Can’t attend?  Buy the recording and listen when you can.

Already know the basics on IRAs and HSAs? Just need the new information and a good review for the 2021 tax year?  This is the program for you. It is designed for the banking professional with some IRA knowledge and provides a comprehensive review of what is new and intricate with these products.

Program Topics

• All new IRA numbers for contributions
• All new numbers for Roth and Traditional phase-outs
• Review of products
• Distributions
• New Reporting Codes
• Self- Certifications
• Inherited IRAs
• Reporting Changes
• Combat zones and disaster relief
• CARES Act
• SECURE Act
• Disaster relief
• And much much more…

Who Should Attend

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

Instructor 
Deborah Crawford is the President of Gettechnical Inc., a Florida based training company. She specializes in the deposit side of the financial institution and is an instructor on IRAs, BSA, Deposit Regulations and opening account procedures. She was formerly with Hibernia National Bank (now Capital One) and has bachelor’s and master’s degrees from Louisiana State University. She has over 35 years of combined teaching and banking experience.

Purchase Options

Live Webinar – $149: This will provide you with one connection to the webinar, electronic handouts and unlimited access to playback the online archive of the program for 90 days following the program. You may have as many listeners as you would like at your connection. Additional connections can be purchased for $100 per additional connection. To purchase more than one connection, please contact us at (888) 773-4839.

Electronic Download of Recorded Webinar – $149: This will provide you with a download link for the recording of the live webinar plus any handouts.

More Information

You will receive login information as well as electronic handouts prior to the webinar. The handout materials and log-on instructions are typically sent the Friday before the webinar. Should you have any questions regarding this webinar, please contact us via email at orders@gettechnicalinc.com or call us at (888) 773-4839.

Please Note: You must sign into your account (or create one) before you can make a purchase.

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