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*