IRAs - Hitting the Bull's-eye
Start: Wednesday, October 9, 2013 @ 8:00 AM (MDT)
CASPER , Wyoming 82601
IRA: Basic and Advanced Issues Do you dread IRA season? Have you ever been asked an IRA question and felt like throwing darts at the dartboard to find your answer ? only to find you keep hitting the wall? Were you told the IRA Specialist position is a promotion??? If the answer to these questions is a resounding ?Yes?, this is the seminar for you. At the first dart throw you will be learning the basic terms and forms used to create IRA plans. The next dart has you picking up knowledge of the IRA plans. Landing the third dart will teach you how to move IRAs from Qualified Plans and IRA to IRA. Finally, as the last dart flies towards the bulls-eye, you will master the complicated areas of IRA Distributions and IRS reporting. If you are looking for a seminar that will answer all your simple and complex questions, this one fits the bill. This in-depth seminar will provide the new IRA banker and supervisor with a complete understanding of all areas of the IRA account, as well as, an IRA review of the regulation changes and clarifications. Each participant will receive the 275-page Sunwest Training IRA Training and Reference Manual. Each day can be attended independently. For the most comprehensive workshop, attending both days is recommended.