Three Registration Options:

• Live, In-person Seminar Registration - attend at the LBA Office from 9am-4pm (Click here for LBA's Operating Safely Policy).*When you register for the Live, In- Person seminar you can purchase the recording at a discounted price.
• Live Stream from 9am-4pm (through Zoom) *When you register for the Live Stream seminar you can purchase the recording at a discounted price. 
• Virtual Recording (sent after the seminar as MP4 links)  

Member Fee: $265 
Non-Member Fee: $465 

Click here for brochure

Speaker: Debbie Crawford, gettechnical, Inc. 

Please note: If you participate in the in-person or the live stream via Zoom, we will email a certificate to you following the program. Certificates will only be emailed to registered attendees. If you register for the recording, we will not be able to provide a certificate because we will not be able to track attendance.   

The IRA Basics seminar is designed for those new to IRAs or a great review for those who have been in the business a while. It addresses the purpose of IRAs, the role IRAs play in a customer’s retirement strategy and all types of IRAs and their eligibility requirements. This great seminar includes information on a few distributions, including death distributions. Seminar attendees will leave with less apprehension about their responsibilities and compliance issues for opening IRAs at the financial institution.