Whether you're just getting started in IRAs or you're an expert looking to expand your expertise, WBA has an IRA-focused workshop for you!

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. Attendees should bring a hand-held calculator. 

October 15 | Eau Claire
October 17 | Madison
October 23 | Neenah

Advanced IRAs builds on the attendees’ basic IRA knowledge to address some of the more complex IRA issues that 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.

October 16 | Eau Claire
October 18 | Madison
October 24 | Neenah

Click the links above to read more and register online for the date and location of the workshop that best fits your needs. We'll see you there!