IRAs: Essentials and Advanced Workshop
Educational Investment
Full Event Registration $588.00
Day 1 Only – IRA Essentials $294.00
Day 2 Only – IRA Advanced $294.00
Register by 1 p.m. February 10, 2025
Day One: IRA Essentials
February 11, 2025 | 9:00 am – 4:30 pm (ET)
IRA Essentials gives attendees a solid foundation of IRA knowledge. Exercises are included throughout the day to help participants apply information to job-related situations. Attendees will leave this session able to work with IRA owners and process basic IRA transactions with confidence. This is a beginner’s session; no previous IRA knowledge is assumed. Attendees should bring a hand-held calculator.
Course Topics
- Introduction and Establishing IRAs
- IRA Funding
- IRA Distributions
- IRA Portability
Who Should Attend?
IRA Essentials is ideal for those who need to learn the basics of Traditional and Roth IRAs or want an updated, general refresher on IRA rules.
Day Two: IRA Advanced
February 12, 2025 | 9:00 am – 4:30 pm (ET)
Advanced IRAs builds on the attendees’ basic IRA knowledge to address some of the more complex IRA issues that their financial organizations may handle. This is an advanced session; previous IRA knowledge is assumed. The instructor uses real-world exercises to help participants apply information to job-related situations.
Course Topics
- IRA Legal Issues
- IRA Excess Contribution
- Required Minimum Distributions
- Beneficiary Options
- IRA Withholding Requirements and the New IRA Withholding Forms
Who Should Attend?
Those who are an IRA administrator, personal banker or member services personnel who have a working knowledge of basic IRA operations and wish to expand their expertise and provide enhanced customer service should register for this session. The training is ideal for financial professionals who recognize that IRAs play an integral role in retirement planning, compliance specialists with procedural oversight of IRA policies and practices, or support personnel responsible for promotional materials that describe the services provided by a financial organization.
Register Here: https://na.eventscloud.com/828104