2021 IRA Seminar

VIRTUAL AGENDA
October 7-8, 2021
8:30 am - 3:00 pm

There will be six 45-minute sessions followed by a 15-minute break between sessions and a 60-minute break for lunch each day. 

IRA Essentials

Just starting out in the retirement services industry or need a refresher on IRAs?  IRA Essentials is the ideal seminar for you.  With hands-on exercises throughout the session, you’ll leave able to work with IRA owners and process basic IRA transactions with confidence.

  • Introduction to IRAs
  • Establishing an IRA
  • IRA Funding
  • IRA Distributions
  • IRA Portability
  • Reporting

Advanced IRAs

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

  • IRA Updates
  • IRA Excess Contributions
  • Required Minimum Distributions
  • Beneficiary Options
  • Advanced Portability