League Conference

IRA Advanced Virtual Training

10/28/2020 | 9:00 am - 4:00 pm ET
Level: N/A
Category:
League Conference
Cost: $199.00
Contact: Susan Erlandson at serlandson@mainecul.org

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 will include:

  • IRA Updates
  • Required Minimum Distributions
  • Beneficiary Options
  • Advanced Portability
  • Roth IRA Conversion Contributions
  • Withholding and Getting It Right

You should attend if you have a working knowledge of basic IRA operations and wish to expand your expertise and provide enhanced member service.

$199.00 for first participant/$99.00 for each additional participant;  Lunch break 12:30-1:30 pm

Leadership: Carrie Horn and one other, TBD

 

 

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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.

$199.00

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