New Model Privacy Language: What you need to know by December 31, 2010
Banking Content
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On November 17, 2009, eight regulatory agencies jointly released a new model privacy form for compliance with the privacy requirements of the Gramm-Leach-Bliley and Fair Credit Reporting Acts.
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Effective in late December 2009, this notice is in a chart format and looks more like the nutritional labels you see on food products, as opposed to the text-oriented brochures that are given out now.
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The idea was to create a cleaner, simpler explanation for customers of how an institution handles its personal information and how consumers can exercise their rights to opt-out of sharing some of their information. It will also make it easier for consumers to compare the privacy policies of different institutions.
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Please join us to:
* Learn about the new forms and requirements, and how they are different (and similar to) current forms
* Develop the new disclosure to reflect your privacy policies
* Find out who is covered and when this must be done
* Hear when and how must…
Type of Event: Webinars-Live. Solution: Financial Crime Control. Country/State: Web. Cost: $249 per connection per session for an unlimited number of listeners using one phone line and the optional Internet connection at the same office address.
Wednesday, September 8, 2010, 11:00 AM – 12:30 PM.
Live Webinar.
Rollovers, Transfers and Direct Rollovers: IRA & Employer Plan Portability
Banking Content
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Understanding terminology associated with IRAs is critical to gaining the comfort level necessary to properly administer the movement of assets, or portability, between IRAs and between employer plans and IRAs. This webinar reviews the differences between these transactions and the necessary reporting requirements for rollovers and direct rollovers. It also examines the potential income tax implications an individual might have for each type of transacton.
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Please join us to:
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* To understand the transactional differences between rollovers, transfers, and direct rollovers
* To understand the reporting requirements associated with rollovers and direct rollovers
* To understand who has the ability to complete a rollover, transfer or direct rollover of IRA or employer plan assets
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Session Dates
* September 8, 2010
* November 9, 2010
* January 5, 2011
* February 17, 2011
* April 26, 2011
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Type of Event: Webinars-Live. Solution: IRA/HSA. Country/State: Web. Cost: $199 per connection per session for an unlimited number of listeners using one telephone connection and one Internet connection at the same office address.
Wednesday, September 8, 2010, 1:00 PM – 2:00 PM.
Live Webinar.
Asset and Liability Management Solution Requirements
Banking Content
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Requirements in Today's Banking Environment
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As financial institution structures and regulatory demands have changed, so have the ALM systems. Discover the different options for chart of accounts, time bucket systems, scenario templates and report generation.
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Take a close look at:
* ALM analytics — critical components for your system
* ALM models — necessary templates for stress tests
* User analytics — decomposition, speed and reporting
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ALM is used to predict earnings and liquidity, so it’s the lifeblood of your financial institution. And it’s often difficult to do it well. Understand what changes are occurring so your ALM solution can keep up.
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Wolters Kluwer Financial Services is pleased to present the Asset and Liability Management webinar series in partnership with FRSGlobal.
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Type of Event: Webinars-Live. Solution: General Compliance. Country/State: Web. Cost: $99 per connection per session for an unlimited number of listeners using one telephone connection and one Internet connection at the same office address.
Thursday, September 9, 2010, 1:00 PM – 2:00 PM.
Live Webinar.
Required Minimum Distributions: At What Age & How Much?
Banking Content
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This webinar takes an in depth look at traditional indivdual retirement account (IRA) required minimum distributions (RMDs). It examines how distributions are calculated and the effect certain beneficiary designations could have on an RMD calculation. It also reviews miscellaneous issues including when it is necessary to adjust an account owner's Fair Market Value to accurately calculate an RMD, rollover restrictions upon attainment of age 70½ and RMD reporting requirements.
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Please join us to:
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* To understand the components necessary to calculate an RMD
* To create a comfort level to manually calculate an RMD if necessary
* To understand the options for satisfying the annual RMD statement requirement
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Session Dates
* September 9, 2010
* October 21, 2010
* November 17, 2010
* December 16, 2010
* March 29, 2011
* June 21, 2011
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Type of Event: Webinars-Live. Solution: IRA/HSA. Country/State: Web. Cost: $199 per connection per session for an unlimited number of listeners using one telephone connection and one Internet connection at the same office address.
Thursday, September 9, 2010, 1:00 PM – 2:00 PM.
Live Webinar.
DCI (Data Center Inc.) User Conference
Banking Content
Type of Event: Conferences. Solution: General Banking. Country/State: Kansas.
Sunday, September 12, 2010 – Tuesday, September 14, 2010.
Overland Park Convention Center.
For more info visit www.datacenterinc.com. CSC
Insurance
Type of Event: Conferences. Solution: Insurance. Country/State: Florida.
Sunday, September 12, 2010 – Thursday, September 16, 2010.
Gaylord Palms Hotel and Convention Center.
For more info visit www.csc.com. Symitar's Educational Conference
Banking Content
Type of Event: Conferences. Solution: Deposit. Lending. Country/State: California.
Tuesday, September 14, 2010 – Friday, September 17, 2010.
For more info visit www.symitar.com. Advanced IRA Seminar
IRA Seminars
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IRA Live Seminars - Get on Track and Stay on Track,
Administering IRAs can be challenging. Getting on track will be invaluable as millions of baby boomers prepare to retire and roll their retirement plan assets to IRAs. We can help you stay a step ahead when it comes to new rules and compliance changes, and remaining a source of knowledge for your account owners.
