IRA Academy of Knowledge is a two-day conference made up of IRA Essentials and Advanced IRAs. This session gives attendees a solid foundation of both basic and advanced 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 IRA transactions with confidence.

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Audience

You should attend this seminar if you are

  • Retirement Plan Product Managers
  • Relationship Managers
  • Operations and Compliance Managers and Staff
  • Personal Bankers
  • IRA Administrators
  • Call Center Managers and Support Staff
  • Retirement Plan Client Services Managers and Staff Members
  • Individuals with retirement industry designations