Earning and maintaining a professional designation can advance the career of any retirement pro. But first, you must find the right program & instructor. Wish you could experience the program before deciding?
We got you covered.
Get a free preview of IRA Academy with John Paul Ruiz: IRA Academy instructor and Director of Professional Development at The Entrust Group. IRA Academy prepares candidates for the CISP exam and provides continuing education credits for maintaining CISP, CTFA, CRSP, and CFP designations.
In this IRA Academy sneak peak, we discuss:
- Required Minimum Distributions (RMDs)
- Transfers & Rollovers
Duration: 63 Minutes
Speaker: John Paul Ruiz - Director of Professional Development at The Entrust Group
Presentation Deck: View or download the presentation PDF here
Presentation Audio: Stream or download the mp3 here
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