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

Program approved for 6.5 Kansas CLE credits. 
 

Program Presenter - Mary Hopkins, Ascensus
Mary Hopkins has been a Consultant within the ERISA Department at Ascensus since 2021. In her position, Mary assists financial organizations on compliance issues through Ascensus' 800 Consulting Service and compliance reviews. She also instructs webinars and Ascensus sponsored seminars and contributes to technical reviews of forms, documents, and publications. 

Mary earned the Certified IRA Services Professional (CISP) designation through the Institure of Certified Bankers (ICB) in 2007 and the Certified Health Savings Professional (CHSP) designation in 2023. She has over 19 years of experience with qualified retirement plans and IRAs - including Traditional and Roth IRAs, health savings accounts, Coverdell education savings accounts, SEP and SIMPLE IRA plans. 

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.
 

**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.