Helen Modly, CFP, ChFC of Focus Wealth Management, Ltd., Middleburg, VA completed the advanced two day Ed Slott IRA Workshop in Orlando, Florida on April 3rd and 4th, 2008.

Ed Slott is known as "America's IRA Expert" and is nationally recognized for his expertise in retirement plan distributions. This advanced certificate program covered the complex rules and new regulations related to IRA distributions and beneficiary designations. Training included the latest IRA tax saving strategies as well as the common and costly mistakes made by IRA beneficiaries.

FOCUS WEALTH MANAGEMENT is a fee only investment management and financial planning firm located in Middleburg, Virginia. The firm specializes in retirement planning and asset management for individuals, families, trustees, and foundations.