Virtual IRA School: Essentials & Advanced
Learn foundational & advanced IRA knowledge
Nov. 15-16 | Virtual
Early pricing starts at $239 for Reg. CU’s & $120 for Small CU’s. See Fees for details.
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.
Virtual IRA School Day One — Essentials: Nov. 15, 8 a.m. – 3 p.m. PT (9 a.m. – 4 p.m. MT)
Virtual IRA School Day Two — Advanced: Nov. 16, 8 a.m. – 3 p.m. PT (9 a.m. – 4 p.m. MT)
Who Should Attend?
You should attend this seminar if you are;
- An IRA administrator 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.