On Site
Calendar of Events
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1 event,
IRA Basics (Virtual)
IRA Basics (Virtual)
Tuesday, October 26th, 9:00 AM – 4:00 PM - 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 all the…
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IRA Advanced (Virtual)
IRA Advanced (Virtual)
Wednesday, October 27th, 9:00 AM – 4:00 PM - Central Time Overview: On January 2, 2020 the Setting Every Community Up for Retirement Enhancement Act (SECURE Act) went into effect and then we had a payout skip year. So this is our first year working with the age 72 and the new rules on…
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MS Deposit Accounts (Virtual)
MS Deposit Accounts (Virtual)
Thursday, October 28th, 9:00 AM – 4:00 PM - Central Time The Mississippi Deposit Accounts seminar will look at all the state legal issues on ownership and documentation of the accounts for personal, business, estate and trust accounts. We will look at your current procedures to open and document accounts to make sure your procedures…
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BSA Officer Annual Training (Virtual)
BSA Officer Annual Training (Virtual)
Friday, October 29th, 9:00 AM – 4:00 PM - Central Time During this class we will cover the topics for your annual training. It’s been busy this year! We have a new AML bill that passed congress, three revisions to the exam manual, changes in risk due to the pandemic, new products and services to…
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New Account School
New Account School
What you will receive: New Account Handbook and a Deposit Compliance Handbook Day One—Opening Deposit Accounts Documentation and Procedures Learn how to open approximately 30 types of legal ownerships. We will cover consumer accounts, business accounts, deceased accounts and nonprofits. We will review the tax reporting, documentation requirements and best practices in our industry. Submit…