WBA IRA Workshops
IRA Essentials Workshop will be held November 1, 2023 from 8:30 A.M. to 4:30 P.M.
Advanced IRA Workshop will be held the following day on November 2 from 8:30 to 4:30 P.M.
Both workshops will be held at the WBA Office in Madison
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.