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IRA Essentials Seminar

IRA Essentials Seminar
IRA Essentials gives attendees a solid foundation of IRA knowledge. Real case problems and examples are included throughout the day to help participants apply information to job-related situations. Attendees will leave this session able to work with IRA holders and process basic IRA transactions with confidence. The course is for people who are in a back-up position or an IRA support person wanting to stay current. This is also a great review course for those that have been away from IRAs for a couple of years. This course goes in a logical order from opening an IRA, to talking about contribution rules, then on to distribution rules and regulations, which includes RMDs and death distributions, plus the course will address moving money as a transfer or rollover.
When
12/13/2018 8:00 AM - 3:30 PM
Where
Holiday Inn North 2720 North Glendstone Springfield, MO

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