IRA Fundamentals

IRA training presented in partnership with Ascensus

This course is a must if you are new to IRAs to help build a foundation of the most common IRA transactions and rules. Learn the fundamentals of Traditional and Roth IRAs from contributions and distributions to portability—including the rules associated with rollovers between employer plans and IRAs. 

To register for this webinar, please follow these simple steps:

1. Click "Register for 2024 Webinars" and choose your price point
2. Complete the "Personal Information" form, using "00000" as your Organization Number
3. Select the webinars you'd like to attend
   • Please note that webinar times are listed as CST on the Ascensus website. 
4. Enter the exclusive DISCOUNT CODE 'CCUA10' when completing payment to enjoy 10% off of your purchase

Use Code CCUA10 to Register