IRA 2-Day Seminars 

Provide the Best Guidance To Your Clients With Our In-Depth IRA Training

Winter/Spring 2023 In-Person Seminars

 

Our industry is always changing and your clients rely on you to keep them up-to-date. Our training can save you hours of research and minimize risk of providing outdated information to your clients. Our seminars will provide:

 

  - To include NEW LAW - SECURE 2.0 coverage

  - New IRS Tax-Withholding Rules mandate updated withdrawal forms and notifications to IRA customers

  - Recent IRS regulations on death distribution rules

  - 2023 COLAs that increased all IRA contribution limits

  - Updated death distribution quick reference charts

 

The more you know, the more success you can provide for your clients. Our IRA Training Seminars and Webinars help make you the expert.

 

ONLY $325*
(per person, per day)

 

*PMC Hotline clients receive a 10% DISCOUNT!

 

Proudly endorsed by:
   

Schedule

Day 1

  • IRA Contributions & Deductions
  • IRA Rollovers, Transfers and Conversions
  • Rollovers from WRPs 
  • Correcting Contributions
  • IRA Documents & Compliance

Day 2

  • Lifetime RMDs
  • IRA Distribution Compliance
  • Understand Death Distributions
  • Solving Beneficiary Distribution Issues
  • IRA Update

 

Choose One of Our Convenient Destinations and Register Now!

 

Orlando, FL

February 27 & 28, 2023

Regional IRA Training

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Pittsburgh, PA

March 6 & 7, 2023

Regional IRA Training

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Columbus, OH

March 13 & 14, 2023

Regional IRA Training

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Atlanta, GA

March 20 & 21, 2023

Regional IRA Training

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Cranford, NJ

March 29 & 30, 2023

Regional IRA Training

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Findlay, OH

April 3 & 4, 2023

Regional IRA Training

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PLEASE NOTE: Registration begins at 8:30 a.m. 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. Beverage service will be provided.

Unable to join us at an upcoming in-person event? Consider a 2023 Winter/Spring Pre-recorded Training Webinar event!