Traditional & Roth IRAs Part A: Eligibility, Contributions, Rollovers & Transfers 2023 | Financial Education and Development | 18 September 2023 | Virtual Event
Venue
Virtual Event
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| Event Date |
Tue Sep 19 BST (about 1 year ago)
In your timezone (EST): Mon Sep 18 7:00pm - Mon Sep 18 7:00pm |
| Location | Virtual Event |
| Region | All |
Details
Join us to explore IRA plan eligibility, contribution, rollover, and transfer rules, and learn how they impact IRA owners as well as financial organizations.
Why you should attend:
• Compliance
• Lending
• Current Regulations and Interpretive Rulings
• Security and Fraud
• Operations
• Frontline and New Accounts
• Collections
• Marketing
• Human Resources
• Directors and Senior Management
• IRA and HSA
• Auditing and Accounting
• Information Technology
• Hot Industry Topics
Speakers
2023 Speakers
PRESENTER:
Frank LaLoggia
LPL Registered Representative, Frank LaLoggia