IRAs are a cornerstone of retirement planning—but the rules can be complex and ever changing. This interactive workshop breaks down IRA basics in a clear, practical way that helps you apply the rules with confidence. You’ll strengthen your understanding of compliance requirements while gaining hands on insight into real world IRA scenarios.
 
If you work with IRA accounts, this foundational training is a must attend.

This session is ideal for any employee involved in opening or processing IRAs, from beginners to experienced personnel.

• Key IRA rules, including contributions, distributions, and eligibility requirements.
• Common IRA mistakes and how to avoid compliance and operational errors.
• How to confidently answer customer questions using practical, real-world examples.

For registration questions, please contact OnCourse Customer Support,
866-512-9888, support@oncourselearning.com