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Phone: (800) 354-3051
Fax: (888) 773-4839
gettechnical@msn.com

IRA Update and Review Oxford

August 22, 2018

Oxford Conference Center
102 Ed Perry Boulevard
Oxford, MS 38655

9 AM - 4 PM | Registration begins at 8:45 AM.

The IRA Update and Review class is designed for those who need information on what is new and changed in IRAs. We also include a review of products and compliance issues. While not designed for those who are new to IRAs, it does include enough basics to get you started and focuses on those areas that change each year. Each registrant will receive a copy of the 550  page IRA Handbook. 

Program Topics

  • Product update and review of changes
  • Premature distributions
  • Exceptions to the 10% penalty
  • Annuity Distributions
  • Tax levies on IRAs
  • Transfers and rollovers after 70 1/2
  • 70 1/2 calculations & issues
  • Waivers
  • Charitable contributions
  • Death distributions
  • Primary vs. contingent beneficiaries
  • Treating the IRA as spouse’s own
  • Inheriting the IRA
  • Successor beneficiaries, disclaimers, calculations
  • Special topics
  • Recharacterizations
  • Conversions and reconversions
  • Revocations
  • Excesses
  • Compliance, auditing and reporting
  • PATH Act Changes

 

Who Should Attend
This program is designed  for intermediate and advanced level class for IRA administrators, trust officers, customer service representatives, personal bankers, branch managers and other personnel who need comprehensive distribution and compliance information.

Seminar Instructor
Deborah Crawford is the President of Gettechnical Inc., a Virginia-based firm, specializing in the education of banks across the nation.  Her 30 plus years of banking and teaching experience began at Hibernia National Bank in New Orleans. She graduated from Louisiana State University with both her bachelor's and master’s degrees.  Deborah's specialty is in the deposit side of the financial institution where she teaches seminars on regulations, documentation, insurance and Individual Retirement Accounts.

Registration
The cost to attend this all day seminar is $265 per person. Registration fees include instruction, refreshments and lunch. 

Cancellation & More Information
Full registration fees will be refunded if a cancellation is received on or before ten business days prior to the meeting. If date of cancellation is less than ten days prior to the meeting, a $50 processing fee will be retained. No refunds will be given for cancellations made the day of the program. Substitutions are welcome. Dress for the seminar is business casual. To ensure your comfort, please bring a jacket or sweater.  If you need additional information, please call  (888) 773-4839.

Event Details

Event Date 08-22-2018
Event End Date 08-22-2018
Cut off date 08-23-2018
Individual Price $265.00
Location
Oxford Conference Center, Oxford, MS
102 Ed Perry Blvd, Oxford, MS 38655, USA
Oxford Conference Center, Oxford, MS
265.00 $
We are no longer accepting registration for this event