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