IRA Rollovers and Transfers (Webinar)

Member Fee:  $165 per connection 
Non-Member Fee:  $265 per connection

Speaker: Debbie Crawford, gettechnical, Inc. 

Click here for brochure

This IRA webinar is designed for those who work with customers to move IRA funds. It is designed for new account specialists and IRA administrators to help your financial institution “get it right” when a customer is moving money to your institution. This detailed webinar will take each type of movement and walk you right through how it should be done.
When
4/8/2019 3:30 PM - 5:00 PM

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