League Conference Webinars - Live

Advanced IRA Virtual Training

October 27 | 9:00 am - 4:30 pm ET
Level: N/A
Category:
League Conference Webinars - Live
Cost: 199.00/130.00/99.00
Contact: Susan Erlandson at serlandson@mainecul.org

This workshop 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. Topics will include:

· IRA Update on Recent Changes

· IRA Excess Contributions

· Required Minimum Distributions

· Beneficiary Options

· Advanced Portability

Date: Wednesday, October 27

9:00 am – 4:30 pm; Lunch 12:00 – 1:00 pm and multiple stretch breaks

 

 

Register

Please complete and submit the form below to register for this event. You will be placed on a waiting list if the number of attendees for your reservation is greater than the number of seats available.

Registrations are closed for this event.