Calendar of Events
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1 event,
Deposit Operations Update
1-Day Virtual Class | August 7, 2024 | 9:00am – 3:00pm CENTRAL Time UPDATE! During this program we will give snapshots of four major changes--FDIC Logos on Websites and Mobile Apps, Regulation CC inflation adjustments, IRAs final rule on RMDs and Beneficial Ownership Update. You will receive handbooks on these topics and more. Plus are…
1 event,
IRA Basics
1-Day Virtual Class | $299 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 different types of IRAs and their…
1 event,
SARs: Line-by-Line
SARs: Line-by-Line
Webinar | 90-minutes | $199 During the webinar you will review line-by-line the text fields and requirements to complete the SAR. There are fields for cybercrimes, notes to FinCEN and narrative instructions. You will receive highlighted screen shots showing you how to complete and a SAR Handbook to help with timing, referral forms and other…