IRA Upcoming Events

Unlocking the Latest Knowledge is the Key to Success

FALL 2019 Workshops

 

Your customers recognize that your knowledge and guidance is the primary key to 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.

 

Make sure you're not locked out from the advantages and potential setbacks of contributions, distributions, rollovers, conversions, transfers, inherited IRAs, and what proper forms to use in a given situation.

 

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! 

 

Be Prepared to Help Your Customers Unlock Their Financial Success by allowing PMC to make you the expert!

 

ONLY $230 per day/person for prepayment by credit card or check received by September 6, 2019 ($245 per day/person after September 6, 2019)

Itinerary

Day 1: IRA Principles 

  • IRA Contributions & Deductions
  • IRA Portability 
  • Taxation of IRA Distributions 
  • Lifetime RMDs 
  • Death Distributions 

Day 2: IRA Procedures 

  • IRA News 
  • Beneficiary Issues
  • IRA Documentation & Reporting Requirements
  • New: Documentation & Reporting Case Studies

 

Choose One of Our Convenient Destinations and Register Now!

 

Currently there are no IRA Resource events scheduled. Please check back soon.


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.