Whether you are looking to gain basic knowledge, raise your comfort level or sharpen your IRA skills with the most up-to-date rules and regulations, this intensive, two-day seminar covers everything! The newly revised full 275-page IRA Manual will be provided whether you attend IRA Basics, IRA Advanced or both days.
Day 1 covers: the Top 20 Basic Terms of IRAs, the most commonly used forms to create and complete IRA transactions, and IRA plan types (Traditional, Roth and SEP). For a detailed program description and a list of nearby hotels, view the brochure below.
Registering Someone Else: Click Register a Coworker and select their name from the drop-down list. To add a new contact, please complete the entire form.
Multi-Registrant Discount: Please complete checkout for the first registrant, then wait 10 minutes before entering additional registrants to receive the discount.
Questions? Email [email protected] or call (512) 472-8388.