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. Attendees should bring a hand-held calculator. Who Should Attend? You should attend this seminar if you need to learn the basics of Traditional and Roth IRAs or you want an updated, general refresher on IRA rules. Topics will include:
· Introduction and Establishing IRAs
· IRA Funding
· IRA Distributions
· IRA Portability
9:00 am – 4:30 pm; Lunch 12:00 – 1:00 and multiple stretch breaks
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.