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2022 IRA School: Advanced Issues

On the more advanced day two of the school, we will summarize the changes and then actually get into the nitty gritty of new distribution regulations to owners and beneficiaries - what stays the same and what changes?  How do we disclose all these changes to our customers? The goal of the IRA School is to raise your comfort level if you are a rookie and to reinforce your knowledge if you have a higher level of experience. This intensive two-day format will help you pull it all together! You will receive your favorite "tool" - the 275-page Sunwest Training Corp's IRA Training and Reference Manual - which is not only full of easy-to-follow IRA information, but also lots of "Cheat Sheets" and "Quick Reference Tools" to get you through your day-to-day tasks of dealing with your IRA customers. Whether you are looking to gain basic knowledge of IRAs, raise your comfort level or sharpen your skills with the most up-to-date rules and regulations, this school will cover everything!

Click here to download the brochure.

Visit the 2022 IRA School webpage.

9/30/2022 9:00 AM - 4:00 PM
Central Daylight Time

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