Provide the Best Guidance To Your Clients With Our In-Depth IRA Training
Fall 2023 In-Person Seminars
Your clients rely on you to keep them up-to-date on law changes. Our training can save you hours of research and minimize risk of providing incorrect information to your clients.
Our seminars will cover:
- SECURE 2.0 Act changes for 2023 and 2024 including increase to the age lifetime RMDs begin and new exceptions to the 10% earl distribution penalty.
- New IRS Notice waives penalty for certain missed 2023 Death RMDs
- Recent IRS regulations on death distribution rules
- Updated death distribution quick reference charts
The importance of new hires, as well as experienced professionals, knowing IRA rules and regulations is crucial. 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:
Day 1
- IRA Contributions & Deductions
- Rollovers, Transfers and Conversions
- IRA Distribution Complaince
- Lifetime RMDs
- Rollovers from WRPs
- Understand Death Distributions
Day 2
- IRA Updates
- Solving Beneficiary Distribution Issues
- Knowing IRA Reporting Requirements
- Case Studies
Choose One of Our Convenient Destinations and Register Now!
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 Fall Pre-recorded Training Webinar event!