IRA Training

The only sure thing about about IRA rules ... is change.

Whether you are new to IRAs or are looking to take your skills to the next level, we have a session to meet your needs.  

Register for one or all days!


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 >>


February 13th: IRA Frontline Fundamentals 9:00 a.m. - 12:00 p.m.
Educational Investment: Half Day $125

IRA Frontline Fundamentals is a half-day workshop that gives attendees a basic foundation of IRA knowledge. Exercises are included to help particpants apply information to job-related situations. Attendees will leave this session able to confidently process basic IRA transactions. This is a beginner’s session; no previous IRA knowledge is assumed.

Course Topics May Include >>


February 13th: HSA Frontline Fundamentals 1:00 p.m. - 4:00 p.m.
Educational Investment: Half Day $125

HSA Frontline Fundamentals is a half-day workshop that gives attendees a basic foundation of HSA knowledge. Exercises are included to help participants apply information to real-world scenarios. Attendees will leave this session able to confidently process basic HSA transactions. This is a beginner’s session; no previous HSA knowledge is assumed.

Course Topics May Include >>


Registration Information

REGISTER HERE

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].