Virtual
Calendar of Events
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1 event,
Alert! Federal Regulatory Agencies Issues Guidance on Elder Programs
Webinar | February 28th, 2025 | 90-minutes | 10:00am - 11:30am CENTRAL Time | $199 Protecting the Elderly: What Your Financial Institution Needs to Know and Do Overview: On December 4, 2024, the federal regulatory agencies issued a joint statement to provide supervised institutions with examples of risk management and other practices that may be…
1 event,
IRA Update & Review
Webinar | March 13th, 2025 | 90-minutes | 10:00am-11:30am CENTRAL Time | $199 During this webinar we will cover everything new on IRAs. You will also get a good product review and update for the tax season. We will look at how to correct excesses, do conversions, recharacterizations not to mention a look at IRS…
1 event,
New Account School
2-Day Virtual Class | March 19 & 20, 2025 | 9:00 am - 3:00pm CENTRAL Time | $499 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…