Special In-House Seminars

Special In-House Seminars

Let CWF show you how you can expand your IRAs, be more informed, be in compliance, and save money!

If there is not a conveniet seminar location near you, or if your institution would like to train a number of employees at your site, we conduct many special private seminars across the country.

You Pick the Agenda

Schedule dates and times at your convenience
Train your entire staff, not a select few
Maximize cost by having all of your people attend versus just your IRA representative attending outside seminars
Compare our cost to our competitors
Excellent seminar material
Take a technical topic and make it easier to understand
Knowledgeable Speakers

Topics

Traditional IRA
Roth IRA
SEP IRA
SIMPLE-IRA
Qualified Plans/One-Person 401(k)s
Coverdell Education Savings Accounts
Health Savings Accounts

Questions to ask your financial institution: (Let us help you with the answers!)

Is your entire staff aware of all the changes in retirement plans?
Did you know contribution amounts and limits change each year?
Most financial institutions are reporting certain transactions incorrectly, are you?
Do you know why the Roth is such a great retirement plan?
Are your files in compliance?

Would you make it through an IRS audit?

Call our sales department for a quote at 1-800-346-3961.