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IRA Academy 2019

The Entrust Group

Oct. 21, 2019 - Oct. 25, 2019

Complimentary breakfast and lunch will be provided every day and attendees will have periods throughout the day to network with other financial professionals at the event.

IRA Academy is a week-long professional training course on Individual Retirement Accounts (IRAs) and employer-sponsored plans such as SEP and SIMPLE plans. It will be held from October 21st-25th, 2019 at the Barrett Training Center in Nashville, TN. Attendees will experience in-depth educational classes with the most up-to-date learning materials in an ideal environment.

The course has been approved by the American Bankers Association (ABA) to prepare candidates for the Certified IRA Services Professional (CISP) exam, which will be proctored on-site on Friday, October 25th, the last day of the event. All attendees will receive a certificate of completion.

Some of the topics we'll cover:

  • Introduction to IRAs
  • IRA Establishment & Amendments
  • IRA Contributions & Distributions
  • Recharacterizations
  • IRA Investments & Fees
  • Rules & Prohibited Transactions
  • Transfers & Rollovers
  • Reporting Requirements
  • Legal Concepts
  • SEP & SIMPLE Plan
  • And more

Instructor: John Paul Ruiz, QKA and CISP, Director of Professional Development, The Entrust Group

Tennessee Bankers Association
Barrett Training Center
Nashville, TN

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