Three Registration Options:
Member Fee: $265
Non-Member Fee: $465
Click here for brochure
Speaker: Debbie Crawford, gettechnical, Inc.
Please note: If you participate in the in-person or the live stream via Zoom, we will email a certificate to you following the program. Certificates will only be emailed to registered attendees. If you register for the recording, we will not be able to provide a certificate because we will not be able to track attendance.
The IRA Basics seminar is designed for those new to IRAs or a great review for those who have been in the business a while. It addresses the purpose of IRAs, the role IRAs play in a customer’s retirement strategy and all types of IRAs and their eligibility requirements. This great seminar includes 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.
If none of the above apply click here to create an account.
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