Advanced IRA Workshop

$245 Tuesday, March 30, 2021 8:30 AM Register

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.

Who Should Attend:

  • a financial professional who recognizes that IRAs play an integral role in retirement planning;
  • a compliance specialist with procedural oversight of IRA policies and practices; or
  • support personnel responsible for promotional materials that describe the services provided by your financial organization.

The registration fee of $245/attendee includes program registration, instruction and printed & mailed materials.

Refund Policy: A refund, less a $25 administrative fee, is available for cancellations received in writing to WBA Education on or before March 22, 2021 for printing and mailing purposes.

$245 Tuesday, March 30, 2021 8:30 AM Register