Upcoming Events

IRA Year End Wrap Up

Webinar | December 12, 2024 | 90-minutes | 10:00am – 11:30am CENTRAL TIME | $199 During this all-day class, we will get ready for the year end wrap up.  We have many new parts of the Secure Act 2.0.  Check your death distributions, rollovers, transfers and distributions before we click over to a new year. …

$199.00

Conducting a BSA Audit

Webinar | December 12, 2024 | 90-minutes | 2:00pm-3:30pm CENTRAL Time | $199 Our BSA/OFAC audit is a line of defense before the regulators arrive at  your institution.  The more well developed the audit is the less likely of a finding when the regulators come to call.  During this webinar we will review the FFIEC…

$199.00