Handling IRA Legal Issues
Although financial organization personnel do not give tax advice to clients, IRA administrators still may find themselves fielding legal questions. This webinar covers some of the more common legal issues that may arise with IRAs, such as powers of attorney, guardianships, creditors, beneficiary issues, and divorce.
Details
| Location | Date | Price |
|---|---|---|
| Online | July 17, 2018 | $199 |
Benefits
Professional Development
Advance your career and grow your expertise by maintaining an industry designation and earning continuing education credits.
Convenient
Get retirement, health, and education savings plan training without leaving your office. Our large selection of webinars are available live or for digital download.
Expert Instructors
We have some of the industry’s top ERISA-trained consultants who have specialized in retirement and savings plans for over 35 years.