Madison – WBA Office
October 21 – IRA Essentials
October 22 – IRA Advanced
Eau Claire – Florian Gardens
October 26 – IRA Essentials
October 27 – IRA Advanced
Neenah – Best Western Neenah
October 28 – IRA Essentials
October 29 – IRA Advanced
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.
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.
Refund Policy: A refund, less a $25 administrative fee, is available for cancellations received in writing to WBA Education on or before 3 days prior to the event start date.