League Conference Webinars - Live

IRA Essentials Virtual Training

October 26 | 9:00 am - 4:30 pm ET
Level: N/A
Category:
League Conference Webinars - Live
Cost: 199.00/130.00/99.00
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. 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

Fee: $199/99

Date: Tuesday, October 26

9:00 am – 4:30 pm; Lunch 12:00 – 1:00 and multiple stretch breaks

 

 

Register

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Registrations are closed for this event.