Clarity 2 Prosperity and Prosperity Capital Advisors Hosts Holistic Advisor Academy Featuring Ed Slott and Company

CLEVELAND, Oct. 17, 2014 /PRNewswire/ -- Clarity 2 Prosperity Mastermind Group and Prosperity Capital Advisors are hosting a two-and-a-half day educational training event for independent financial advisors on October 20 – 22 in Cleveland, Ohio. Advisors in attendance will learn how to expand upon their skills, knowledge and capabilities in order to holistically serve American families with their investment, insurance, tax and estate planning needs.

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"Advisors who want to provide the optimal long-term financial plan for their clients need to be able to look at the big financial picture and provide advice and recommendations that take all areas of planning into consideration," says Jason L Smith, founder of Clarity 2 Prosperity and Prosperity Capital Advisors.  "The problem is, there aren't many holistic financial service providers in the country today who can do this, which is why we've made it our mission to train the financial services industry on how to build a holistic financial services firm and offer holistic financial plans.  Advisors who want to evolve to this next-generation service model need to educate themselves and their teams on how to offer holistic planning services, which starts with attending this event."

The Holistic Advisor Academy will feature industry leaders, advisors and coaches presenting on topics such as: integrating a tax practice into your financial services firm; understanding Medicare programs and helping your clients with the selection process; building a strategic relationship with a local attorney; designing a holistic financial plan; organizing a client's estate and more.  The event will feature Ed Slott and Company, America's IRA Experts, who will educate advisors and their teams on the latest IRA planning strategies, including topics such as: Roth conversions; life insurance and estate planning with IRAs; IRA trusts; the latest IRA tax law changes, rulings, cases and much more. 

"Advisors need comprehensive knowledge on all areas of financial planning to be most effective, which is why Ed Slott's training on advance IRA planning strategies is so critical," says Smith.

"If you are an advisor who wants to have a competitive edge over less informed financial advisors, this event is the place to be," says Ed Slott, CPA and founder of Ed Slott and Company.  "Not only will this training give you the most up to date planning strategies, but we will also show you how to immediately put it into use in your practice."

Ed Slott's IRA Leadership Program(SM) will serve as a prerequisite for advisors interested in joining Ed Slott's Elite IRA Advisor Group(SM).  The event will be held at the Ritz Carlton in Cleveland, Ohio.  For more information or to register for the event visit www.C2PEvents.com.  For more information about Ed Slott and Company visit www.IRAhelp.com.

About Clarity 2 Prosperity and Prosperity Capital Advisors
Clarity 2 Prosperity Mastermind Group and Prosperity Capital Advisors are affiliated financial planning organizations founded and led by advisors, coaches and business leaders. Their mission is to shift advisor focus from selling products to becoming holistic service providers, effectively serving the comprehensive needs of American families. Clarity 2 Prosperity partners with likeminded advisors who want to build holistic planning practices and trains them on how to incorporate investment, insurance, tax and estate planning into one congruent plan. Affiliated advisors are provided on-demand access to the financial planning, operational and marketing processes necessary to operate a holistic planning practice through the company's innovative e-learning platform. For more information about Clarity 2 Prosperity visit www.Clarity2Prosperity.com or call 888-240-1923 and for Prosperity Capital Advisors visit www.ProsperityCapitalAdvisors.com or call 888-240-0064.

About Ed Slott and Company
Ed Slott and Company, LLC, provides timely and accurate IRA education to hundreds of thousands of financial advisors and consumers throughout the year.  They are on a mission to match consumers with competent, educated financial advisors.  Known as "America's IRA Experts", Ed Slott and Company offers various training programs and educational products. Ed Slott and Company has further promoted their mission through national Public Television specials aimed to teach consumers how to ask the right questions to get the most out of their retirement savings.  The Public Television specials, including the new Ed Slott's Retirement Rescue!, have been viewed by millions of Americans and have raised millions of dollars in donations for Public Television. For more information about Ed Slott and Company visit www.irahelp.com.

Prosperity Capital Advisors is an SEC registered investment adviser with its principal place of business in the State of Ohio.  For more detailed information about Prosperity's products and services, please visit www.adviserinfo.sec.gov or contact the firm at www.ProsperityCapitalAdvisors.com. Please read this disclosure statement carefully.  Registration with the SEC does not imply any level of skill or expertise.

Contact:
Alana Kohl
AdvisorPR
O: (702) 685-7450
C: (702) 466-4111
E: [email protected]

SOURCE Clarity 2 Prosperity