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Ed Slott’s Elite IRA Advisor Group℠

Charles Wareham’s continuing education in IRA and retirement distribution planning.

Ed Slott’s Elite IRA Advisor Group

About the program

Charles Wareham is a member of Ed Slott’s Elite IRA Advisor Group℠, a private study group focused on IRA education and retirement distribution planning.

Members train with Ed Slott and his team on an ongoing basis. The program includes semiannual educational workshops, required training and examinations, and regular background checks.

Members receive updates on IRA tax laws and have access to educational resources and technical support for retirement planning questions.

Read the program flyer (PDF)

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