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Bonus Features
- "Hands-on" experiences with forms / software
- Interaction with other attendees
- Question-and-answer sessions
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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 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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