Dates of Event & Pricing

$295 for Webinar and Playback*

*Playback has no expiration.

  • Wednesday, November 4, 2020

  • 2:00 – 3:30 pm (Eastern Time)

  • 1:00 – 2:30 pm (Central Time)

  • 12:00 – 1:30 pm (Mountain Time)

  • 11:00 – 12:30 pm (Pacific Time)

Curriculum

Although financial organization personnel do not give tax advice to clients, Individual Retirement Account (IRA) administrators still may find themselves fielding legal questions. Generally there is no IRS guidance on how to handle IRA legal issues. 

This retirement webinar from Ascensus, the LEADER in retirement training for financial services professionals, covers some of the more common legal issues that may arise with IRAs, such as powers of attorney, guardianships, creditors, beneficiary issues, and divorce, as well as how to handle these types of transactions to help mitigate risk for your organization.

Instructor

  • Ascensus Leaders in Retirement Training

    Ascensus Leaders in Retirement Training


    Ascensus helps more than 8 million Americans save for retirement, college, and healthcare with premier service and technology. With more than 35 years of experience, the firm offers tailored solutions that meet the needs of asset managers, banks, credit unions, state governments, financial professionals, employers, and individuals.

Credits

1.5 CPE Credits