IRA Essentials
Virtual
 
Details
November 12, 2024
Virtual

Brochure
Register by Individual
Register by Bank
 
Agenda
Program: 9:00 a.m. - 4:00 p.m.
Lunch: 12:00 p.m. - 1:00 p.m.
 
Program Content
IRA Essentials gives attendees a solid foundation of IRA knowledge. Exercises are included throughout the day to help participants apply information to job-related situations. Attendees will leave this session able to work with IRA owners and process basic IRA transactions with confidence. This is a beginner's session: no previous IRA knowledge is assumed. Attendees should bring a handheld calculator.

This program has been approved for 6 general Kansas insurance credits and 6.5 Kansas CLE credits. A 30-day replay will be available for all participants.
 
Presented by

Ben Maas - Senior ERISA Analyst, Ascensus
Ben Maas is a Senior ERISA Analyst with the ERISA department at Ascensus. Mr. Maas conducts IRA training programs nationwide. His expertise includes Traditional and Roth IRAs, Coverdell education savings accounts, health savings accounts, and SEP and SIMPLE IRA plans. He also leads the development, implementation, assessment, and maintenance of the IRA University and HSA Universit curricula.

 
Who Should Attend
You should attend this seminar if you need to learn the basics of Traditional and Roth IRAs or want an updated, general refresher on IRA rules.
 
 
Registration Fees are based off of the bank/company asset size.

• Registration fees are per bank/company, not individual.
• Please mark the appropriate asset size above which corresponds to your financial institution.
• There is no limit on the number of people that can attend the virtual session from your financial institution, however each attendee must be registered. To register additional attendees for a virtual session, please email Natalie Wareham at nwareham@ksbankers.com.
 
Cancellations must be received five business days before the program.
There will be no refunds once you have received the materials.