IRA/HSA Training

The best way to show your commitment and success in an ever-changing retirement savings plan industry is to continue learning. 

Look to your League as your resource for IRA education.  Whether you are interested in learning the basics or want to explore more advanced topics, our training covers all aspects of IRA plans.

REGISTER FOR THE SESSION THAT MEETS YOUR TRAINING NEEDS. 


February 11th: IRA Essentials
Educational Investment: Full Day $249

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.

Course Topics May Include >>


February 12th: Advanced IRAs
Educational Investment: Full Day $249

Advanced IRAs builds on the attendees’ basic knowledge to address more complex IRA issues 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 May Include >>


Registration Information

REGISTER HERE

SCHOLARSHIPS ARE AVAILABLE.

Attire:
Business casual. No jeans, shorts or tennis shoes. Remember to bring a sweater or jacket as comfort levels vary.

Cancellation Policy:
Refunds will be issued until seven days prior to the event date less $50 administration fee per person. Substitutions are accepted at any time. All cancellations or substitutions must be submitted in writing.

Contact Information:
For more information, please contact Eileen Burden at (502) 855-8201 or email [email protected].