IRA Fundamentals Every Banker Should Know (Webinar)

Member Fee:  $165 per connection 
Non-Member Fee:  $265 per connection 

Speaker: Debbie Crawford, gettechnical, Inc.

Click here for full brochure

As one of the base products of financial institutions, there are basics that every banker should know. We will cover the products, the movements, the distributions and basic reporting to the IRS. You will learn talking points, how to stay out of tax advice situations, and use the forms to help you navigate to compliance. It is a must for your training library and will help all staff during this coming tax season.
When
1/14/2021 10:00 AM - 11:30 AM
 

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