IRA Workshops: Essentials and Advanced
The WBA IRA Essentials Workshop will start at 8:30 a.m. on Tuesday, September 27 and adjourn the same day at 4 p.m.
The WBA Advanced IRA Workshop will start at 8:30 a.m. on Wednesday, September 28 and adjourn the same day at 4 p.m.
NEW VIRTUAL OPTION: You may choose to attend the school via livestream using Zoom. You’ll select your registration choice during registration.
*We encourage attendees to consider attending in-person for the greatest experience and most efficient networking with peers. However, the virtual option is available for those who may not be feeling well and wish to watch the sessions from their office.*
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.
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.
PLEASE NOTE: We will be offering another Advanced IRA Workshop on March 7, 2023, should you want to spread out the days you wish to attend.
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/session/attendee includes program registration, instruction and materials.