IRA Update builds on the attendees’ knowledge of IRA basics to address some of the more complex IRA issues their financial organizations may handle. This course will also include all changes that have occurred and discuss any pending legislation. This is a specialty session; previous IRA knowledge is assumed. The instructor uses real-world exercises to help participants apply information to job-related situations.
DOL Fiduciary Responsibility changed again!
Support personnel responsible for promotional materials that describe the services provided by your financial organization.
Michael O’Brien has been a key player in the retirement services industry for more than 30 years. He has served as senior vice president of Integrated Retirement, vice president of retirement products and solutions at Ascensus, and senior consultant with Universal Pensions, Inc. O’Brien has provided consulting and educational services to all facets of the retirement industry.
We have applied for 6 hours of continuing education credits from the SD Division of Insurance.