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2018 IRA Update and Review Seminar, OKC
November 8 @ 9:00 am - 3:30 pm CST
Have you ever noticed sometimes when the IRA Guru leaves the financial institution it is without notice or training for a replacement??!! On the first day of training, you feel like someone dropped you on the top of a mountain and told you to find your own way down. In other words, you have NO IDEA where to go or what they are talking about. Everything just sounds alien to you. It’s true. IRAs are a different world from the other accounts at
your bank. Oh, they may look similar, but the rules, regulations and IRS reporting build the complications to the point where you feel like you are on falling off of a cliff!! And, just when you finally find your footing, they change the rules again!