DALLAS, Texas, May 9, 2019 – Christopher J. Berry, J.D., CELA, of The CJ Berry Group, joined the rest of Ed Slott’s Elite IRA Advisor Group to gather in Dallas, Texas on Thursday, May 2nd and Friday May 3rd for the Spring 2019 workshop.
Ed Slott’s Elite Advisor Group consists of approximately 400 members throughout the country, including financial advisors, CPA’s, estate planning attorneys, and insurance agents. These members attend Semiannual IRA educational workshops as a component of their ongoing IRA education. The workshop took place in Dallas, Texas, and incorporated focus sessions, breakout sessions, workshops, and guest speakers.
“It was great participating and learning with Ed Slott and other Elite IRA Advisors across the nation,” says Chris Berry, of The CJ Berry Group. “Helping Baby Boomers navigate the tax planning options of IRA’s and Roth Conversions is especially important given that taxes are on sale with the latest tax laws.”
The CJ Berry Group serves its clients by staying up-to-date with changing laws and taxes through continued education. They are heavily involved in the communities they serve by raising funds and donating tens of thousands of dollars to causes such as the Walk to End Alzheimer’s, LACASA, and the Area Agency on Aging.
The CJ Berry Group is a fee-based financial advisor and wealth management firm that specializes in holistic wealth, estate and tax planning with the Trusted Counsel Advantage. For more information, please visit www.cjberrygroup.com. For questions and inquiries please contact The CJ Berry Group at (844)-885-4200 or firstname.lastname@example.org.