This full-day class 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 calculator
Workshop Schedule:
8:30 a.m. -- Registration
9:00 a.m. -- Workshop Begins
4:30 p.m. -- Workshop Concludes
Workshop Agenda:
REGISTRATION INFORMATION HERE