WBA IRA Essentials Workshop
IRA Essentials Workshop will be held September 17, 2024 from 8:30 A.M. to 4:30 P.M.
Advanced IRA Workshop will be held the following day on September 18, 2024 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 this workshop via livestream. You will select your registration choice during registration. *We encourage attendees to consider attending in-person for the greatest experience and most effective networking with peers. However, the virtual option is available for those who are unable to travel for the day or prefer the 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.