Get on track and stay on track with our Fall, Winter, and Summer IRA Seminar Tours,
Deepen your IRA knowledge on the IRA topics important to you, your account owners, and your financial organization. Our experts will cover a wide range of categories, so you don’t lag behind in any area.
Agenda,
* Required Minimum Distributions
* Beneficiary IRA Administration
* Moving Assets Between IRAs
* Distributions
* Moving Assets Between Employer Plans and IRAs
* Recharacterization and Returned Contributions
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Seminar Information,
Registration 8 A.M. - 8:30 A.M.
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Type of Event: Seminars. Solution: IRA/HSA. Country/State: Kansas. Cost: More than 30 days prior to the seminar, the registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Within 30 days of the seminar, the registration fee is $225 for the first registrant and $210 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expens…
Tuesday, September 14, 2010, 8:00 AM – 4:00 PM.
Wichita, KS 67209
Best Western
6815 W Kellogg
316-942-5600.
Beginner IRA Seminar
IRA Seminars
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IRA Live Seminars - Get on Track and Stay on Track, Administering IRAs can be challenging. Getting on track will be invaluable as millions of baby boomers prepare to retire and roll their retirement plan assets to IRAs. We can help you stay a step ahead when it comes to new rules and compliance changes, and remaining a source of knowledge for your account owners.
Get on track and stay on track with our Fall, Winter, and Summer IRA Seminar Tours,
Deepen your IRA knowledge on the IRA topics important to you, your account owners, and your financial organization. Our experts will cover a wide range of categories, so you don’t lag behind in any area.
Agenda,
* Establishment
* Regular Contribution Eligibility
* Distributions
* Rollovers, Transfers, and Direct Rollovers
* Required Minimum Distributions
* Beneficiary Options
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Seminar Information,
Registration 8 A.M. - 8:30 A.M.
Seminar 8:30 A.M. - 4 P.M.
Lunch Break Noon - 1 P.M. (15-minute morning and afternoon breaks)
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Type of Event: Seminars. Solution: IRA/HSA. Country/State: Wisconsin. Cost: More than 30 days prior to the seminar, the registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Within 30 days of the seminar, the registration fee is $225 for the first registrant and $210 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expens…
Tuesday, September 14, 2010, 8:00 AM – 4:00 PM.
Neenah, WI 54956
Bridgewood Resort Hotel & Conference Center
1000 Cameron Way.
Advanced Compliance Officer Training
Banking Content
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You may have an understanding of how compliance management programs are structured and the general functions of a compliance officer.
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Now it’s time to look at some of the deeper issues, things you may not encounter every day but should have some understanding:
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* Examination planning – what does it mean, how can you prepare – it DOES make a difference
* Examination management – what you can do to make the onsite examination go as smoothly as possible
* Organizational issues – dealing with different organizational structures, committees, etc.
* Supporting the business lines with subject matter expertise while maintaining independence
* Developing a training schedule and gauging the effectiveness of training
* Compliance reviews or audits – why, what, how and how much
* Compliance Management reporting
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The advanced webinar takes the concepts learned in Compliance 101 or Building and Managing an Effective Compliance Management Program webinars…
Type of Event: Webinars-Live. Solution: General Compliance. Country/State: Web. Cost: $199 per connection per session for an unlimited number of listeners using one phone line and the optional Internet connection at the same office address.
Tuesday, September 14, 2010, 11:00 AM – 12:00 PM.
Live Webinar.
Dodd-Frank Financial Regulatory Reform - An Overview
Banking Content
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After considerable debate and discussion, the financial regulatory relief legislation has been passed by Congress and signed into law by President Obama. Said to represent the toughest financial overhaul since the Great Depression, this law will dramatically affect how a financial organization is regulated and operated.
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This webinar will provide an overview of the financial reform legislation recently signed into law. It will discuss various provisions of the bill that significantly impact financial institutions and upcoming compliance effective dates.
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Important topics that will be addressed include, among other things:
* The scope and authority of a new Consumer Regulatory Agency
* The impact of elimination of the Office of Thrift and Supervision charter
* The reduction of federal preemption of state law
* Adverse action requirements involving the disclosure of credit scores
* The ability to pay interest on business checking accounts
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Attendees will…
Type of Event: Webinars-Live. Solution: General Compliance. Country/State: Web. Cost: $199 per connection per session for an unlimited number of listeners using one telephone connection and one Internet connection at the same office address.
Tuesday, September 14, 2010, 1:00 PM – 2:00 PM.
Live Webinar.
IRA Policies & Procedures: What Every Custodian Should Know
Banking Content
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All too often financial organizations face individual retirement account (IRA) issues that aren't necessarily addressed by the tax law or regulations. Furthermore, the IRA agreement includes many provisions for which a financial organization should have a written policy. This webinar examines areas for which a financial organization should consider having a written policy. To ensure consistent policy application, a financial organization will ideally have procedures addressing everything from properly filing establishment documentation to transaction related documentation, and account closure documentation.
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Please join us to:
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* Understand the importance of having written policies
* Discuss a number of items a financial organization may wish to address via a policy
* Understand the importance of having procedures in place for both common and uncommon IRA related issues
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Session Dates
* September 14, 2010
* May 5, 2011
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Type of Event: Webinars-Live. Solution: IRA/HSA. Country/State: Web. Cost: $199 per connection per session for an unlimited number of listeners using one telephone connection and one Internet connection at the same office address.
Tuesday, September 14, 2010, 1:00 PM – 2:00 PM.
Live Webinar.
