This program was created to build on your basic knowledge of IRAs to help prepare you for more complex issues in your organization. Real-life exercises will be used by the instructor to help demonstrate and apply information to job related situations.

IRA administrators, personal bankers, member services personnel who have a working knowledge of basic IRA operations, compliance specialists with procedural oversight of IRA policies and practices and support personnel responsible for promotional materials that describe the services provided by your financial organization will all benefit from this program.

We will offer this course November 5 at the Hyatt Regency Newport Beach, where we’ve arranged for rates of just $149 a night.

Click here for more information or to register for this program.

For questions on this or any other CBA program, please contact Laurie Eaton at (916) 438-4433 or leaton@calbankers.com.