Broker Check


May 16, 2023

 Local CFP® Completes Advanced Training from

Ed Slott and Company, LLC


Members of Ed Slott’s Elite IRA Advisor Group Attend Semiannual Workshops on the Latest Retirement Account Planning Strategies, Estate Planning Techniques, and Tax Laws

David S. Dixon, CFP®, LPL Financial Advisor of Dixon Financial Group, LLC completed his semiannual training with Ed Slott and Company, LLC by participating in a workshop that took place April 27-28, 2023. The invite-only workshop was attended by members of Ed Slott’s Elite IRA Advisor Group; it provided in-depth technical training on advanced retirement account planning strategies, tax law changes, and estate planning techniques. The workshop also featured a 2023 update on the SECURE Act 2.0 with insight into its most impactful provisions, including the delayed RMD age, new early distribution penalty exceptions, and several of the Roth IRA provisions such as 529 plan rollovers.

“It’s only been a few months since another SECURE Act was signed into law and even though the goal was to expand retirement savings access for Americans, it’s unfortunately created even more confusion for consumers and advisors alike,” said Ed Slott, CPA, founder of Ed Slott and Company, AARP columnist, Professor of Practice at The American College of Financial Services® and nationally recognized IRA Expert who was named “The Best Source for IRA Advice” by The Wall Street Journal.  “Due to these complex, ever-changing laws, it’s more important than ever for advisors to be up-to-speed on the latest retirement planning strategies so they can be vigilant and help ensure clients avoid costly mistakes,” he continued. “I commend Dixon for continuously prioritizing his education and going above and beyond to deliver informed and accurate financial guidance to his clients in a time when it’s needed most. With this ongoing training, Dixon can offer the latest insight on any necessary updates one may need now and into the future.”

Training highlights from this event include:

  • An updated look at retirement plan payouts to beneficiaries, since the IRS released its proposed SECURE Act RMD Regulations and the SECURE Act 2.0, was passed
  • A deep dive into SECURE Act 2.0 policies, including:
    • Changes to Qualified Charitable Distributions (QCDs)
    • Changes to Qualified Longevity Annuity Contracts (QLACS)
    • New 10% early-distribution penalty exceptions
    • Updates on the increased RMD age, RMD penalties, and lifetime RMD distributions
    • Roth IRA changes, including 529 to Roth rollovers and the elimination of lifetime Roth 401(k) RMDs
  • A comprehensive IRA update on the latest IRA tax law changes, new tax strategies, rulings, court cases, and planning opportunities
  • A special presentation by David McKnight, bestselling author of The Power of Zero, on how to retire in the 0 percent tax bracket

Guest speaker Denise Appleby, MJ, CISP, CRC, with Appleby Retirement Consulting, Inc hosted a breakout session on the critical rules for moving retirement accounts, while guest speaker Martin James, CPA/PFS, with Martin James Investment & Tax Management, Inc., hosted another breakout session on creative tax strategies for Roth conversions. Guest speaker Shannon L. Evans, J.D. presented on creditor protection for IRAs and company plans. Members also reviewed relevant, advanced case studies and private letter rulings.

The training was provided by Ed Slott and Company’s team of retirement professionals, including Ed Slott, CPA; Sarah Brenner, JD; Andy Ives, CFP®, AIF®; Ian Berger, JD; and Shannon Evans, Esq. Ed Slott and Company and many of the advisors in Ed Slott’s Master Elite IRA Advisor Group are the go-to resources for attorneys, CPAs, and other financial advisors because of their intimate knowledge and advanced expertise in all areas of retirement accounts and distribution planning. This workshop also provided approved continuing education (CE) credits through The American College, CFP® Board, IRS, and NASBA for retirement savings and income planning, federal tax law topics, general financial education, and accounting.

Members of Ed Slott’s Master Elite IRA Advisor Group have year-round access to Ed Slott and Company’s team of retirement experts for consultation on a variety of advanced planning topics. The membership also includes workshops, webinars, tax law updates, step-by-step processes, such as the Complete IRA Care Solution™ 30-module planning guide, and so much more. Members also have access to proprietary worksheets, pamphlets, and presentations, including a 7-step checklist for IRA trust planning after the SECURE Act, SECURE 2.0 key effective dates, and tips to disarm the new retirement savings time bomb as seen in Ed Slott’s latest best-selling book and public television special that they can use when working with clients.

“The way we plan for retirement is always evolving, and this year is no exception,” said Dixon. “That’s why continuing education always has and will continue to be a top priority of mine. As a member of this qualified group of financial professionals, I have an endless number of resources at my fingertips, ensuring that I always have access to the most up-to-date information backed by a team of IRA professionals that can help me behind the scenes.”

“I am extremely proud of every member of our ongoing study group, as these top advisors are stepping up to guide Americans during an uncertain time in our country,” said Slott. “With each year, comes a new set of retirement and tax planning laws and policies and our members are leading the way in the industry, armed with the knowledge needed to help navigate their clients through these everchanging times.”  

David Dixon can be contacted for more information on IRA and retirement-related questions. Please visit or call 702.982.2479.


ABOUT ED SLOTT AND COMPANY, LLC: Ed Slott and Company, LLC is the nation’s leading provider of technical IRA education for financial advisors, CPAs, and attorneys. Ed Slott’s Elite IRA Advisor Group is comprised of 500 of the nation’s top financial professionals who are dedicated to the mastery of advanced retirement account and tax planning laws and strategies. Slott is a nationally recognized IRA distribution expert, best-selling author, and professional speaker. He has hosted several public television specials, including Ed Slott's Retirement Freedom!, and is also the co-host of The Great Retirement Debate podcast, available on all major platforms, including SpotifyAppleStitcher, and Amazon. Visit for more information.


ABOUT DAVID DIXON AND DIXON FINANCIAL GROUP, LLCMr. Dixon has been a Certified Financial Planner™ professional for over 30 years.  He founded Dixon Financial Group, LLC in 2004.  Mr. Dixon helps his clients pursue streams of income and avoid retirement disasters through proper planning and the management of retirement resources.  Many of his clients are retired or nearly retired.  He has been a member of Ed Slott's Master Elite Advisor Group℠ for over 10 years.  He is a Registered Principal with LPL Financial.  He holds Series 6, 7, 22, 24, 26, 63, and 65 securities registrations through LPL Financial and is licensed in 37 states.  He also holds life, health, variable annuity, and variable life insurance licenses.


Ed Slott’s Elite IRA Advisor Group℠ is a separate entity from LPL Financial. Securities and advisory services are offered by LPL Financial, a registered investment advisor. Member FINRA/SIPC.