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March 5 | 8:00 am - 9:30 am ET
Category:
CU Webinar
Webinars - Live
Contact: Krista Simonis at ksimonis@mainecul.org
IRA beneficiary distributions often come at a stressful time.
Ensuring accurate allocations is always challenging, but doing so can make difficult situations go smoother. So, are you an IRA beneficiary designation and distribution expert? What about the SECURE Act? Attend this two-part series to learn a host of best practices for IRA handling and compliance.
For more information, including pricing and registration, please visit: cuwebtraining.com/ira-series-ira-beneficiary-designations-distributions-part-a-proper-handling-responsibilitiescompliance