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IRA Update & Review – ALERT! New Law! SECURE Act 2.0 | 90-Minute Webinar
IRA Update & Review – ALERT! New Law! SECURE Act 2.0 | 90-Minute Webinar
Webinar | January 31st, 2023 | 10:00 AM - 11:30 AM CENTRAL Time Setting Every Community up for Retirement Enhancement (SECURE Act 2.0) The Consolidated Appropriations Act 2023 contains the retirement account changes we have been waiting for--get ready some go into effect in 2023. You will also get a good review and update for…
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IRA Comprehensive School | 2-Day Virtual Class
$499 includes comprehensive electronic IRA Manual and Quizzes Certificate on Completion 9-3 p.m. CST During this comprehensive IRA School you will learn everything there is to know about opening, closing and reporting on IRAs. Unlike any other type of training you have attended, this school is designed to create an IRA expert in your…
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BSA Officer Training – 1st Quarter | All-Day Virtual*
BSA Officer Training – 1st Quarter | All-Day Virtual*
*UPDATED OUTLINE* BIG year for BSA as we navigate the changes on beneficial ownership. You still can comment on the changes that are proposed. Working with customers to achieve compliance for them and for you. Learn more about the Digital Assets space. So much to do the first quarter and it goes by fast. A…
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New Account School | 2-Day Virtual Class
Certificate on Completion 9-3 p.m. CST 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 institution. What paperwork can you get? How should accounts be…