May 20, 2024
Member Fee (Live or Recording): $165 per connection
Non-Member Fee (Live or Recording) $265 per connection
This IRA webinar is designed for those new to IRAs or is 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 an account holder’s retirement strategy and all the different types of IRAs and their eligibility requirements. This webinar will include information on contributions and distributions as well as death distributions. Attendees will leave with less apprehension about their responsibilities and compliance issues for opening IRAs at the financial institution.
This webinar will benefit all IRA administrators, personal bankers, trust officers, customer service representatives and those selling or discussing these products with their customers.
If none of the above apply click here to create an account.
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