IRA Upcoming Events

Leap Effortlessly Over Anything Getting in Your Way 

Winter/Spring 2020 Workshops

 

**Note: Workshops to include SECURE ACT changes to IRA Contributions, IRA Distributions, Lifetime RMD Rules, IRA Death Distribution Rules!

 

Your customers rely on your knowledge and guidance to help them navigate toward their financial success.  That's why you need to be ready with up-to-the-second information and able to apply it to your customers' individual needs at an expert level.

 

Avoid stumbling blocks when your customers ask about the advantages and potential setbacks of contributions, distributions, rollovers, conversions, transfers, inherited IRAs.

 

Whether you're new in the industry or a seasoned professional, we guarantee our 1-day or 2-day workshops will build the confidence and ability you need to provide the best service and expertise to your customers and prospects too! 

 

Eliminate Obstacles Standing in the Way of You and Your Customer's Success by allowing PMC to make you the expert!

 

ONLY $245 per day/person 

Itinerary

Day 1: IRA Contributions 

  • IRA Contributions & Deductions
  • IRA Rollovers, Transfers and Conversions 
  • Rollovers Bewteen IRAs and WRPs 
  • Correcting Contributions 
  • Bonus: HSA Contributions 

Day 2: IRA Distributions  

  • New Lifetime RMD and Death RMD Rules for 2020 and 2021 Will Be Included...  
  • Taxation of IRA Distributions
  • Lifetime Required Minimum Distribution Rules 
  • IRA Death Distribution Rules 
  • IRA Update
  • Bonus: HSA Distributions

 

Choose One of Our Convenient Destinations and Register Now!

 

Orlando, FL

February 24 and 25, 2020

Regional IRA Training

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Atlantic City, NJ

February 26 and 27, 2020

Regional IRA Training

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Columbus, OH

March 2 and 3, 2020

Regional IRA Training

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Hanover, MD

March 4 and 5, 2020

Regional IRA Training

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Newark, DE

March 9 and 10, 2020

Regional IRA Training

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Cranford, NJ

March 11 and 12, 2020

Regional IRA Training

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Cincinnati, OH

March 16 and 17 , 2020

Regional IRA Training

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King of Prussia, PA

March 18 and 19, 2020

Regional IRA Training

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Atlanta, GA

March 23 and 24, 2020

Regional IRA Training

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St. Louis, MO

March 25 and 26, 2020

Regional IRA Training

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Findlay, OH

March 30 and 31, 2020

Regional IRA Training

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Ann Arbor, MI

April 1 and 2, 2020

Regional IRA Training

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Pittsburgh, PA

April 6 and 7, 2020

Regional IRA Training

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PLEASE NOTE: Registration begins at 8:30 a.m. Complimentary continental breakfast is provided. Seminars begin at 9 a.m. and run until 4 p.m. Sessions recess for lunch (on your own) at noon and resume at 1 p.m. There will be morning and afternoon breaks. Refreshments will be provided.