Course Options ($299 per day):
Day 1: IRA Essentials (Wednesday, April 8 | 8:00 a.m. – 3:30 p.m. CT)
Ascensus 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 confidently. This is a beginner’s session; no previous IRA knowledge is assumed.
Day 2: Advanced IRAs (Thursday, April 9 | 8:00 a.m. – 3:30 p.m. CT)
Ready for the next level? Advanced IRAs build on the attendees’ basic IRA knowledge to address 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.
WHEN, WHERE, & HOW :