IRA Products (Webinar)


May 20, 2024
2:30pm-4pm


Member Fee (Live or Recording): $165 per connection
Non-Member Fee (Live or Recording) $265 per connection 


This IRA webinar is designed for those new to IRAs or is 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 an account holder’s retirement strategy and all the different types of IRAs and their eligibility requirements. This webinar will include information on contributions and distributions as well as death distributions. Attendees will leave with less apprehension about their responsibilities and compliance issues for opening IRAs at the financial institution.
 
Topics include:

  • The Ins and Outs of all four IRA products 
  • Traditional IRA 
  • Roth IRA
  • Qualified Retirement Plan Rollovers
  • Simplified Employee Pension Plan
  • Moving and Changing IRAs
  • Coverdell Education Savings Accounts

 

This webinar will benefit all IRA administrators, personal bankers, trust officers, customer service representatives and those selling or discussing these products with their customers.

 

Deborah Crawford
is the President of gettechnical, inc. a Florida-based firm, specializing in the education of banks and credit unions across the nation. Her 35+ 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.
When
5/20/2024 2:30 PM - 4:00 PM
 

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