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SUMMARY:IRA Beneficiary Payouts Workshop
DESCRIPTION:Beneficiary options have had significant changes in the last four years – more so than they’ve had in over 20 years. There are many questions that must be asked and answered before you can explain the options available. In this interactive workshop\, you will learn the most important questions to be asked to solve the more complicated scenarios.
URL:https://ncbankers.org/event/ira-beneficiary-payouts-workshop/
CATEGORIES:Customer Service,Deposit,Deposit Accounts,IRAs,OnCourse Webinars,Reporting,Teller,Trusts
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