Ed Slott

On March 24th, Adelphi Financial hosted a special retirement and tax planning event featuring nationally recognized IRA expert Ed Slott. Our CEO, Chris Kamnitsis, is a proud member of Ed Slott's Elite IRA Advisor Group, which represents a commitment to the highest standards of retirement tax planning knowledge and client service. The event covered essential strategies for protecting retirement savings from unnecessary taxation, the kind of planning that can make a significant difference in what you actually keep in retirement. For those who were unable to attend, the recording will be available shortly. We will share the link as soon as it is ready. Stay tuned.