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 | IRAs -- The Basics
Presented by: Patrice Konarik
 
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 | IRA Advanced - Technical Clarifications
Presented by: Patrice Konarik
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 | Traditional IRAs: Distributions to Participants and Beneficiaries
Presented by: Laura Wilson
IRA products can be confusing. Laura Wilson can explain them in working terms so you and your staff
will understand the rules pertaining to the distribution of these deposited funds to both the participants and the beneficiaries. Who is eligible to collect funds and when? Get your answers here.
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 | Opening Traditional IRAs: Accepting Contributions, Rollovers and Transfers
Presented by: Laura Wilson
This 2 hour format allows time to cover the basics of opening and funding Traditional
IRAs without becoming overwhelming to the IRA novice. If you have never attended an IRA seminar, this is the place to start. If you have general knowledge of IRAs, but need a shot of confidence before IRA season cranks up, this program is for you.
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 | Roth IRAs: Soup to Nuts
Presented by: Laura Wilson
This 2 hour format allows time to cover the basics of opening and funding Traditional
IRAs without becoming overwhelming to the IRA novice. If you have never attended an IRA seminar, this is the place to start. If you have general knowledge of IRAs, but need a shot of confidence before IRA season cranks up, this program is for you.
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