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View More Michigan Bankers Association Webcasts and Conferences

IRA Essentials

Michigan Bankers Association

Feb. 8, 2019
9:00 a.m. - 4:00 p.m.
Michigan

Highly skilled Ascensus trainers, in partnership with Michigan Bankers Association, present an IRA workshop in Lansing, MI, covering essential IRA topics.

IRA Essentials give attendees a solid foundation of IRA knowledge. Exercise are included throughout the day to help participants apply information to job-related situations. Attendees will leave this session able to work with IRA owners and process basic IRA transactions with confidence.

This is a beginners's session; no previous IRA knowledge is assumed. Attendees should bring a hand-held calculator.

Course topics include:

  • Introduction and establishing IRAs
  • IRA funding
  • IRA distribution
  • IRA portability

Attend this seminar if you:

  • Need to learn the basics of Traditional and ROTH IRAs
  • Want an updated, general refresher on IRA rules

Location:
Marquette, MI

Continue by clicking on the following link:
https://bit.ly/2GYURHb

 
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