Beginner IRA Seminar
IRA Seminars
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IRA Live Seminars - Get on Track and Stay on Track,
Administering IRAs can be challenging. Getting on track will be invaluable as millions of baby boomers prepare to retire and roll their retirement plan assets to IRAs. We can help you stay a step ahead when it comes to new rules and compliance changes, and remaining a source of knowledge for your account owners.
Get on track and stay on track with our Fall, Winter, and Summer IRA Seminar Tours,
Deepen your IRA knowledge on the IRA topics important to you, your account owners, and your financial organization. Our experts will cover a wide range of categories, so you don’t lag behind in any area.
Agenda,
* Establishment
* Regular Contribution Eligibility
* Distributions
* Rollovers, Transfers, and Direct Rollovers
* Required Minimum Distributions
* Beneficiary Options
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Seminar Information,
Registration 8 A.M. - 8:30 A.M.
Seminar 8:30 A.M. - 4 P.M.
Lunch Break Noon…
Type of Event: Seminars. Solution: IRA/HSA. Country/State: Ohio. Cost: More than 30 days prior to the seminar, the registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Within 30 days of the seminar, the registration fee is $225 for the first registrant and $210 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expens…
Wednesday, September 15, 2010, 7:00 AM – 3:00 PM.
Columbus, OH 43085
Holiday Inn
7007 N High Street
614-436-0700.
Advanced IRA Seminar
IRA Seminars
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IRA Live Seminars - Get on Track and Stay on Track, Administering IRAs can be challenging. Getting on track will be invaluable as millions of baby boomers prepare to retire and roll their retirement plan assets to IRAs. We can help you stay a step ahead when it comes to new rules and compliance changes, and remaining a source of knowledge for your account owners.
Get on track and stay on track with our Fall, Winter, and Summer IRA Seminar Tours,
Deepen your IRA knowledge on the IRA topics important to you, your account owners, and your financial organization. Our experts will cover a wide range of categories, so you don’t lag behind in any area.
Agenda,
* Required Minimum Distributions
* Beneficiary IRA Administration
* Moving Assets Between IRAs
* Distributions
* Moving Assets Between Employer Plans and IRAs
* Recharacterization and Returned Contributions
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Seminar Information,
Registration 8 A.M. - 8:30 A.M.
Seminar 8:30 A.M. - 4 P.M.
Lunch Break Noon - 1 P.M.…
Type of Event: Seminars. Solution: IRA/HSA. Country/State: Wisconsin. Cost: More than 30 days prior to the seminar, the registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Within 30 days of the seminar, the registration fee is $225 for the first registrant and $210 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expens…
Wednesday, September 15, 2010, 8:00 AM – 4:00 PM.
Neenah, WI 54956
Bridgewood Resort Hotel & Conference Center
1000 Cameron Way.
Intermediate IRA Seminar
IRA Seminars
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IRA Live Seminars - Get on Track and Stay on Track,
Administering IRAs can be challenging. Getting on track will be invaluable as millions of baby boomers prepare to retire and roll their retirement plan assets to IRAs. We can help you stay a step ahead when it comes to new rules and compliance changes, and remaining a source of knowledge for your account owners.
Get on track and stay on track with our Fall, Winter, and Summer IRA Seminar Tours,
Deepen your IRA knowledge on the IRA topics important to you, your account owners, and your financial organization. Our experts will cover a wide range of categories, so you don’t lag behind in any area.
Agenda,
* Regular Contributions
* Distributions
* Rollovers, Transfers, and Direct Rollovers
* Traditional-to-Roth IRA Conversions
* Required Minimum Distributions
* Beneficiary Options
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Seminar Information,
Registration 8 A.M. - 8:30 A.M.
Seminar 8:30 A.M. - 4 P.M.
Lunch…
Type of Event: Seminars. Solution: IRA/HSA. Country/State: Kansas. Cost: More than 30 days prior to the seminar, the registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Within 30 days of the seminar, the registration fee is $225 for the first registrant and $210 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expens…
Wednesday, September 15, 2010, 8:00 AM – 4:00 PM.
Salina, KS 67401
Courtyard By Marriott
3020 Riffel Dr
785-309-1300.
Reverse Mortgages: Opportunity Awaits
Banking Content
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Is a reverse mortgage the right solution for your senior customers? Learn how to identify if the timing is right. A reverse mortgage solution may be just what they need from advisors they can trust. And it might be just what your financial institution needs to offer to retain those customers.
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The market is certainly growing; for the next 17 years, about 10,000 baby boomers will turn 62 each day. Senior customers are looking for stable income streams. Lenders are looking for ways to grow non-spread revenues to meet the needs of their clients. And traditional revenue markets are decreasing. All these trends reveal that the reverse mortgage industry is primed for exponential growth. Reverse mortgages, also known as Home Equity Conversion Mortgages (HECMs), just might be the answer to your organization’s search for new revenue sources and customer retention.
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Join us to discover:
* Recent product changes and what lies ahead for the industry
* The best way to educate seniors…
Type of Event: Webinars-Live. Solution: Mortgage. Country/State: Web. Cost: $249 Purchase of this live webinar session provides you with one connection per session for an unlimited number of listeners using one telephone connection and one Internet connection at the same office address.
Wednesday, September 15, 2010, 11:00 AM – 12:30 PM.
Live Webinar.
Advanced IRA Seminar
IRA Seminars
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IRA Live Seminars - Get on Track and Stay on Track,
Administering IRAs can be challenging. Getting on track will be invaluable as millions of baby boomers prepare to retire and roll their retirement plan assets to IRAs. We can help you stay a step ahead when it comes to new rules and compliance changes, and remaining a source of knowledge for your account owners.
