2027 Winter IRA Advanced Training

February 18, 2027
Virtual
*A 30-Day replay will be available for all attendees.

Program Agenda:
Program - 9:00 a.m. - 4:00 p.m.
Lunch - 12:00 p.m. - 1:00 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 CLE credits pending. 
 
Program Presenter - Ascensus
 
Audience - you should attend this seminar if you are:
  • 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
  • Financial professional who recognizes that IRAs play an integral role in retirement planning
  • Compliance specialist with procedural oversight of IRA policies and practices
  • Support personnel responsible for promotional materials that describe the services provided by your financial organization
     

**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.