BUILD YOUR KNOWLEDGE – IRA Training Organizer Bundle $349 ($444 value) – 12th Edition


Updated for the SECURE Act (Available April 2020)

Bundle includes:

  • 1 – IRA Training Organizer
  • 5 – IRA Training Organizer Student Guidebooks
  • 1 – The Road to Retirement Game

Item Descriptions

Train like the experts with the IRA Training Organizer™. This toolkit includes everything you need to deliver customized, basic IRA training. You’ll get instructions, training tips, activities, tests, a PowerPoint® presentation, and more. Each IRA Training Organizer includes (1) Trainer Guide, (1) Trainer CD, (1) Presentation Notes, and (1) Student Guide.


Updated annually, the Student Guide contains all the basic information from the Trainer Guide with space for notes.

Purchase additional student guides at the regular price here.






Make IRA training interactive and fun with The Road to Retirement. This board game pairs great with the IRA Training Organizer™ or your own internal training. Up to five players (or teams) travel around the board by reviewing and applying basic IRA rules. Each game includes a game board, playing pieces, and a CD containing a Game Guide with instructions, tips, and activity answers.

Purchase additional The Road to Retirement games at the regular price here.


Product Pricing