League Conference

IRA Essentials Virtual Training

10/27/2020 | 9:00 am - 4:00 pm ET
Level: N/A
Category:
League Conference
Cost: $199.00
Contact: Susan Erlandson at serlandson@mainecul.org
 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

 

 

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.

$199.00

Attendee 1

Your Information