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2022 IRA School: Basic Issues

In the IRA Basic class on day one of the school, you may be thinking, I don’t even know the old rules to know what the new changes are.  Unfortunately, you will need to know the old and the new rules because most of the IRA rules prior to 1/1/2020 are “grandfathered”.  But don’t worry, you will have the totally updated IRA “Red” Book Training manual with lots of “cheat sheets” to show you the “before” and “after”. 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.

9/29/2022 9:00 AM - 4:00 PM
Central Daylight Time

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