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Events
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February 16 - March 2, 2021
This three-part virtual series simplifies the process of secured lending and covers a broad array of topics and points out common pitfalls along the way. Each participant will receive a comprehensive manual.
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March 10, 2021
This course is a clear and thorough introduction to the key concepts, terminology, and processes involved in credit and lending. It's ideal for those in their first year in the industry.
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March 22, 2021
Attend this HSA virtual seminar for a comprehensive HSA curriculum and a practical understanding of critical rules and operational issues.
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March 23, 2021
Attendees will leave this virtual session able to work with IRA owners and process basic IRA transactions with confidence. No previous IRA knowledge is assumed. You should attend if you want to learn the basics of Traditional and Roth IRAs or need a general refresher.
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March 24, 2021
Advanced IRAs build on the attendees' basic IRA knowledge to address some of the more complex IRA issues banks may handle. Previous IRA knowledge is assumed.
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