Wolters Kluwer Financial Services

IRA Live Seminars

Our IRA seminars offer basic and in-depth levels of knowledge and experience on all types of retirement plans.

We provide two seminar tours each year that are offered at locations across the U.S. to make them more easily accessible. Our Fall/Winter and Spring/Summer tours both offer three levels of sessions:  Beginner, Intermediate, and Advanced, designed for those individuals who need a panoramic view of the general rules and requirements impacting their IRA operations or for those who understand the overall rules and requirements, but may need a refresher or help with addressing some of the tougher IRA situations they face each and every day.

Learn More and Register for an IRA Seminar

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