IRAs A-Z (Virtual)

This program has been changed to a virtual program via Zoom. 

Member Fee for Virtual Live Seminar OR Virtual Seminar Recording:  $265
Non-Member Fee for Virtual Live Seminar OR Virtual Seminar Recording:  $465

Speaker: Debbie Crawford, gettechnical, Inc.

Click here for brochure
Please note: 
If you participate in the live virtual seminar, we will email a certificate to you following the program. Certificates will only be emailed to registered attendees. If you opt for the recording, we will not be able to provide a certificate because we will not be able to track attendance.

The IRA class is designed for those new to IRAs or a great review for those who have been in the business for a while. It addresses the purpose of IRAs, the role IRAs play in a customer’s retirement strategy and all the different types of IRAs and their eligibility requirements. This great seminar includes some 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.

When
3/19/2021 9:00 AM - 4:00 PM
 

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