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Fall 2023 IRA - Advanced & Basic
Brochure/Agenda
Seminar Agenda for Both Workshops
Registration: 8:30 a.m.
Program starts: 9:00 a.m.
Lunch: 12:00 p.m. - 1:00 p.m.
Program continues: 1:00 p.m.
Adjourn: 4:00 p.m.
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November 13 |
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| November 14 Advanced, Garden City Clarion Hotel 1911 E. Kansas Ave. 620-209-4344 |
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| November 15 Advanced, Hays Hilton Garden Inn 221 W. 43rd St. 785-727-7721 |
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| November 16 Advanced, Junction City Courtyard by Marriott 310 Hammons Dr. 785-210-1500 |
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| November 17 Basic, Overland Park DoubleTree by Hilton 10100 College Blvd 913-451-6100 |
Instructor: Jonathon Yahn, J.D., CPC, Senior Erisa Council
Convergent Retirement Plan Solutions, LLC is a nationally recognized consulting/training firm that is laser focused on the compliance challenges facing IRA providers. Convergent's seasoned instructors Ben Norquist, Loni Porta and Julie Robinson - who boast an average industry tenure of over 25 years - have an unprecedented level of diverse industry experience gained through decades of hands-on work helping many of the nation's leading financial service organizations with their IRA and business retirement plan initiatives. Often referred to as "the expert's expert," Convergent's team members are subject matter experts (SMEs) in the truest sense of the word. Over the past three decades, the senior members of Convergent's team have consulted with literally thousands of retirement industry professionals, helping them to navigate the murky waters of retirement industry compliance. Convergent RPS and Sunwest Training have enjoyed a successful relationship for the last 8 years and have recently merged to form a strategic partnership to provide the highest quality IRA training. Over those years, Patrice has frequently used these experts as her "go to" source to explain the more complicated areas of IRAs.
Advanced Program
In this session, we'll get into the nitty gritty of the new distribution regulations, exploring - in depth - how these new rules affect both IRA owners and IRA beneficiaries. After thoroghly dissecting the new rules and their impact on IRA owners and beneficiaries, we'll discuss concrete steps your financial organization can take to help ensure ongoing compliance, while also providing top-notch customer service.
Basic Program
Join us for the IRA Basics course for a full-circle overview of IRAs and the associated rules. This course is perfect for those new to IRAs, and a helpful refresher and update for those needing to "unlearn" some old rules due to the many recent changes. During the session, we'll provide you with a solid foundation of the basic IRA rules, both old (if still applicable) and new.
*It is not recommended that you attend both Basic and Advanced workshops during the same program cycle as some content may be repetitive.
General CE is pending.
CLE is pending.
Fees
KBA Members: $275
Non KBA Members: $550
*Please add $100 if registering after November 1, 2023.
