Advanced IRA Workshops

March 22 – IRA Advanced – Wausau

8:30am – 4:00pm
Holiday Inn Rothschild
1000 Imperial Ave, Rothschild

March 24 – IRA Advanced – Madison

8:30am – 4:00pm
WBA Office
4721 South Biltmore Lane, Madison

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.

Course Topics:

  • IRA Update
  • Amending IRA Documents
  • Required Minimum Distributions
  • Beneficiary Options
  • Advanced Portability

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.

Registration: The registration fee of $225/session/attendee includes program registration, instruction and materials.

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Mar 22 - 24 2022


8:30 am - 4:00 pm



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