as it relates to retirement and tax planning laws and strategies, Ed is often quoted in The New York Times, The Wall Street Journal, Forbes, USA Today, Kiplinger, Investor’s Business Daily and numerous additional national magazines and financial publications. He regularly provides a column to AARP and is a contributing columnist and media resource to Financial Advisor and InvestmentNews magazines. Ed has appeared on many national television and radio programs, including NBC, ABC, CBS, CNBC, CNN, FOX, Fox Business, NPR, Bloomberg and Morningstar.

Ultimately, through all these combined efforts, Ed has taught millions of Americans (and their financial professionals) how to maximize their retirement savings.

You’ve worked hard to reach retirement. Don’t miss this opportunity to discover strategies that can help you keep more of what you’ve earned.

2024 CWA Tax Summit featuring Ed Slott

Ready to Take The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.

Or give us a call at 801.210.2800