IRA Live Seminars

Our IRA seminars offer basic and in-depth levels of knowledge and experience on all types of retirement plans.

We provide two seminar tours each year that are offered at locations across the U.S. to make them more easily accessible. Our Spring/Summer IRA Seminar Tour offers beginner and advanced sessions. The beginner seminar is designed for those individuals who need a panoramic view of the general rules and requirements impacting their IRA operations. The advanced sessions are designed for those who understand the overall rules and requirements, but may need a refresher or help with addressing some of the tougher IRA situations they face each and every day.

Our Fall/Winter IRA Seminar Tour offers intermediate-level IRA training. It is designed to help refine an individual's IRA skills and transfer the complex rules and regulations into the specialized knowledge needed to manage and grow your organization's IRA program.