Calendar of Events
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IRA Basics
1-Day Virtual Class | October 4, 2023 | 9:00am - 3:00pm CENTRAL Time The IRA Basics seminar is designed for those new to IRAs or a great review for those who have been in the business for a while. It addresses the purpose of IRAs, the role IRAs play in a customer’s retirement strategy and…
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IRA Advanced
1-Day Virtual Class | October 5, 2023 | 9:00am - 3:00pm CENTRAL Time The IRA Advanced class is designed for those who need information on what is new and changed in IRAs. We also include a review of products and compliance issues. While not designed for those who are new to IRAs, it does include…
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Opening Business Accounts
1-Day Virtual Class | October 11, 2023 | 9:00am - 3:00pm CENTRAL Time Alert! Update on Beneficial Ownership will be included! There are many types of business accounts with many different ways to do business at banking today. It can be challenging to determine who is authorized to open, close and transact business when dealing…