In the ever-changing world of IRAs, it is always important to keep up with the latest IRS updates to the rules and regulations. Not to mention, you never know what Congress may slip in at the end of the year to turn the financial world upside down.
All Member Services Reps, Operations personnel, Call Center staff, retail, trust and investment advisors who wish to make sure they are giving their members/clients the most up-to-date information.
Continuing Education Credit Information
Recommended for 2 CEU Credit Hours. After attending this webinar, each attendee can receive a Certificate of Attendance for self-reporting of CEU Credits.