WEBINAR - IRA Frontline Fundamentals - Part 2
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| Date |
Start |
End |
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Event Registration |
| 10 Mar 2010 |
12:30 PM |
2:00 PM |
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IRA Frontline Fundamentals - A 2-Part Webinar
March 3 & 10, 2010 - 12:30 p.m. to 2:00 p.m.
Click here for more information and/or to register online.
This two-part program is perfect for IRA professionals who assist clients on a variety of financial matters. Even if your financial organization has a staff of IRA experts, this course will give your frontline staff a basic understanding of IRAs to improve their client service and is an excellent training tool for branch personnel. It teaches attendees how to create new business opportunities by sharing IRA-related information during their daily client interactions.
Part 1 focuses on accumulating retirement savings. Instrutors explain:
- Traditional and Roth IRA contribution rules
- IRA establishment
Part 2 looks at preserving and distributing IRA assets. Topics pertain to:
- Retirement plan portability
- Required distributions.
Target Audience: Individuals involved with IRAs in your bank
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