In-house Customized Training

Let CWF show you how you can expand your IRAs,
be more informed, be in compliance and
save money !

You Pick the Agenda

• Schedule dates and times at your convenience
  
• Train your entire staff, not a select few
  
• Maximize cost by having all of your people attend versus just your IRA representative attending outside seminars
  
• Compare our cost to our competitors
  
• Excellent seminar material
  
• Take a technical topic and make it easier to understand
  
• Knowledgeable Speakers

Questions to ask your financial institution:
(Let us help you with the answers!)

Is your entire staff aware of all the changes in retirement plans ?

Did you know contribution amounts and limits change each year?

Most financial institutions are reporting certain transactions incorrectly, are you ?

Do you know why the Roth is such a great retirement plan ?

Are your files in compliance?

Would you make it through an IRS audit?

Topics

• Traditional IRA
  
• Roth IRA
  
• SEP IRA
  
• SIMPLE-IRA
  
• Qualified Plans/One-Person 401(k)s
  
• Coverdell Education Savings Accounts
  
• Health Savings Accounts*
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