The Trainer Toolkit comes with two components: IRA Basics curriculum and the Road to Retirement game. The IRA Basics curriculum includes Participant and Facilitator Guides and a PowerPoint® presentation. The Road to Retirement game takes an interactive approach to reviewing and applying the information learned in IRA Basics by having players determine eligibility and complete IRA transactions and IRS tax forms.
Additional Modules
The IRA Transfers and Rollovers curriculum includes access to download Participant and Facilitator Guides, the PowerPoint presentation, and a new activity for the Road to Retirement game.
The IRA Conversions curriculum includes access to download Participant and Facilitator Guides and the PowerPoint presentation.
Audience
Internal IRA trainers
Prerequisites
Must purchase Trainer Toolkit before purchasing additional modules or additional Road to Retirement games
Length
Self-paced
Session Dates
Not applicable
Pricing
- Trainer Toolkit (Includes one Road to Retirement game) $325+$9 shipping
- IRA Transfers and Rollovers Module $125+$3 shipping
- IRA Conversions Module $125+$3 shipping
- Additional Road to Retirement Games $100+$8 shipping
Continuing Education Credits
Not applicable
800-356-9140
