Does the very mention of IRAs make you want to run and hide? If so, you are not alone. This program helps take the mystery out of IRAs. IRA specific terms are defined and basic concepts are explained. Knowing the basics builds confidence and helps you help your customer.

WEBINAR TIME: 11:30AM - 1:30PM PT 12:30PM - 2:30PM MT 1:30PM - 3:30PM CT 2:30PM - 4:30PM ET

Upon completion of the seminar you are able to answer the following questions.
What are the differences between a Roth and a traditional IRA?
Who can have a traditional IRA?
Who can have a Roth IRA?
What are the contribution limits?
Who can make "catch-up contributions" and what are the limits?
What is the difference between a rollover and a transfer?
When can a customer take money out of an IRA before they are 70.5
What are the rules for calculating required minimum distributions (RMDs) to participants?
What are the options available for paying out to IRA beneficiaries?
How does the financial institution report IRA activity to the IRS and the customer?

This 2 hour format allows time to cover the basics without becoming overwhelming to the IRA novice. If you have never attended an IRA seminar, this is the place to start. If you have general knowledge of IRAs, but need a shot of confidence before IRA season cranks up, this program is for you.

About the Speaker:

Laura Wilson is a principal with Pegasus Educational Services, LLC. She is a gifted trainer who proves learning can be fun. Audiences routinely comment that her recollection of material content and sense of humor are unique among presenters on technical topics. Her career in training on banking related issues began in 1987. At one time she served as the regulatory compliance trainer for a $3 billion savings bank. Later, she was a senior consultant and full-time trainer for a regional consulting firm for financial institutions. She has served on the faculty of the OTS' Level I Compliance School and the FDIC's Bank Operations and Compliance School for examiners. In addition to presenting seminars for seventeen state banking associations, she has been an instructor at compliance schools sponsored by the Iowa, Kentucky, Texas and Pennsylvania bankers associations. She is a member of the American Society for Training and Development.


More information...

Location:	Webinar
Price:	$225 Early Bird - Registration one-week prior to the event
Sponsor:	BOL Learning Connect
Contact:	Carin Eisenhauer carin@bankersonline.com 888-229-8872
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