All-Day Class | January 21st, 2026 | 9:00am-3:00pm CENTRAL Time | $299

IRA Update and Review

During this update and review we will conduct a good review for 2025-2026 tax year with all the new numbers and reporting codes.  A special emphasis on inherited IRAs and distributions.  You will receive an updated 2025-2026 IRA handbook and information on how to audit your IRA files and use correct transaction codes.  There are still many mistakes being made during the required minimum distribution set up, inherited IRA set up and premature distribution exceptions.  Learn how to get this right for 2025-2026.

What we will cover:

• IRA product review
• IRA repayments and new IRA Premature Distribution Exceptions
• IRA RMD distributions and inherited IRA payouts
• New Charitable distribution code
• IRS reporting corrections and changes

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 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 $299 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.