Get on track and stay on track with our Fall, Winter, and Summer IRA Seminar Tours,
Deepen your IRA knowledge on the IRA topics important to you, your account owners, and your financial organization. Our experts will cover a wide range of categories, so you don’t lag behind in any area.
Agenda,
* Required Minimum Distributions
* Beneficiary IRA Administration
* Moving Assets Between IRAs
* Distributions
* Moving Assets Between Employer Plans and IRAs
* Recharacterization and Returned Contributions
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Seminar Information,
Registration 8 A.M. - 8:30 A.M.
…
Type of Event: Seminars. Solution: IRA/HSA. Country/State: Ohio. Cost: More than 30 days prior to the seminar, the registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Within 30 days of the seminar, the registration fee is $225 for the first registrant and $210 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expens…
Thursday, September 16, 2010, 7:00 AM – 3:00 PM.
Columbus, OH 43085
Holiday Inn
7007 N High Street
614-436-0700.
Beginner IRA Seminar
IRA Seminars
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,
IRA Live Seminars - Get on Track and Stay on Track, Administering IRAs can be challenging. Getting on track will be invaluable as millions of baby boomers prepare to retire and roll their retirement plan assets to IRAs. We can help you stay a step ahead when it comes to new rules and compliance changes, and remaining a source of knowledge for your account owners.
Get on track and stay on track with our Fall, Winter, and Summer IRA Seminar Tours,
Deepen your IRA knowledge on the IRA topics important to you, your account owners, and your financial organization. Our experts will cover a wide range of categories, so you don’t lag behind in any area.
Agenda,
* Establishment
* Regular Contribution Eligibility
* Distributions
* Rollovers, Transfers, and Direct Rollovers
* Required Minimum Distributions
* Beneficiary Options
,
Seminar Information,
Registration 8 A.M. - 8:30 A.M.
Seminar 8:30 A.M. - 4 P.M.
Lunch Break Noon - 1 P.M. (15-minute morning and afternoon breaks)
, …
Type of Event: Seminars. Solution: IRA/HSA. Country/State: Wisconsin. Cost: More than 30 days prior to the seminar, the registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Within 30 days of the seminar, the registration fee is $225 for the first registrant and $210 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expens…
Thursday, September 16, 2010, 8:00 AM – 4:00 PM.
Eau Claire, WI 54701
Holiday Inn Campus Area
2703 Craig Road.
Intermediate IRA Seminar
IRA Seminars
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,
IRA Live Seminars - Get on Track and Stay on Track,
Administering IRAs can be challenging. Getting on track will be invaluable as millions of baby boomers prepare to retire and roll their retirement plan assets to IRAs. We can help you stay a step ahead when it comes to new rules and compliance changes, and remaining a source of knowledge for your account owners.
Get on track and stay on track with our Fall, Winter, and Summer IRA Seminar Tours,
Deepen your IRA knowledge on the IRA topics important to you, your account owners, and your financial organization. Our experts will cover a wide range of categories, so you don’t lag behind in any area.
Agenda,
* Regular Contributions
* Distributions
* Rollovers, Transfers, and Direct Rollovers
* Traditional-to-Roth IRA Conversions
* Required Minimum Distributions
* Beneficiary Options
,
Seminar Information,
Registration 8 A.M. - 8:30 A.M.
Seminar 8:30 A.M. - 4 P.M.
Lunch…
Type of Event: Seminars. Solution: IRA/HSA. Country/State: Kansas. Cost: More than 30 days prior to the seminar, the registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Within 30 days of the seminar, the registration fee is $225 for the first registrant and $210 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expens…
Thursday, September 16, 2010, 8:00 AM – 4:00 PM.
Topeka, KS 66606
Holiday Inn--West
605 Sw Fairlawn Road
785-272-8040.
Risk-Based Pricing: Final Rules Under the FACT ACT
Banking Content
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On December 22, 2009, more than six years after the passage of the FACT Act, the last regulations under that law were finally released. They require that as of January 1, 2011, if a financial institution engages in risk-based pricing, it must give a risk-based pricing notice.
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The rules require a creditor to provide a customer with a notice when, based on the customer’s credit report, the creditor provides credit on less favorable terms than it provides to other customers. Customers who receive this risk-based pricing notice can obtain a free credit report to check the accuracy of the report.
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What does this mean for your financial institution? Join us and learn more about:
* The definition of risk-based pricing
* Five model documents, including Risk-Based Notice, No Credit Score Disclosure, Account Review Disclosure and more
* Exception Disclosure Requirements
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Learn everything you need to know about the requirements of the regulation, how to implement them as…
Type of Event: Webinars-Live. Solution: Mortgage. Country/State: Web. Cost: $249 Purchase of this live webinar session provides you with one connection per session for an unlimited number of listeners using one telephone connection and one Internet connection at the same office address.
Thursday, September 16, 2010, 11:00 AM – 12:30 PM.
Live Webinar.
IRA Self Audit: What to Look For
Banking Content
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Operating a compliant individual retirement account (IRA) program is essential in protecting your financial organization and its customers. This webinar examines some of the key areas a financial organization should concentrate on to ensure it is operating within the parameters of the tax law and regulations. Topics include proper IRA establishment and disclosure, file maintenance, reporting, income tax withholding, and a host of other important topics a financial organization should consider reviewing to ensure passage of an audit.
