IRA Essentials Virtual Training

 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.

Course Topics Will Include:

• Introduction and Establishing IRAs
• IRA Funding
• IRA Distributions
• IRA Portability

You should attend this virtual training if you need to learn the basics of Traditional and Roth IRAs or want an updated, general refresher on IRA rules.

$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