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IRA Schools

Improve your knowledge of Individual Retirement Accounts with IRA Schools Basic and advanced sessions teach procedures for the traditional IRA, Roth IRA and CESA. Providing the most up-to-date, comprehensive training you and your staff can receive. Because the subject matter concerning IRAs has been greatly expanded with the new law changes to the traditional IRA and the creation of the Roth and CESA, it is difficult to provide a comprehensive seminar in just one day. This is why CWF has implemeted our 3-day IRA Schools. In this way we feel that we can provide you with much more of the information your personnel need. New personnel with almost no IRA procedure knowledge will obviously be better equipped to handle their job (and your customers' questions) after attending our three-day School as opposed to one-day seminar. Our Schools are offered in-house at CWF's office in Brainerd, MN, in Des Moines, IA, and in conjunction with several Banking Associations at various sites across the country. These 3-day schools have been developed to give you a positive learning experience that will increase your understanding if IRAs. We will cover all areas - established rules, new rules, changed rules, and reporting and compliance procedures - in our basic and advanced seminars.



IRA Schools 
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Improve your knowledge of Individual Retirement Accounts with IRA Schools

Basic and advanced sessions teach procedures for the traditional IRA, Roth IRA and Coverdell Education Savings Account. Providing the most up-to-date, comprehensive training you and your staff can receive.



Because the subject matter concerning IRAs has been greatly expanded with the law changes to the traditional IRA and the creation of the Roth and CESA, it is difficult to provide a comprehensive seminar in just one day. This is why CWF has implemented our 3-day IRA Schools. In this way, we feel that we can provide you with more of the information your personnel need. After attending our 3-day school, even your new personnel will be better equipped to handle their job and your customer’s questions. Our Schools are offered in-house at CWF’s office in Brainerd, MN and in a variety of states.

These 3-day schools have been developed to give you a positive learning experience that will increase your understanding of the various tax-preferred accounts. We will cover all areas – established rules, new rules, changed rules, and reporting and compliance procedures.

BONUS FEATURES

“Hands-on” experiences with forms/software

Interaction with other attendees

Question-and-answer sessions

 

SEMINAR COST

3-Day School fee – $575 Includes:

3-Day tuition

Textbook

Handouts

Breaks

Lunches

 

Look on our website for updated seminar schedules
at www.pension-specialists.com


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