In-House Workshops

Why In-House Training?

• There are two key reasons : convenience and price. We can bring you quality IRA training to your location at a price that is affordable.
  
• IRAs are more complicated and your customers are asking more questions. Let the IRA Doctor update your personnel.
  
• With the advent of Roth IRAs and the final required distribution rules, more people than ever before will be interested in opening and contributing to IRAs. You must be informed in order to properly serve your customers.
  
• Billions of dollars are paid from pension plans each year. The only way a customer can shelter this money from taxes is through an IRA rollover. Here again, quality up-to-date training is one of the keys to attracting this type of business.

What Training Is Available?

• The following workshops are available (follow the links to view seminar agendas):

• All seminars are available in either a three- or six-hour format. The six-hour format can be conducted in one six hour session or two three hour sessions.
  
  
• We provide the training at your convenience. This includes days, evenings, week-ends, and holidays.

If you are interested in In-House training, please contact the IRA Doctor for more details