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Please join us to:
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* Understand the importance of operating a compliant IRA program
* Understand the importance of providing establishment documents and disclosures
* Understand the importance of proper and timely reporting
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Session Dates
* September 16, 2010
* May 3, 2011
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Type of Event: Webinars-Live. Solution: IRA/HSA. Country/State: Web. Cost: $199 per connection per session for an unlimited number of listeners using one telephone connection and one Internet connection at the same office address.
Thursday, September 16, 2010, 1:00 PM – 2:00 PM.
Live Webinar.
Advanced IRA Seminar
IRA Seminars
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,
IRA Live Seminars - Get on Track and Stay on Track, Administering IRAs can be challenging. Getting on track will be invaluable as millions of baby boomers prepare to retire and roll their retirement plan assets to IRAs. We can help you stay a step ahead when it comes to new rules and compliance changes, and remaining a source of knowledge for your account owners.
Get on track and stay on track with our Fall, Winter, and Summer IRA Seminar Tours,
Deepen your IRA knowledge on the IRA topics important to you, your account owners, and your financial organization. Our experts will cover a wide range of categories, so you don’t lag behind in any area.
Agenda,
* Required Minimum Distributions
* Beneficiary IRA Administration
* Moving Assets Between IRAs
* Distributions
* Moving Assets Between Employer Plans and IRAs
* Recharacterization and Returned Contributions
,
Seminar Information,
Registration 8 A.M. - 8:30 A.M.
Seminar 8:30 A.M. - 4 P.M.
Lunch Break Noon - 1 P.M.…
Type of Event: Seminars. Solution: IRA/HSA. Country/State: Wisconsin. Cost: More than 30 days prior to the seminar, the registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Within 30 days of the seminar, the registration fee is $225 for the first registrant and $210 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expens…
Friday, September 17, 2010, 8:00 AM – 4:00 PM.
Eau Claire, WI 54701
Holiday Inn Campus Area
2703 Craig Road.
ACAMS Annual International Money Laundering Conference (PCi)
Banking Content
Type of Event: Conferences. Solution: Enterprise Risk Management. General Compliance. Country/State: Nevada.
Monday, September 20, 2010 – Wednesday, September 22, 2010.
Mandalay Bay Resort
3950 Las Vegas Boulevard South
Las Vegas, NV 89119.
For more info visit www.acamsglobal.org. Leedom Group Buy Here Pay Here Strategy Summit
Banking Content
Type of Event: Conferences. Solution: Auto. Indirect Lending. Country/State: Nevada.
Monday, September 20, 2010 – Wednesday, September 22, 2010.
Caesars Palace
Las Vegas, NC.
For more info visit www.twentygroups.com. Advent
Securities
Type of Event: Conferences. Solution: Securities. Country/State: Nevada.
Monday, September 20, 2010 – Wednesday, September 22, 2010.
The Bellagio Hotel
Las Vegas, NV.
For more info visit www.advent.com. Advanced IRA Seminar
IRA Seminars
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,
IRA Live Seminars - Get on Track and Stay on Track,
Administering IRAs can be challenging. Getting on track will be invaluable as millions of baby boomers prepare to retire and roll their retirement plan assets to IRAs. We can help you stay a step ahead when it comes to new rules and compliance changes, and remaining a source of knowledge for your account owners.
Get on track and stay on track with our Fall, Winter, and Summer IRA Seminar Tours,
Deepen your IRA knowledge on the IRA topics important to you, your account owners, and your financial organization. Our experts will cover a wide range of categories, so you don’t lag behind in any area.
Agenda,
* Required Minimum Distributions
* Beneficiary IRA Administration
* Moving Assets Between IRAs
* Distributions
* Moving Assets Between Employer Plans and IRAs
* Recharacterization and Returned Contributions
,
Seminar Information,
Registration 8 A.M. - 8:30 A.M.
…
Type of Event: Seminars. Solution: IRA/HSA. Country/State: West Virginia. Cost: More than 30 days prior to the seminar, the registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Within 30 days of the seminar, the registration fee is $225 for the first registrant and $210 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expens…
Tuesday, September 21, 2010, 7:00 AM – 3:00 PM.
Charleston, WV 25301
Marriott--Town Center
200 E Lee Street
304-345-6500.
Beginner IRA Seminar
IRA Seminars
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,
IRA Live Seminars - Get on Track and Stay on Track, Administering IRAs can be challenging. Getting on track will be invaluable as millions of baby boomers prepare to retire and roll their retirement plan assets to IRAs. We can help you stay a step ahead when it comes to new rules and compliance changes, and remaining a source of knowledge for your account owners.
Get on track and stay on track with our Fall, Winter, and Summer IRA Seminar Tours,
Deepen your IRA knowledge on the IRA topics important to you, your account owners, and your financial organization. Our experts will cover a wide range of categories, so you don’t lag behind in any area.
Agenda,
* Establishment
* Regular Contribution Eligibility
* Distributions
* Rollovers, Transfers, and Direct Rollovers
* Required Minimum Distributions
* Beneficiary Options
,
Seminar Information,
Registration 8 A.M. - 8:30 A.M.
Seminar 8:30 A.M. - 4 P.M.
Lunch Break Noon - 1 P.M. (15-minute morning and afternoon breaks)
, …
Type of Event: Seminars. Solution: IRA/HSA. Country/State: Wisconsin. Cost: More than 30 days prior to the seminar, the registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Within 30 days of the seminar, the registration fee is $225 for the first registrant and $210 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expens…
Tuesday, September 21, 2010, 8:00 AM – 4:00 PM.
