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Establishing and Amending IRAs

February 6 @ 12:00 pm - 1:30 pm EST


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To avoid IRS penalties, financial organizations must use the correct IRA opening documents and those documents must be current. They also must be aware of any changes to the rules and regulations contained in these documents. This webinar provides information on how to properly establish Traditional and Roth IRAs, as well as how to amend IRAs to ensure that they are kept up to date.


$249 for Webinar and Playback*
*Playback has no expiration and may be shared internally

Date of Events

Tuesday, February 6, 2018

  • 12:00 – 1:30 pm (Eastern Time)
  • 11:00 – 12:30 pm (Central Time)
  • 10:00 – 11:30 am (Mountain Time)
  • 9:00 – 10:30 am (Pacific Time)


  • 1.0 CPE Credits
  • 1.0 CHSP Credit

Your Speaker


Ascensus retirement education for financial services




Register Now Manual Invoice