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Join us in the Poconos for two full days of IRA training

Grove City   

March 7-8


Pocono Manor

March 26-27



April 2-3     


Day 1 - we will cover the fundamentals of Traditional, Roth and Coverdell IRA’s to include:

  • eligibility
  • account opening and appropriate disclosures
  • different types of contributions
  • different types of distributions
  • deceased IRA owners

Day 2 - we will dive into more advanced topics such as:

  • excess contributions
  • calculating income attributable (bring a calculator)
  • calculating required minimum distributions
  • trusts as beneficiaries
  • beneficiary payment options
  • sub accounts
  • re-characterizations

Choose either or both days of training depending on your needs or experience.

Training is presented by Joanne Broderick, Compliance Consultant, CUCE, BSACS

A networking lunch on each day is included in your registration.


Monday, March 26, 2018 - Tuesday, March 27, 2018
Registration begins at 9:00 a.m. and training begins at 9:30 a.m.


Kalahari Resort & Convention Center
250 Kalahari Blvd.
Pocono Manor, Pennsylvania 18349

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