IRA Basics (In-Person, Live Stream and Recording)
October 18, 2023
Member Fees: $265 (In-Person); $365 (Live Stream); $530 (Recording); $100 Add On Recording Fee with In-Person or Live Stream Registration
Non-Member Fees: $465 (In-Person); $565 (Live Stream); $730 (Recording); $100 Add On Recording Fee with
Click here for tips if participating in the live stream seminar.
Please note: If you participate in-person or by live stream via Zoom, we will email a certificate to you following the program. Certificates will only be emailed to registered attendees. If you register for the recording, we will not be able to provide a certificate because we will not be able to track attendance.
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 eligibility requirements. This great seminar includes some information on a few distributions, including death distributions. Seminar attendees will leave with less apprehension about their responsibilities and compliance issues for opening IRAs at the financial institution.
- What's new with IRAs
- Overview of IRAs
- Traditional IRAs
- Roth IRAs
- Qualified Retirement Plan Rollover
- Simplified Employee Pension Plan
- Moving and changing IRAs
- Rollovers from Qualified Plans
- Basics on premature distributions
- Basics on 72 distributions
This program is designed for all IRA Administrators, personal bankers, trust officers, customer service representatives and those selling or discussing these products with their customers.
Debbie Crawford is the President of gettechnical, Inc. a Baton Rouge-based firm, specializing in the education of banks and credit unions across the nation. Her 27+ 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.
Click here for hotel and area information.