Madison, WI 53718
Holiday Inn at the American Center
5109 West Terrace Drive.
Intermediate IRA Seminar
IRA Seminars
,
,
IRA Live Seminars - Get on Track and Stay on Track,
Administering IRAs can be challenging. Getting on track will be invaluable as millions of baby boomers prepare to retire and roll their retirement plan assets to IRAs. We can help you stay a step ahead when it comes to new rules and compliance changes, and remaining a source of knowledge for your account owners.
Get on track and stay on track with our Fall, Winter, and Summer IRA Seminar Tours,
Deepen your IRA knowledge on the IRA topics important to you, your account owners, and your financial organization. Our experts will cover a wide range of categories, so you don’t lag behind in any area.
Agenda,
* Regular Contributions
* Distributions
* Rollovers, Transfers, and Direct Rollovers
* Traditional-to-Roth IRA Conversions
* Required Minimum Distributions
* Beneficiary Options
,
Seminar Information,
Registration 8 A.M. - 8:30 A.M.
Seminar 8:30 A.M. - 4 P.M.
Lunch…
Type of Event: Seminars. Solution: IRA/HSA. Country/State: Illinois. Cost: More than 30 days prior to the seminar, the registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Within 30 days of the seminar, the registration fee is $225 for the first registrant and $210 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expens…
Tuesday, September 21, 2010, 8:00 AM – 4:00 PM.
Peoria, IL 61602
Holiday Inn--City Centre
500 Hamilton Blvd.
309-674-2500.
Advanced IRA Seminar
IRA Seminars
,
,
IRA Live Seminars - Get on Track and Stay on Track,
Administering IRAs can be challenging. Getting on track will be invaluable as millions of baby boomers prepare to retire and roll their retirement plan assets to IRAs. We can help you stay a step ahead when it comes to new rules and compliance changes, and remaining a source of knowledge for your account owners.
Get on track and stay on track with our Fall, Winter, and Summer IRA Seminar Tours,
Deepen your IRA knowledge on the IRA topics important to you, your account owners, and your financial organization. Our experts will cover a wide range of categories, so you don’t lag behind in any area.
Agenda,
* Required Minimum Distributions
* Beneficiary IRA Administration
* Moving Assets Between IRAs
* Distributions
* Moving Assets Between Employer Plans and IRAs
* Recharacterization and Returned Contributions
,
Seminar Information,
Registration 8 A.M. - 8:30 A.M.
…
Type of Event: Seminars. Solution: IRA/HSA. Country/State: Wyoming. Cost: More than 30 days prior to the seminar, the registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Within 30 days of the seminar, the registration fee is $225 for the first registrant and $210 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expens…
Tuesday, September 21, 2010, 9:00 AM – 5:00 PM.
Cheyenne, WY 82001
Little America Hotel
2800 W Lincolnway
307-775-8400.
The Bureau of Consumer Financial Protection: A new banking regulator with new authority
Banking Content
,
,
A new independent regulatory watchdog has been created pursuant to the financial reform legislation. The Bureau of Consumer Financial Protection will be housed at the Federal Reserve and will have the authority to oversee consumer protection disclosures and practices for certain financial institutions.
,
This webinar will provide an in-depth review of the new Bureau of Consumer Financial Protection. It will discuss, in detail, the rule making and examination authority of this new Bureau and the overall impact on financial institutions it regulates.
,
Important topics that will be addressed include, among other things:
,
* Independent Rule Writing: The new Bureau will have authority to write consumer protection rules governing all financial institutions that offer consumer financial services or products. We will discuss what these rules mean for your organization and how they mesh with other regulatory requirements.
* Examination and Enforcement: Those banks and credit…
Type of Event: Webinars-Live. Solution: General Compliance. Country/State: Web. Cost: $199 per connection per session for an unlimited number of listeners using one telephone connection and one Internet connection at the same office address.
Tuesday, September 21, 2010, 11:00 AM – 12:00 PM.
Live Webinar.
DACA 19th Annual Conference
Banking Content
Type of Event: Conferences. Solution: Enterprise Risk Management. General Compliance. Country/State: Texas.
Wednesday, September 22, 2010.
The Crowne Plaza Dallas
14315 Midway Road
Addison, TX 75001.
For more info visit dacaonline.org. Intermediate IRA Seminar
IRA Seminars
,
,
IRA Live Seminars - Get on Track and Stay on Track,
Administering IRAs can be challenging. Getting on track will be invaluable as millions of baby boomers prepare to retire and roll their retirement plan assets to IRAs. We can help you stay a step ahead when it comes to new rules and compliance changes, and remaining a source of knowledge for your account owners.
Get on track and stay on track with our Fall, Winter, and Summer IRA Seminar Tours,
Deepen your IRA knowledge on the IRA topics important to you, your account owners, and your financial organization. Our experts will cover a wide range of categories, so you don’t lag behind in any area.
Agenda,
* Regular Contributions
* Distributions
* Rollovers, Transfers, and Direct Rollovers
* Traditional-to-Roth IRA Conversions
* Required Minimum Distributions
* Beneficiary Options
,
Seminar Information,
Registration 8 A.M. - 8:30 A.M.
Seminar 8:30 A.M. - 4 P.M.
Lunch…
Type of Event: Seminars. Solution: IRA/HSA. Country/State: West Virginia. Cost: More than 30 days prior to the seminar, the registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Within 30 days of the seminar, the registration fee is $225 for the first registrant and $210 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expens…
Wednesday, September 22, 2010, 7:00 AM – 3:00 PM.
