Opening and Maintaining IRAs

To avoid IRS penalties, financial organizations must use the correct IRA opening documents and those documents must be current. They also must be aware of any changes to the rules and regulations contained in these documents. This webinar provides information on how to properly establish Traditional and Roth IRAs, as well as how to amend IRAs to ensure that they are kept up to date.

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Details

Location Date Price
Online February 13, 2020 $199
Online November 3, 2020 $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.