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2024 Winter IRA Basic Training
February 21, 2024
Virtual
Virtual
Program Agenda:
Program - 9:00 a.m. - 4:00 p.m.
Lunch - 12:00 p.m. - 12:45 p.m.
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 knowledge is assumed. Attendees should bring a hand-held calculator.
This program has been approved for 7 CLE credit hours and 6 General CE credit hours.
This program has been approved for 7 CLE credit hours and 6 General CE credit hours.
Program Presenter - Mary Hopkins, Consultant within ERISA Dept., Ascensus
Mary Hopkins has been a consultant within the ERISA Departments at Ascensus since 2021. In her position, Mary answers inquiries from financial organizations on compliance issues through Ascensus' 800 Consulting Service. She also instructs webinars and Ascensus sponsored seminars and contributes to technical reviews of forms, documents and publications.
Audience
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 LIVE Only
Asset Size/Fees:
$25 mil & under: $350
$26 mil - $100 mil: $450
$101 mil - $250 mil: $550
$251 mil - $400 mil: $750
$401 mil - $750 mil: $950
$751 mil - $1 bil: $1,250
Over $1 billion: $1,550
Assoc. Members: $950
Non-members: $3,100
**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.
