2021 IRA Basics Virtual Seminar Recording

Member: $265
Non-Member: $465

Speaker: Debbie Crawford, gettechnical, Inc.

This recording is from a 1-day instructor led program held on October 20 via Zoom. Recordings are 2 MP4 links. Electronic materials will be sent as well.

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.
10/20/2021 - 4/20/2022

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