Day 1: February 29 IRA Advanced Training
This program builds upon an individual's previous knowledge of IRAs and looks at some more complex issues. Techniques will be shared on how to be confident in dealing with members when discussing both IRAs and Health Savings Accounts (HSAs).
Topics that will be covered include:
About Your Instructor
John Baptista, Jr. has taught a countless number of indivdiuals like yourself. His down to earth, practical approach to teaching, allows individuals to learn skills they can readily put to use. A nationally recognized training company writes, "His workshops are an effective blend of presentation and hands-on participation. And his caring, energetic style is a plus you'll appreciate". Often described as the "best there is to offer", John brings laughter, fun and most of all his ability to get others to learn.
February 29th, 2012 8:30 AM through 7:30 PM
|Early Bird IRA Advanced ONLY (before January 27)||$ 249.00|
|Early Bird IRA Basics and Advanced (before January 27)||$ 498.00|