IRA Essentials with Ascensus

IRA Essentials with Ascensus

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. Attendees should bring a hand-held calculator.

Course Topics May Include:

Introduction and Establishing IRAs

• Identify the tax differences between a Traditional and Roth IRA

• Examine the process for establishing an IRA and the required documents

• Differentiate between the types of beneficiaries

And more….

The cost is $275 per attendee

This class is a hybrid format. You can sign up to attend in person or online via Zoom. (A Zoom link will be provided at a later time)

Check-in begins at 8:30 am. Lunch will be served to in-person attendees.

Contact Liz White at liz@utahscreditunions.org for sponsorships.

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Price: $275

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For more info contact:
Liz White
1-801-973-3400
liz@utahscreditunions.org