Welcome Back, Leticia!
INSTANT IRA SUCCESS | 2019
Mark J. Napolin & Associates welcomes back our Office Manager and 401K Specialist Leticia Mendoza from her trip to Fabulous Las Vegas, NV for the Instant IRA Success Seminar! Created by Ed Slott*, Instant IRA Success is America’s Premier IRA Seminar dedicated to educating thousands of retirement professionals just like Leticia across the country on the essentials of the retirement Industry.
Held at The Mirage Resort and Casino, the seminar took place from February 22nd- February 23rd, 2019. Speakers included Ed Slott, Jeremy Rodrigues, Sarah Brenner and Andy Ives. Mark J. Napolin & Associates is dedicated to utilizing the very best resources when it comes to continued education, as it strives to provide the best services possible to our valued clients.
Ed Slott
Ed Slott, founder of Ed Slott & Company LLC, is an accomplished author and professional speaker who was named “The Best Source for IRA Advice” by the Wall Street Journal. Slott is also the proud recipient of the “Excellence in Estate Planning” and “Outstanding Service” awards presented by The Foundation for Accounting Education. He is a past Chairman of the New York State Society of CPAs Estate Planning Committee and editor of the IRA planning section of the CPA Journal.
*Ed Slot is not affiliated with Royal Alliance Associates, Inc.
Jeremy Rodriguez
Jeremy Rodriguez is an ERISA, (Employee Retirement Income Security Act), attorney with over eleven years of experience in the field. Rodriguez is an experienced public speaker who has given presentations on plan design, plan qualification, and retiree healthcare. Jeremy is a graduate of Ohio University with a dual major in American History and Political Science, Public Law. He also holds a juris doctor from the University of Toledo, College of Law and is a member of the Ohio Bar.
Jeremy is not affiliated with Royal Alliance Associates, Inc.
Sarah Brenner
Sarah has almost twenty years of experience helping clients solve complex technical IRA questions. She is a contributing writer and editor for Ed Slott’s IRA Advisor newsletter, distributed to thousands of financial advisors nationwide, and writes for several areas of the company’s website, www.irahelp.com. Sarah is a graduate of Smith College and Villanova School of Law.
Sarah is not registered with Royal Alliance Associates, Inc.