1-Day Virtual Class | October 4, 2023 | 9:00am - 3:00pm CENTRAL Time The IRA Basics seminar is designed for those new to IRAs or a great review for those who have been in the business for a while. It addresses the purpose of IRAs, the role IRAs play in a customer’s retirement strategy and…

1-Day Virtual Class | October 5, 2023 | 9:00am - 3:00pm CENTRAL Time The IRA Advanced class is designed for those who need information on what is new and changed in IRAs. We also include a review of products and compliance issues. While not designed for those who are new to IRAs, it does include…

1-Day Virtual Class | October 11, 2023 | 9:00am - 3:00pm CENTRAL Time Alert! Update on Beneficial Ownership will be included! There are many types of business accounts with many different ways to do business at banking today.  It can be challenging to determine who is authorized to open, close and transact business when dealing…

2-Day Virtual Class | November 8 & 9, 2023 | 9:00am - 3:00pm CENTRAL Time each day This two-day class is a study of new account ownership types you may open at your financial institution.  These ownership types have paperwork, signature card and resolutions which help us create authority and liability protection for our financial…

1-Day Virtual Class | January 18th, 2024 | 9:00am-3:00pm CENTRAL Time Overview: During this update class, we will look at the federal deposit regulations and update and review your programs, Regulation D, E, CC, DD and the hot topics that surround these regulations.  What are the new supervisory issues, FDIC insurance issues, exam hot spots…