Morgantown, WV 26508
Lakeview Resort & Conf. Center
One Lakeview Dr.
304-594-1111.
Advanced IRA Seminar
IRA Seminars
,
,
IRA Live Seminars - Get on Track and Stay on Track, Administering IRAs can be challenging. Getting on track will be invaluable as millions of baby boomers prepare to retire and roll their retirement plan assets to IRAs. We can help you stay a step ahead when it comes to new rules and compliance changes, and remaining a source of knowledge for your account owners.
Get on track and stay on track with our Fall, Winter, and Summer IRA Seminar Tours,
Deepen your IRA knowledge on the IRA topics important to you, your account owners, and your financial organization. Our experts will cover a wide range of categories, so you don’t lag behind in any area.
Agenda,
* Required Minimum Distributions
* Beneficiary IRA Administration
* Moving Assets Between IRAs
* Distributions
* Moving Assets Between Employer Plans and IRAs
* Recharacterization and Returned Contributions
,
Seminar Information,
Registration 8 A.M. - 8:30 A.M.
Seminar 8:30 A.M. - 4 P.M.
Lunch Break Noon - 1 P.M.…
Type of Event: Seminars. Solution: IRA/HSA. Country/State: Wisconsin. Cost: More than 30 days prior to the seminar, the registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Within 30 days of the seminar, the registration fee is $225 for the first registrant and $210 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expens…
Wednesday, September 22, 2010, 8:00 AM – 4:00 PM.
Madison, WI 53718
Holiday Inn at the American Center
5109 West Terrace Drive.
Beginner IRA Seminar
IRA Seminars
,
,
IRA Live Seminars - Get on Track and Stay on Track,
Administering IRAs can be challenging. Getting on track will be invaluable as millions of baby boomers prepare to retire and roll their retirement plan assets to IRAs. We can help you stay a step ahead when it comes to new rules and compliance changes, and remaining a source of knowledge for your account owners.
Get on track and stay on track with our Fall, Winter, and Summer IRA Seminar Tours,
Deepen your IRA knowledge on the IRA topics important to you, your account owners, and your financial organization. Our experts will cover a wide range of categories, so you don’t lag behind in any area.
Agenda,
* Establishment
* Regular Contribution Eligibility
* Distributions
* Rollovers, Transfers, and Direct Rollovers
* Required Minimum Distributions
* Beneficiary Options
,
Seminar Information,
Registration 8 A.M. - 8:30 A.M.
Seminar 8:30 A.M. - 4 P.M.
Lunch Break Noon…
Type of Event: Seminars. Solution: IRA/HSA. Country/State: Illinois. Cost: More than 30 days prior to the seminar, the registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Within 30 days of the seminar, the registration fee is $225 for the first registrant and $210 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expens…
Wednesday, September 22, 2010, 8:00 AM – 4:00 PM.
Springfield, IL 62701
Hilton
700 E Adams Street
217-789-1530.
Advanced IRA Seminar
IRA Seminars
,
,
IRA Live Seminars - Get on Track and Stay on Track,
Administering IRAs can be challenging. Getting on track will be invaluable as millions of baby boomers prepare to retire and roll their retirement plan assets to IRAs. We can help you stay a step ahead when it comes to new rules and compliance changes, and remaining a source of knowledge for your account owners.
Get on track and stay on track with our Fall, Winter, and Summer IRA Seminar Tours,
Deepen your IRA knowledge on the IRA topics important to you, your account owners, and your financial organization. Our experts will cover a wide range of categories, so you don’t lag behind in any area.
Agenda,
* Required Minimum Distributions
* Beneficiary IRA Administration
* Moving Assets Between IRAs
* Distributions
* Moving Assets Between Employer Plans and IRAs
* Recharacterization and Returned Contributions
,
Seminar Information,
Registration 8 A.M. - 8:30 A.M.
…
Type of Event: Seminars. Solution: IRA/HSA. Country/State: Colorado. Cost: More than 30 days prior to the seminar, the registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Within 30 days of the seminar, the registration fee is $225 for the first registrant and $210 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expens…
Wednesday, September 22, 2010, 9:00 AM – 5:00 PM.
Colorado Springs, CO 80919
Embassy Suites
7290 Commerce Center Dr.
719-599-9100.
Advanced IRA Seminar
IRA Seminars
,
,
IRA Live Seminars - Get on Track and Stay on Track,
Administering IRAs can be challenging. Getting on track will be invaluable as millions of baby boomers prepare to retire and roll their retirement plan assets to IRAs. We can help you stay a step ahead when it comes to new rules and compliance changes, and remaining a source of knowledge for your account owners.
Get on track and stay on track with our Fall, Winter, and Summer IRA Seminar Tours,
Deepen your IRA knowledge on the IRA topics important to you, your account owners, and your financial organization. Our experts will cover a wide range of categories, so you don’t lag behind in any area.
Agenda,
* Required Minimum Distributions
* Beneficiary IRA Administration
* Moving Assets Between IRAs
* Distributions
* Moving Assets Between Employer Plans and IRAs
* Recharacterization and Returned Contributions
,
Seminar Information,
Registration 8 A.M. - 8:30 A.M.
…
Type of Event: Seminars. Solution: IRA/HSA. Country/State: Pennsylvania. Cost: More than 30 days prior to the seminar, the registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Within 30 days of the seminar, the registration fee is $225 for the first registrant and $210 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expens…
Thursday, September 23, 2010, 7:00 AM – 3:00 PM.
