The GoWest IRA School is a two-day virtual training where you’ll have the opportunity to learn foundational and advanced IRA knowledge.  The virtual training learning model allows participants to remain in their own environment and still engage and learn in a live instructor-led online setting.  You’ll learn the latest IRS guidance on IRAs and compliance rules that will help your IRA program run efficiently with reduced errors.  Choose from both days or just one day, whichever fits your training needs.

Choose from both days or just one day, whichever fits your training needs.

Virtual IRA School Day One — Essentials: Nov. 13, 8 a.m. – 3 p.m. PT (9 a.m. – 4 p.m. MT)
Virtual IRA School Day Two — Advanced: Nov. 14, 8 a.m. – 3 p.m. PT (9 a.m. – 4 p.m. MT)
(Each day, you’ll have a 45-minute lunch break with various breaks throughout the day.)

Who Should Attend?

You should attend the Essentials seminar if you are;

• seeking to learn the basics of Traditional and Roth IRAs or would like a general refresher on IRA rules.

You should attend the Advanced seminar if you are;

• an IRA administrator, personal banker, or member services personnel who has a working knowledge of basic IRA operations and wishes to expand your expertise and provide enhanced member service;
• a financial professional who recognizes that IRAs play an integral role in retirement planning;
• a compliance specialist with procedural oversight of IRA policies and practices; or
• support personnel responsible for promotional materials that describe the services provided by your financial organization.