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IRA Essentials
League Office
1064 E Main Street
Meriden, CT 06450
USA
203-265-5657

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Tuesday, September 24, 2019, 9:00 AM - 3:30 PM EST
Category: Service Excellence Training

IRA Essentials

Just starting out in the retirement services industry or need a refresher on IRAs? IRA Essentials is the ideal workshop for you. With hands-on exercises throughout the workshop, you'll leave able to work with IRA owners and process basic IRA transactions with confidence.

Who Should Attend

  • Those who need to learn the basics of Traditional and Roth IRAs
  • Those who want an updated, general refresher on IRA rules

Course Topics*

  • Introduction to IRAs
  • Establishing an IRA
  • IRA Funding
  • IRA Distributions
  • IRA Portability
Register Here

Contact: [email protected]