2025 Winter IRA Advanced Training

February 20, 2025
Virtual
*A 30-Day replay will be available for all attendees.

Brochure/Registration Form
Register by Individual Here
Register by Bank Here

Program Agenda:
Program - 9:00 a.m. - 4:00 p.m.
Lunch - 12:00 p.m. - 12:45 p.m.
 
Advanced IRAs build 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 insurance and Kansas CLE credits are pending.
 
Program Presenter - 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 University curricula.
 
Audience
You should attend this seminar if you are:
  • an IRA administrator, personal banker, or member services personnel who has a working knowledge of basic IRA operations and are looking to expand your expertise and provide enhanced customer service
  • if you are a financial professional who recognizes that IRAs play an integral role in retirement planning
  • a compliance specialist with procedural oversight of IRA policies and practices
  • a support personnel responsible for promotional materials that describe the services provided by your financial organization
     

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.