Date and Time
October 8, 2026
9:00am-4:00pm
Registration Fees
Member Fees: $265 (Virtual); $530 (Recording); $100 Add On Recording Fee with Virtual Registration
Non-Member Fees: $465 (Virtual); $730 (Recording); $100 Add On Recording Fee with In-Person or Virtual Registration
Please note: If you participate in the virtual program, 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.
Overview
During this program, we will cover products, movements, distributions and compliance. It is a comprehensive look at all things IRA. We will work problems and quizzes and work together for a greater understanding of how to help our customers with these important products.
Topics include:
- Four IRA Products—Features and rules
- IRA Rollovers
- IRA Transfers
- Qualified Retirement Rollovers
- Repayments
- Postponed contributions
- Conversions, Recharacterizations and revocations
- Distributions at 73
- Premature Distributions for domestic abuse, terminal illness, long term care insurance, emergency savings and more
- Charitable Distributions
- Inherited IRAs
- Compliance and Reporting
- HSA and CESA fundamentals
Who Will Benefit
IRA Administrators, Branch Staff, Branch Managers, Deposit Operations, Deposit Compliance, Audit and Anyone who opens IRAs.
Instructor
Deborah L. Crawford is the President of Gettechnical Inc a Florida based training company. Her 30+ years of experience began at Hibernia National Bank in New Orleans. She does training on deposits, BSA, IRAs, tellers, compliance and many other areas of the financial institution. She graduated from Louisiana State University with both her Bachelor and master’s degrees.