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.

Register

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.