Virtual

All-Day Virtual Class | January 23rd, 2025 | 9:00am-3:00pm CENTRAL Time | $299 Overview: 2025 brings many new issues for the BSA team.  Beneficial ownership rules continue to drop out…

Webinar | January 28th, 2025 | 90-minutes | 10:00am - 11:30am CENTRAL Time | $199 It has always been challenging to open accounts for nonresident aliens and to identify the…

All-Day Virtual Class | January 29th, 2025 | 9:00am-3:00pm CENTRAL Time | $299 The IRA Basics class is designed for those new to IRAs or a great review for those…

All-Day Virtual Class | January 30th, 2025 | 9:00am-3:00pm CENTRAL Time | $299 Overview: The IRA Advanced class is designed for those who need information on what is new and…

Webinar | February 4th, 2025 | 90-minutes | 10:00am-11:30am CENTRAL Time | $199 Risk? Are taking court orders, power of attorneys and other documents too much risk? During this program…

Webinar | February 18th, 2025 | 90-minutes | 10:00am-11:30am CENTRAL Time | $199 Overview: On October 10, 2024, the following was in a consent order issued by FinCEN. TD Bank…

All-Day Virtual Class | February 20th, 2025 | 9:00am-3:00pm CENTRAL Time | $299 Your account holder passed away and the family is grieving. Yet, in the midst of all the…

Webinar | February 25th, 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…

All-Day Virtual | February 27th, 2025 | 9:00am-3:00pm CENTRAL Time | $299 During this program we will cover all the “hot” topics for 2025.  It’s been and year and more…

Webinar | March 13th, 2025 | 90-minutes | 10:00am-12:30pm CENTRAL Time | $199 During this webinar we will look at what constitutes a Cyber Crime and how to report it…