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.
