Day One - $229
Day Two - $229
Both Days - $435

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April 11-12, 2023
9:30 a.m. - 4:30 p.m. EST (Both Days)

 

Registration

IRA Essentials - $229 per person
IRA Advanced - $229 per person
Both Courses - $435 per person

REGISTER HERE

Day 1 - IRA Essentials

IRA Essentials gives attendees a solid foundation of IRA knowledge. Exercises are included throughout the day to help participants apply information to job-related situations. Attendees will leave this session able to work with IRA owners and process basic IRA transactions with confidence. This is a beginner's session; no previous IRA knowledge is assumed. Attendees should bring a hand-held calculator.

Course Topics May Include:

• Introduction and Establishing IRAs
• IRA Funding
• IRA Distributions
• IRA Portability

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Who Should Attend?

You should attend this seminar if you:

• Need to learn the basics of Traditional and Roth IRAs or
• Want an updated, general refresher on IRA rules.

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Day 2 - Advanced IRA

Advanced IRAs builds on the attendees' basic IRA knowledge to address some of the more complex IRA issues that their financial organizations may handle. This is an advanced session; previous IRA knowledge is assumed. The instructor uses real-world exercises to help participants apply information to job-related situations.

Course Topics May Include:

• IRA Update
• Amending IRA Documents
• Required Minimum Distributions
• Beneficiary Options
• Advanced Portability
• Finding Answers to Commonly Asked IRA Questions

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Who Should Attend?

You should attend this seminar if you:

• an IRA administrator, personal banker, or memeber services personnel who has a working knowledge of basic IRA operations and are looking to expand your expertise and provide enhanced customer service;
• a financial professional who recognizes that IRAs play an integral role in retirement planning;
• a compliance specialist with procedural oversight of IRA policies and practices; or
• a support personnel responsible for promotional materials that describe the services provided by your financial organization.

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Cancellation Policy

All event cancellations will incur to a nonrefundable $10.00 administrative fee.