- Low cost—only $219 per connection per session for an unlimited number of listeners using one phone line and the optional Internet connection at the same office address
- No travel costs or time out of the office
- Convenient time—session times vary to accommodate busy schedules—each session is 90 minutes in length.
The IRA Jump Start Telephone/Internet training features an overview of traditional and Roth IRAs, and covers eligibility requirements, establishment procedures, traditional IRA distributions, and employer plan to IRA portability via rollover and direct rollover. This Telephone/Internet training is a preview to a Wolters Kluwer Financial Services’ all-day, live IRA seminar.
An IRA Jump Start session is the ideal way to:
- Get your staff up-to-speed quickly on the basics of traditional and Roth IRAs.
- Prepare for an in-depth IRA Seminar this fall or winter. We’ll provide attendees with enough information so they won’t be overwhelmed when they attend the live session.
- Cross train other employees in your organization in a highly effective, cost-efficient way.
- Help your staff apply what they know about IRAs. After each important section, we walk through an example. Then, we ask "yes/no" and "true/false" questions about the example and discuss the correct answers.
Session Dates
- September 2, 2009 - 1:30 p.m. – 3 p.m. CT
- October 7, 2009 - 1:30 p.m. – 3 p.m. CT
- November 4, 2009 - 1:30 p.m.– 3 p.m. CT
- December 2, 2009 - 1:30 p.m. – 3 p.m. CT
