Virtual IRA School Day One — Essentials: Nov. 13, 8 a.m. – 3 p.m. PT (9 a.m. – 4 p.m. MT)

IRA Essentials gives attendees a solid foundation of IRA knowledge. Exercises are included throughout the day to help participants apply information to job-related situations. Attendees will leave this session able to work with IRA owners and process basic IRA transactions with confidence. This is a beginner’s session; no previous IRA knowledge is assumed.

Virtual IRA School Day Two — Advanced: Nov. 14, 8 a.m. – 3 p.m. PT (9 a.m. – 4 p.m. MT)

Advanced IRAs builds on the attendees’ basic IRA knowledge to address some of the more complex IRA issues that their financial organizations may handle. This is an advanced session; previous IRA knowledge is assumed. The instructor uses real-world exercises to help participants apply information to job-related situations.