IRA Essentials and Beyond: 2-Day Streaming

Whether you attend day 1, day 2, or both days, you will gain a sense of confidence when it comes to understanding and processing IRA transactions. If you attend either day, you will be provided an electronic copy of the full “IRA Training and Reference Manual” (aka the “Red Book”), which will be referenced throughout the class.

We highly recommend you have this available during the training session to follow along and find the information as needed after the class. There are plenty of cheat-sheets (or quick reference charts) contained in the book to use as aids. This same book will be used for both days.