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Basic and Advanced IRA–Fall Session
Loni Porta of Convergent Retirement Plan Solutions, LLC, will cover the basic and advanced aspects as an IRA custodian. Day 1, Basic: The first day of the seminar will include beginning knowledge of IRA terminology, proper IRA set-up and plan opening, qualifications and contribution limits for all IRA plan types, rollovers and transfers, and basic […]
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Opening New Business Accounts in Tennessee – An Evening Program
Opening New Business Accounts in Tennessee – An Evening Program
The in-person program on September 25 has been canceled. The virtual session on October 7 is still available. Participants in this program learn the requirements at onboarding and account opening that […]
0 events,
1 event,
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Basic and Advanced IRA–Fall Session
Basic and Advanced IRA–Fall Session
Loni Porta of Convergent Retirement Plan Solutions, LLC, will cover the basic and advanced aspects as an IRA custodian.Day 1, Basic:Join us for the IRA Basics course for a full-circle […]
