IRA Basics: Updated for the SECURE Act (Webinar)

Member Fee:  $165 per connection 
Non-Member Fee:  $265 per connection 

Speaker: Debbie Crawford, gettechincal, Inc. 

Click here for brochure

IRA tax deadline is fast approaching and your customer needs to get his IRA contribution in. What do you do when someone walks in at 5PM on April 15th to make that contribution to his/her IRA? What if they don’t have an IRA and you need to open one for them? These and other questions will be answered in this webinar. If you have just started with IRAs or want a good review of IRA fundamentals, this is the program for you. This program will prepare you to open, move and close IRAs and get all the paperwork right in the process. If you have been afraid of IRAs or just don’t have enough basic knowledge, this webinar will get you excited and motivated to become the IRA expert at your organization.  

This program covers all of the new information from the SECURE Act which was passed on December 20, 2019.

2/10/2020 3:30 PM - 5:00 PM

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