2027 Winter IRA Essentials

February 17, 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.
 
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.

Kansas CLE credits pending. 
 
Program Presenter - Ascensus
 

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.
 

**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.