IRA 2-Day Seminars 

Back in Person!

The Best IRA Training Value in America.

Fall 2022 Seminars

 

Whether you work on the front line of IRA sales and administration, or you are a specialist whose skills are keenly relied upon, these seminars will provide:

 

  • Deeper Understanding of IRAs and the New RMD Regulations
  • New Skills You Can Use Immediately
  • Industry Insights and Expertise
  • The Confidence You Must Have to Stay Competitive and in Compliance
  • FREE Seminar Outline for Each Day Attended

 

Dramatic Changes to IRA Regulations Make Attending Our Seminars a No-Brainer


 

ONLY $325*
(per person, per day)

 

*PMC Hotline clients receive a 10% DISCOUNT!

 

Schedule

Day 1

  • IRA Contributions & Deductions
  • IRA Rollovers, Transfers and Conversions 
  • IRA Distribution Compliance
  • Lifetime RMDs (with examples - Calc. RMD Amounts)
  • Understanding Death Distributions 

Day 2

  • IRA Update
  • Solving Beneficiary Distribution Issues
  • Knowing IRA Reporting Requirements
  • Case Studies (Reporting, Calc. RMD, Death Distributions)

 

Proudly endorsed by:

Choose One of Our Convenient Destinations and Register Now!

 

Altoona, PA

September 26 & 27, 2022

Regional IRA Training

View Details

Pittsburgh, PA

September 28 & 29, 2022

Regional IRA Training

View Details

Hanover, MD

October 3 & 4, 2022

Regional IRA Training

View Details

Cincinnati, OH

October 17 & 18, 2022

Regional IRA Training

View Details

Columbus, OH

October 24 & 25, 2022

Regional IRA Training

View Details

King of Prussia, PA

November 7 & 8, 2022

Regional IRA Training

View Details



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? See the dates and topics of our Fall Webinar Events!