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IRA Training

In partnership with the TRGRoup, we are offering IRA Essentials and Advanced training on February 13 and 14 from 9:30 a.m. to 4:30 p.m. ET.

February 13th: IRA Essentials
Educational Investment: Full Day $299/person per session
VIRTUAL LEARNING OPPORTUNITY

9:00 a.m. – 4:30 p.m. (Break 12:00 p.m. – 1:00 p.m.)

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.

February 14th: Advanced IRAs
Educational Investment: Full Day $299/person per session
VIRTUAL LEARNING OPPORTUNITY

9:00 a.m. – 4:30 p.m. (Break 12:00 p.m. – 1:00 p.m.)

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.

Date

Feb 13 - 14 2024
Expired!

Time

9:30 am - 4:30 pm

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