Education

Virtual IRA Workshop

Virtual IRA Workshop

One Day - $219
Both Days - $425

 

Day 1 - IRA Essentials

9:00 a.m. - 4:00 p.m. EST

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.

View Agenda

Day 2 - Advanced IRA

9:00 a.m. - 4:30 p.m. EST

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.

View Agenda

Registration

IRA Essentials - $219 per person
IRA Advanced - $219 per person
Both Courses - $425 per person

REGISTER HERE

Cancellation Policy

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

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