Ascensus --IRA Training: "IRA Essentials" (Nov 14th)
Wednesday, November 14, 2012 8:30 AM

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:

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

 

REGISTRATION INFORMATION HERE

Events Calendar

Go to:

June 2013
SMTWTFS
1
2345678
9101112131415
16171819202122
23242526272829
30
< May Jul >