Member Fee (Live or Recording): $165 per connection
Non-Member Fee: $265 per connection
Already know the basics on IRAs and HSAs? Just need the new information and a good review for the 2021 tax year? This is the program for you. It is designed for the banking professional with some IRA knowledge and provides a comprehensive review of what is new and intricate with these products. Any new regulations will be covered.
Topics include:
- All new IRA numbers for contributions
- All new numbers for Roth and Traditional phase-outs
- Review of products
- Distributions
- New Reporting Codes
- Inherited IRAs
- Reporting Changes
- Combat zones and disaster relief
- SECURE Act
- Disaster relief
- And much more...
IRA administrators, new accounts, personal bankers, branch administration, deposit operations, branch managers, BSA officers, training and business development personnel.
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.