Events Calendar

2021 IRA A to Z Conference - Virtual Conference
Thursday, September 23, 2021, 09:00am - 03:00pm

IRAWorkshopBanner 2021

Retirement savings is no joke, and neither is our virtual IRA Workshop. This informative session will provide you with everything you need to help guide your members through their retirement savings journey!

Conference Agenda:
9:00am - 11:00am - Session
11:00am - 1:00pm - Break
1:00pm - 3:00pm - Session Continues

Educational Investment:

  • Live Conference - $349 per person
  • Six or More Participants - 15% discount for each participant (please contact to receive this rate)

Registration Deadline: September 20, 2021

**Login instructions will be sent one day prior to the conference.**

Thank you to our sponsor!


Cancellation Policy:

A refund of the amount paid, less an $70 administrative fee per registrant, will be given for all cancellations submitted via email to ten or more business days prior to the start of the session. No refunds will be granted if the cancellation is received after that time frame. Substitutes will be accepted any time prior to the start of the program at no additional cost. Simply email an updated registration form, listing the new participant and who they will be replacing.