Dates of Event & Pricing

$249 for Webinar and Playback*

*Playback has no expiration.

  • Wednesday, August 12, 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

To avoid IRS penalties, financial organizations must use the correct Individual Retirement Account (IRA) opening documents and those documents must be current. They also must be aware of any changes to the rules and regulations contained in these documents.

This retirement webinar provides information on how to properly establish Traditional and Roth IRAs, as well as how to amend IRAs to ensure that they are kept up to date.

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

1.0 CPE Credits