IRAs: Rules Everyone Needs to Know (Webinar)

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

Speaker: Debbie Crawford, gettechnical, Inc. 

Click here for brochure

This webinar is designed to help develop a basic understanding of the four IRA products for everyone that is a sales representative, new accounts, loan officer, and branch manager at your financial institution. We don’t all need the deep details but we do need to know who would buy each type of product and how they would benefit from each of the four IRA types: Traditional, Roth, SEP and SIMPLE. This webinar will provide basic training for your IRA staff.

When
9/24/2018 3:30 PM - 5:00 PM

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