IRA Advanced - 2017
Presented by
Patrice Konarik
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2.0 hours
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ICB Credit: 2.5 CRCM
Incorrect information is provided to IRA accountholders too often due to “knowledge” gained from unreliable sources on the internet. While most employees are not licensed to give “advice” to IRA accountholders, it is permissible to give customers information – as long as it’s correct. Correct information becomes critical when you’re talking about moving money between IRA accounts, which if done incorrectly can result in huge tax consequences to your IRA accountholders.
In this two-hour Webinar you will learn and understand the following concepts:
Who Should Attend:
New Account Personnel (may require some IRA experience) Customer Service, Call Center personnel for Customers and Branch Personnel, Auditors, Compliance, Beginners and Experienced Personnel who want to better understand the more complicated areas of IRAs
Patrice Konarik
IRA Advanced
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Slides
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