What You'll Learn
Who Should Attend
Anyone who has been newly involved with IRAs, or experienced IRA personnel who would like a refresher course on the basic principles of IRAs and the IRA products.

IRAs will never make sense unless you start at the beginning. The first session is designed to help you understand the essential terms, forms, and IRA product differences. The second session is a necessity to keep your members on the right track to avoid IRS penalties.
Anyone who has been newly involved with IRAs, or experienced IRA personnel who would like a refresher course on the basic principles of IRAs and the IRA products.