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.