2023 Winter IRA Workshops

 

February 22
Virtual, 9:00 a.m. - 4:00 p.m. - Basic		 Register Myself
Group Registration
February 23
Virtual, 9:00 a.m. - 4:00 p.m. - Advanced		 Register Myself
Group Registration

 


Brochure/Agenda

*Registration fees are based on bank asset size.

Seminar Agenda for Both Workshops

Logon begins - 8:30 a.m.
Program starts - 9:00 a.m.
Lunch - 12:00 p.m. - 12:45 p.m.
Program continues - 1:00 p.m.
Adjourn - 4:00 p.m.

Presenters

Convergent Retirement Plan Solutions, LLC is a nationally recognized consulting/training firm that is laser focused on the compliance challenges facing financial institutions within the retirement services industry. Convergent's team members 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 recently merged to form a strategic partnership to provide the highest quality IRA training.

Registration Fees

Asset Size/Fees for Live Basic OR Advanced
$25 mil & under: $250
$26 mil - $100 mil: $350
$101 mil - $250 mil: $450
$251 mil - $400 mil: $650
$401 mil - $750 mil: $850
$751 mil - $1 billion: $1,050
Over $1 billion: $1,250
Assoc. members: $850
Non-members: $1,700

Add $100 if registering after February 15, 2023.

**Program fees are based on bank asset size. There is no limit on the number of people that can attend the virtual session from your financial institution. Please login and register one person from your bank and pay based on your bank’s asset size. Then email all other attendees (include attendee’s first and last name, bank location and e-mail) to Natalie Wareham at nwareham@ksbankers.com so that additional attendees can be registered free of charge to receive their own link and login information for the session.