|Event Date||Wed Oct 24 EDT (about 3 years ago)|
Best Western Premier Bridgewood Resort Hotel
1000 Cameron Way, Neenah, WI 54956, US
Advanced IRAs builds on the attendees’ basic IRA knowledge to address some of the more complex IRA issues that their financial organizations may handle. This is an advanced session; previous IRA knowledge is assumed. The instructor uses real-world exercises to help participants apply information to job-related situations.
Who Should Attend:
• A financial professional who recognizes that IRAs play an integral role in retirement planning;
• A compliance specialist with procedural oversight of IRA policies and practices; or
• Support personnel responsible for promotional materials that describe the services provided by your financial organization.