This informative session has something for everyone. Whether you are relatively new to the IRA world or a seasoned veteran, this webinar will provide timely, valuable information regarding IRA plan establishment and eligibility requirements. It will explore financial institutions’ responsibilities versus those of IRA holders. Join this lively program that will also include a review of current Traditional and Roth IRA contribution limits and important deadlines.
Attendance verification for CE credits provided upon request.
Who Should Attend?
This session will benefit staff who have direct customer contact, IRA operations or compliance responsibilities, or insurance or securities licenses. It will also provide managers and supervisors with a solid understanding and appreciation of the rules and the responsibilities that come with establishing and amending IRA plans and accepting IRA contributions.
If you are having issues with registering online, please contact CBAO's Education & Training Coordinator, Lianne Simeone, (614) 610-1877.