IRA Basics: Includes SECURE Act Law Change (Virtual)

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

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

Click here for brochure

Speaker: Debbie Crawford, gettechnical, Inc.

The IRA Basics seminar 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
10/22/2020 9:00 AM - 4:00 PM
 

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