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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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