Elevated Retirement Planning

Kelly Renner Joins the Ed Slott Elite IRA Advisor Group℠

At Life Strategies Financial Partners, we believe staying educated is one of the best ways we can take care of our clients. That’s why we’re excited to share that Kelly Renner, Founder and Lead Advisor, has been accepted into the Ed Slott Elite IRA Advisor Group℠—an exclusive group of financial professionals from across the country.


This isn’t just a title. It reflects a deep commitment to understanding the complexities of retirement, taxes, and long-term planning so our clients can move forward with confidence.

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Advanced Retirement Expertise You Can Trust

What Is the Ed Slott Elite IRA Advisor Group℠?

The Ed Slott Elite IRA Advisor Group℠ is led by nationally recognized IRA expert Ed Slott, CPA, and is known as one of the most respected retirement education communities in the financial planning industry.


Advisors in this group receive ongoing, in-depth training on topics like:

  • IRAs and Roth conversions
  • Required Minimum Distributions (RMDs)
  • Tax law changes that impact retirement planning
  • Smart strategies for protecting and passing on wealth


This ongoing education helps advisors stay current, prepared, and proactive—especially as rules and regulations continue to change.

Logo for Ed Slott's Elite IRA Advisor Group, gold and black text.
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Informed Decisions. Confident Futures.

Why This Matters to You

Retirement planning today isn’t as simple as it used to be. Tax laws shift, distribution rules change, and one small misstep can have long-term consequences.


Kelly’s participation in the Ed Slott Elite IRA Advisor Group℠ means our clients benefit from:


  • Thoughtful, tax-aware retirement strategies
  • More informed guidance around IRAs and distributions
  • Planning that considers both today and the future
  • Clear explanations without unnecessary jargon


It’s about helping you make informed decisions and keep your financial plan aligned with your goals.

Knowledge That Strengthens Your Plan

Our Commitment to Ongoing Education

At Life Strategies Financial Partners, we believe learning never stops. Kelly’s involvement with the Ed Slott Elite IRA Advisor Group℠ is just one way we continue to invest in education so we can better serve you.


When we stay informed, you gain clarity and confidence in your planning decisions.

Let’s Talk!

Start Planning for a More Secure Retirement

If you have questions about IRAs, retirement income, or tax-efficient planning—or simply want to understand your options—we’re here to help.


Reach out to Life Strategies Financial Partners to start the conversation and see how thoughtful planning can support your long-term goals.

Trusted Resources to Guide Your Retirement Strategy

As a proud member of Ed Slott’s Elite IRA Advisor Group℠, Kelly Renner is committed to ongoing education and advanced training in retirement distribution planning. These exclusive one-page guides simplify complex topics helping you make confident, informed decisions about your financial future.


Each resource below is designed to provide practical, easy-to-follow steps you can use to better understand your options and optimize your retirement outcomes.

Ed Slott's Guide Library Includes Content On:

Health Savings Account (HSA) Chart

Retirement Plan Contribution Limits

Tax Planning for Investment Income

Tax Planning

Avoiding the 10% Penalty

Navigating Qualified Charitable Distributions

Planning for Health Savings Account Distributions

Recharacterizing an IRA/Roth Contribution

Roth IRA: 5 Year Clocks & Distribution Ordering Rules

To Convert or NOT to Convert

Using IRAs to Help Children