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Denise Applby
Credit Hours:
2
CE Credit Type:
CFP®
CLU
ChFC
RICP
IAR
Subject:
IAR Products and Practices

This self-study course is a Premium course. We covered distribution rules for account owners and beneficiaries and portability (rollover and transfer) rules for IRAs and employer plans, but there are other rules that are equally important. This module fills in some of the gaps that were not covered in the other three modules and presents the opportunity for you to ask questions about any IRA topics.

Click link below to view the video of this webinar - To take the quiz in order to earn CE you must watch the videos in their entirety.

Video
Presentation Video - 104 minutes

Click link below to view the video of this webinar - To take the quiz in order to earn CE you must watch the videos in their entirety.

Video
Q and A Video - 45 minutes

Click link below to download power point presentation related to webinar.

Paper
96 Slides