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Upcoming League Events

 

IRAs Essentials Workshop - Day 1

 

Tuesday, February 18, 2014

Kalahari Resort & Convention Center
1305 Kalahari Drive, Wisconsin Dells

 

About the Program

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. Those attending should bring a hand-held calculator.

 

Agenda includes:

  • Introduction to IRAs
  • Establishing an IRA
  • Funding
  • IRA Distributions
  • Portability
  • Reporting

 

Who Should Attend: IRA Specialists, Member Service Reps, and anyone needing a refresher on IRA basics



Related Files
Printable Brochure (Adobe PDF File)

Related Links
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