IRA Basics

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…

$299.00

IRA Advanced

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…

$299.00

Opening Business Accounts

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…

$299.00

New Account School (A 2-Day Study)

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…

$499.00

Deposit Regulations Update

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,…

$299.00