Webinar | February 25th, 2025 | 90-minutes | 10:00am-11:30am CENTRAL Time | $199

During this webinar we will cover everything new on IRAs.  You will also get a good product review and update for the tax season.   We will look at how to correct excesses, do conversions, recharacterizations not to mention a look at IRS reporting.  If there are IRA changes, this outline will be updated to reflect those changes.  We still have some legislation pending.

Program Highlights:

• Regulations on RMDs
• Traditional, Roth, SEP and SIMPLE review
• Complicated movements—rollovers, transfers, conversions and recharacterizations
• Correcting Excess contributions
• New Numbers and phaseouts for 2024
• Getting a handle on the paperwork and reporting
• Inherited IRAs—Designated, Eligible Designated, Trusts

 What you will receive:

600+ IRA Handbook

WHO SHOULD ATTEND?  

IRA Administrators, Deposit Operations, Branch Administration, Training, Branch Managers, Customer Service Representatives, Tellers, Compliance Officers, and others who open accounts for retirement.

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 $199 for one connection*. *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. Please register the person you wish to receive the log-in and handouts links.

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 (888) 773-4839.