All-Day Class | February 2nd, 2027 | 9:00am-3:00pm CENTRAL Time | $329

Overview:

During the all-day IRA, we will cover products, movements, distributions and compliance.   It is a comprehensive look at all things IRA.  We will work problems and quizzes and work together for a greater understanding of how to help our customers with these important products.

Highlights:

• Four IRA Products—Features and rules
• IRA Rollovers
• IRA Transfers
• Qualified Retirement Rollovers
• Repayments
• Postponed contributions
• Conversions, Recharacterizations and revocations
• Distributions at 73
• Premature Distributions for domestic abuse, terminal illness, long term care insurance, emergency savings and more
• Charitable Distributions
• Inherited IRAs
• Compliance and Reporting
• HSA and CESA fundamentals

 Who should attend?

IRA  Administrators, Branch Staff, Branch Managers, Deposit Operations, Deposit Compliance, Audit and Anyone who opens IRAs.

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 $329 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.