Winter/Spring 2024 2-Day IRA Seminars 

Provide the Best Knowledge to Your Clients With Our Necessary In-Depth IRA Training

Winter/Spring 2024 In-Person Seminars

 

Administering IRAs is complex. Our specialized training and education are a must whether you are just starting out or looking to expand your knowledge.

 

Our seminars will cover:

 

  • Comprehensive review of all the need-to-know IRA rules applicable to new-hires and experienced staff
  • SECURE Act, SECURE 2.0 Act and IRS regulations affect lifetime distributions and death distribution rules
  • 2024 COLAs that increased all IRA contribution limits
  • Case studies of common real-life IRA situations

 

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 and Deductions
  • IRA Rollovers, Transfers and Conversions
  • IRA Distribution Compliance, Corrections and Recharacterizations
  • IRA Documents and Compliance

Day 2

  • IRA Update
  • Lifetime Required Minimum Distributions
  • Understanding Death Distributions
  • Solving Beneficiary Distribution Issues
  • Case Studies

 

Choose One of Our Convenient Destinations and Register Now!

 

Exton, PA | February 26 & 27, 2024

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Hanover, MD | March 4 & 5, 2024

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Pittsburgh, PA | March 11 & 12, 2024

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Cranford, NJ | March 20 & 21, 2024

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Columbus, OH | March 25 & 26, 2024

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Findlay, OH | April 8 & 9, 2024

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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 2024 Winter/Spring Pre-recorded Training Webinar event!