IRA Essentials Workshop

Tuesday, February 12, 2013

Crowne Plaza Milwaukee West

10499 West Innovation Drive

Wauwatosa

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.

Note: Please bring a hand-held calculator to this session.

See the brochure for more details!

Related Files

Printable Brochure (Adobe PDF File)