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
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.