All-Day Virtual Class | December 11th, 2026 | 9:00am-3:00pm CENTRAL Time | $299
(Registration for live virtual class closes on December 4th.)

Overview:

Tick tock! We are rolling into our year end moment of truth.  Have you checked your RMDs, inherited IRAs and all distribution transaction codes? Review common errors on inherited IRAs and the continued misuse of the W-4R.  Learn what you need to know and do about the new rollover IRS forms and a new 1099R.  It’s a fun fact filled day and you will receive the 2027 numbers for IRAs and get yourself ready for 2027!

Highlights:

• New 1099R form and reporting changes
• New rollover rules and guidance from the IRS involving employer plans
• 73 RMDs and distributions that may or may not be paid
• Withholding forms the continued challenges of the new W-4R
• Excess contribution removals
• HSA year end issues
• An update on the Trump Account as an employee benefit
• Checking your 1099R codes and transactions for January 31 reporting to customer
• And much much more

Who should attend?

IRA Administrators, New Accounts, Branch Managers, Training

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.