2025 Fall Advanced IRA Training
November 14, 2025
Virtual
*A 30-Day replay will be available for all attendees.
Program Agenda:
Program - 8:30 a.m. - 4:00 p.m.
Lunch - 12:00 p.m. - 1:00 p.m.
Advanced IRAs builds on the attendees' basic IRA knowledge to address some of the more complex IRA issues that their financial organizations may handle. This is an advanced session; previous IRA knowledge is assumed. The instructor uses real-world exercises to help participants apply information to job-related situations.
Kansas CLE credits and Kansas Insurance credits are pending.
Program Presenter - Chad Neumann, Senior ERISA Analyst., Ascensus
Chad Neumann is a Senior ERISA Analyst with the ERISA department at Ascensus. Mr. Neumann 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 lends his expertise to the distance learning curriculumns, including the IRA Institute Online, webinars, and IRA Essentials OnDemand. Mr. Neumann also leads exam development and review of the Certified IRA Specialist (CIS) program, the Certified IRA Professional (CIP) program, and the Certified Health Savings Professional (CHSP) program.
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 education@ksbankers.com so that additional attendees can be registered free of charge to receive their own link and login information for the session.
