218-831-1858

New Manuals

We now offer two easy reference/training manuals to help employees in your bank or financial institution find answers quickly and easily.

1. A Real World Desktop Manual for IRA Procedures

bullet Manuals are easy to understand.

bullet Incorporate your vendors IRA forms.

bullet Each chapter summarizes each step to complete the IRA procedure.

bullet Most comprehensive IRA seminar manual on the market today.

bullet Manuals are updated January 1 and September 1 of each year.

2. A Guide to IRA Reporting and Compliance

Order your manuals now.

 

 

 

 

 

 

 

 

 

 

 

 

IRA School Schedule

We are offering the following IRA School. For additional information on attending this school please contact us.

3 Day IRA School (Las Vegas)

Click here for Registration Form and Details.

Course: Most comprehensive 3 day IRA school available.
When: February 4-6, 2019
Where: The Orleans Hotel, Las Vegas, Nevada
Instructor: Michael Nelson

Topics:

Traditional IRA
Roth IRA
SEP IRA
SIMPLE IRA
Health Savings Accounts
Case Problems (Expanded)
Vender IRA Forms(Expanded)
Marketing/Customer Service Ideas - New!
New and Proposed IRA Legislation

Times:

8:00 AM - 8:30 AM (Registration - Monday)
8:30 AM - 4:45 PM Seminar (Monday - Wednesday)

Cost:

1 - 2 Attendee $595
3 - 4 Attendees $545 each
5 or more Attendees $495 each

Includes:

Seminar, textbooks and handouts
Morning & Afternoon Breaks
Soft drinks, coffee, fruit, rolls and cookies
Lunch on all 3 days

Lodge Rates:

Hotel Information:
The Orleans Hotel and Casino
Group Code #: A8JMC01
1-800-675-3267

Note: Identify that you are with JM Consultants Meeting Group

Note: Please bring your vendor's IRA forms, this will be incorporated into the school.