This four part series includes the following webinars. Click each link for a complete description of what will be covered in each session. Each Webinar can also be purchased individually.
IRAs Part I: The Basics Simplified - Wednesday, August 28th
The goal of this webinar is to start at the beginning of "What is an IRA?" Who can have an IRA? How much can they contribute? Includes an overview of the plan IRA types.
IRAs Part II: Rollovers vs. Transfers - Wednesday, September 25th
Learn the importance of getting the terminology right!
IRAs Part III: Distributions and Beneficiaries – Tuesday, October 1st
If you are searching for a webinar where you will achieve that higher “comfort level” on these complicated topics, this seminar is “must-attend”.
IRAs Part IV: Auditing and Compliance – Thursday, October 31st
If you don't want your customers to get unnecessary letters and bills the IRS for bank-induced filing errors, this webinar is a true necessity.
Who Should Attend?
Anyone who works with IRAs in any capacity will benefit from this webinar series.
"I have attended many of Patrice's live seminars, she is a great trainer and is so knowledgeable on the IRA products." -- Rhonda Prasifka, Citizens State Bank
Please note: This site employs features that may cause unexpected behavior in older versions of Internet Explorer. If you experience a problem, try refreshing your screen. If this doesn't solve the problem, click on this link.
You may contact us by using the Online Chat button below.