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IRA Basics

October 4

Upcoming Live Training

Teller School (2-Day Virtual)

November 1 - November 2

IRA Year End Wrap Up

December 16

BSA Officer Training

October 7

Deposit Regulation Update

October 6

IRA Advanced

October 5

IRA Basics

October 4

New Account School (2-Day)

November 3 - November 4
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Event Cost: $299.00

IRA-Basics

All-Day Virtual Class | October 4, 2022 | 9am-3pm

The IRA Basics seminar is designed for those new to IRAs or a great review for those who have been in the business for a while. It addresses the purpose of IRAs, the role IRAs play in a customer’s retirement strategy and all the different types of IRAs and their eligibility requirements. This great seminar includes some information on a few distributions, including death distributions. Seminar attendees will leave with less apprehension about their responsibilities and compliance issues for opening IRAs at the financial institution.  Each registrant will receive a digital copy of the 575 plus page IRA Handbook.

Program Topics

  • New life expectancy tables in 2022
  • What’s new with IRAs
  • Overview of IRAs
  • Traditional IRAs
  • Roth IRAs
  • Qualified Retirement Plan Rollover
  • Simplified Employee Pension Plan
  • SIMPLES
  • Moving and changing IRAs
    • Transfers
    • Rollovers
    • Rollovers from Qualified Plans
  • Coverdell Education Savings Accounts
  • Basics on premature distributions
  • Basics on 72 distributions

Who Should Attend

This program is designed for all IRA Administrators, personal bankers, trust officers, customer service representatives and those selling or discussing these products with their customers.

Seminar Instructor

Deborah Crawford is the President of Gettechnical Inc., a Florida-based firm, specializing in the education of banks across the nation.  Her 35+ 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 $299 for one connection. Registration fees include instruction, live interaction with the instructor, an updated IRA Manual (digital), and a link to the recordings of the class. (You will have unlimited access to the recording for 90 days.) You may have as many listeners as you wish for your one connection. If you would like additional logins, please contact our office. A fee of $100 will be billed for each additional login. Please note any additional connections/registrants in the comments section of the registration form.

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 (888) 773-4839.

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Details

Date:
October 4
Cost:
$299.00
Event Categories:
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