Upcoming Events

2026 IRA Fundamentals-Bismarck-Fall
Date: October 26, 2026
Location: Holiday Inn
Description: This seminar is designed to learn basic rules that govern Traditional and Roth IRAs or want an updated refresher on IRA rules.

2026 IRA Advanced-Bismarck-Fall
Date: October 27, 2026
Location: Holiday Inn
Description: Advanced IRAs builds on the attendees' knowledge of IRA basics to address some of the more complex IRA issues your financial organization may handle.

2026 IRA Fundamentals-Fargo-Fall
Date: October 28, 2026
Location: Holiday Inn
Description: This seminar is designed to learn basic rules that govern Traditional and Roth IRAs or want an updated refresher on IRA rules.

2026 IRA Advanced-Fargo-Fall
Date: October 29, 2026
Location: Holiday Inn
Description: Advanced IRAs builds on the attendees' knowledge of IRA basics to address some of the more complex IRA issues your financial organization may handle.

2026 Health Savings Accounts Seminar - Fall
Date: October 30, 2026
Location: Holiday Inn of Fargo
Description: Attend this HSA Half-Day Seminar for a comprehensive HSA curriculum and a practical understanding of critical rules and operational issues.