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IRA Update and Review

September 9

Upcoming Live Training

IRA Update and Review

September 9

Writing New Account Procedures

August 26 @ 9:00 am - 3:00 pm

Handling Deceased Accounts

August 19 @ 9:00 am - 3:00 pm

Teller School (2-Day Virtual)

November 1 - November 2

IRA Year End Wrap Up

December 16

BSA Year End Wrap Up

December 15

Deposit Regulation Year End Wrap Up

December 9

BSA Officer Training

October 7

Deposit Regulation Update

October 6

IRA Advanced

October 5
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Event Cost: $299.00

IRA-Update-Review

All Day Virtual Class | 9:00am-3:00pm CENTRAL Time

During this program we will review the IRA products and go over the new interpretations on death distributions in Publication 590 B.  If you are an IRA administrator, you won’t want to miss this year’s update.  Also, at the time of this announcement, new IRA legislation has made it’s way through the House and is in the Senate, this legislation is called the SECURE ACT 2.0.  Learn more about all things IRA during this all-day virtual program.

What we will cover:

  • IRA product review
  • IRA transfers and rollovers
  • IRA RMD distributions and new life expectancy tables
  • New interpretations of the 10 year rule for those already in payout
  • SECURE ACT 2.0—what is the status? And what is in the bill?

Who Should Attend:

IRA administrators, new accounts, personal bankers, branch administration, deposit operations, branch managers, BSA officers, training and business development personnel.

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 Handbook (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:
September 9
Cost:
$299.00
Event Categories:
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