IRA Essentials and Advanced Seminar coming this fall

on "June 03, 2021 2:07 pm"

Whether you are an IRA novice seeking foundational training or an IRA veteran in need of a deeper dive into more complex issues, this virtual seminar is for you. Sign up for one or both days.

IRA 600x250

Virtual IRA Essentials & Advanced IRA Seminar
October 7, 2021 • IRA Essentials
October 8, 2021 • Advanced IRAs
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.  Attendees should bring a hand-held calculator.

Registration Deadline: September 22, 2021

Register here

Just starting out in the retirement services industry or need a refresher on IRAs?  Want to be able to work with IRA owners and process basic IRA transactions with confidence?  IRA Essentials is the ideal seminar for you. 

IRA Essentials offers a solid foundation of IRA knowledge. Exercises throughout the day help participants apply what they learn to job-related situations. You 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.

Day one includes:

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

Advanced IRAs addresses more complex issues and uses real-world exercises to help participants apply information to job-related situations.  Previous IRA knowledge is assumed.

Day two includes: 

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