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Virtual - IRA Essentials
League Office
1064 E Main Street
Meriden, CT 06450

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Wednesday, September 16, 2020, 9:00 AM - 4:00 PM EDT
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

Registration fee is $99 per person. 

Register Here

Contact: [email protected]