IRA Training Workshops
October 7 & 8, 2014
 Credit Union Center 
Marlborough, MA

IRA Essentials gives attendees a solid foundation of IRA knowledge. Exercises are included throughout the day to help participants apply information to job-related situations. Attendees will leave this session able to work with IRA owners and process basic IRA transactions with confidence. This is a beginner’s session; no previous IRA knowledge is assumed. Those attending should bring a hand-held calculator.

Advanced IRAs builds on the attendees’ knowledge of IRA basics to address some of the more complex IRA issues their financial organizations may handle. This is an advanced session; previous IRA knowledge is assumed. The instructor uses real-world exercises to help participants apply information to job-related situations.

 
The investment for these full day programs includes
program materials, continental breakfast, lunch,
breaks and networking opportunities.
Registration Fee: Day 1 or Day 2 is $225.00 per person
Registration Fee: Attend Both Days (same person) is $350.00