IRA training presented in partnership with Ascensus
Retirement plan portability is one of the most popular topics fielded on our consulting lines. Attending this course will help ensure that you are up to date and handling these transactions properly. You will learn the difference between transfers and rollovers and direct and indirect rollovers, as well as acquire an understanding of Roth retirement plan assets and portability with Roth IRAs.
To register for this webinar, please follow these simple steps:
- Click "Register for 2024 Webinars" and choose your price point
- Complete the "Personal Information" form, using "00000" as your Organization Number
- Select the webinars you'd like to attend
- Please note that webinar times are listed as CST on the Ascensus website.
- Enter the exclusive DISCOUNT CODE 'CCUA10' when completing payment to enjoy 10% off of your purchase
