2025 Fall IRA Essentials Training
November 13, 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.
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.
Continued Education
Qualifies for 6.5 Kansas CLE credits and 6 hours of Kansas Insurance credits
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.
