All-Day Class | March 10th, 2027 | 9:00am-3:00pm CENTRAL Time | $329

Overview:

Beyond basics is the theme of this program.  You know what the IRA Product basics are and you are hungry for some depth in a training program.  This is your program.  We will look at all the hard stuff to managing, correcting and reporting IRAs.

Highlights:

• IRS reporting and corrections
• Managing the calendar
• Checking your forms and amendments
• Inherited IRAs in depth
• Required Minimum Distributions
• Withholding with new W-4R
• New rollover forms and process
• Mergers
• Auditing Your IRAs
• Understanding transaction codes

 Who should attend?

IRA Administrators, Deposit Operations and Training

Seminar Instructor

Deborah Crawford is the President of Gettechnical Inc., a Florida-based firm, specializing in the education of banks across the nation.  Her 40+ years of banking and teaching experience began at Hibernia National Bank in New Orleans. She graduated from Louisiana State University with both her bachelor’s and master’s degrees.  Deborah’s specialty is in the deposit side of the financial institution where she teaches seminars on regulations, documentation, insurance, and Individual Retirement Accounts.

Registration 

The cost to attend this all-day seminar is $329 for one connection*. Please register the person you wish to receive the log-in and handouts links.
*You may have as many listeners as you wish for your ONE connection (ONE computer login). If you would like additional logins for additional locations/computers, please contact our office or note names and email addresses in the comments sections of the registration form. A fee of $100 will be billed for each additional login.

Registration fees include instruction, live interaction with the instructor, any materials and manuals used by the instructor (digital), and a link to the recordings of the class. (You will have unlimited access to the recording for 90 days.)

Cancellation and More Information

Full registration fees will be refunded if a cancellation is received on or before ten business days prior to the meeting. If the date of cancellation is less than ten days prior to the meeting, a $75 processing fee will be retained. No refunds will be given for cancellations made the day of the program. If you need additional information, please call (800) 354-3051.