Coraopolis, PA 15108
Holiday Inn Airport
8256 University Blvd
412-262-3600.
Advanced IRA Seminar
IRA Seminars
,
,
IRA Live Seminars - Get on Track and Stay on Track,
Administering IRAs can be challenging. Getting on track will be invaluable as millions of baby boomers prepare to retire and roll their retirement plan assets to IRAs. We can help you stay a step ahead when it comes to new rules and compliance changes, and remaining a source of knowledge for your account owners.
Get on track and stay on track with our Fall, Winter, and Summer IRA Seminar Tours,
Deepen your IRA knowledge on the IRA topics important to you, your account owners, and your financial organization. Our experts will cover a wide range of categories, so you don’t lag behind in any area.
Agenda,
* Required Minimum Distributions
* Beneficiary IRA Administration
* Moving Assets Between IRAs
* Distributions
* Moving Assets Between Employer Plans and IRAs
* Recharacterization and Returned Contributions
,
Seminar Information,
Registration 8 A.M. - 8:30 A.M.
…
Type of Event: Seminars. Solution: IRA/HSA. Country/State: Illinois. Cost: More than 30 days prior to the seminar, the registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Within 30 days of the seminar, the registration fee is $225 for the first registrant and $210 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expens…
Thursday, September 23, 2010, 8:00 AM – 4:00 PM.
Springfield, IL 62701
Hilton
700 E Adams Street
217-789-1530.
Advanced IRA Seminar
IRA Seminars
,
,
IRA Live Seminars - Get on Track and Stay on Track,
Administering IRAs can be challenging. Getting on track will be invaluable as millions of baby boomers prepare to retire and roll their retirement plan assets to IRAs. We can help you stay a step ahead when it comes to new rules and compliance changes, and remaining a source of knowledge for your account owners.
Get on track and stay on track with our Fall, Winter, and Summer IRA Seminar Tours,
Deepen your IRA knowledge on the IRA topics important to you, your account owners, and your financial organization. Our experts will cover a wide range of categories, so you don’t lag behind in any area.
Agenda,
* Required Minimum Distributions
* Beneficiary IRA Administration
* Moving Assets Between IRAs
* Distributions
* Moving Assets Between Employer Plans and IRAs
* Recharacterization and Returned Contributions
,
Seminar Information,
Registration 8 A.M. - 8:30 A.M.
…
Type of Event: Seminars. Solution: IRA/HSA. Country/State: Colorado. Cost: More than 30 days prior to the seminar, the registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Within 30 days of the seminar, the registration fee is $225 for the first registrant and $210 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expens…
Thursday, September 23, 2010, 9:00 AM – 5:00 PM.
Denver, CO 80207
Holiday Inn Stapleton
3333 Quebec St.
303-321-3500.
Focus On What Matters: Project Management Tips and Tools for Compliance Officers
Banking Content
,
,
Compliance management is challenging on a day-to-day basis. The inevitable, additional compliance projects can make any compliance officer’s job seem overwhelming. Handling regulatory changes, preparing for examinations or planning any other compliance-related programs requires a lot of information gathering and organizing. As a compliance officer in a financial institution, you have to be in charge of managing your compliance programs effectively. In short, you cannot afford to miss anything.
,
This 60-minute webinar will show you how to initiate, plan, execute and complete projects efficiently. You will pick up valuable tips and tools on how to approach compliance project planning and building a knowledge base to improve future compliance projects.
,
Please join us to learn more about:
- High level introduction to project management concepts
- How to apply practical tools to typical compliance management challenges
- How you can improve the effectiveness and…
Type of Event: Webinars-Live. Solution: General Compliance. Country/State: Web. Cost: $199 per connection per session for an unlimited number of listeners using one telephone connection and one Internet connection at the same office address.
Thursday, September 23, 2010, 1:00 PM – 2:00 PM.
Live Webinar.
Fiserv PIP Client Conference
Banking Content
Type of Event: Conferences. Solution: General Banking. Country/State: Florida.
Sunday, September 26, 2010 – Wednesday, September 29, 2010.
Disney's Yacht & Beach Club Resort.
For more info visit pip.fiserv.com. ICI Tax & Accounting Conference
Securities
Type of Event: Conferences. Solution: Securities. Country/State: Arizona.
Sunday, September 26, 2010 – Wednesday, September 29, 2010.
JW Marriott Desert Ridge Resort & Spa
5350 E. Marriott Drive
Phoenix, AZ 85054.
For more info visit www.ici.org. Wisconsin Bankers Association Technology Conference
Banking Content
Type of Event: Conferences. Tradeshows. Solution: Deposit. Indirect Lending. IRA/HSA. Lending. Mortgage. Country/State: Wisconsin.
Tuesday, September 28, 2010 – Wednesday, September 29, 2010.
Radisson Paper Valley Hotel
333 W. College Avenue
Appleton, WI 54911.
For more info visit www.wisbank.com. Beginner IRA Seminar
IRA Seminars
,
,
IRA Live Seminars - Get on Track and Stay on Track,
Administering IRAs can be challenging. Getting on track will be invaluable as millions of baby boomers prepare to retire and roll their retirement plan assets to IRAs. We can help you stay a step ahead when it comes to new rules and compliance changes, and remaining a source of knowledge for your account owners.
Get on track and stay on track with our Fall, Winter, and Summer IRA Seminar Tours,
Deepen your IRA knowledge on the IRA topics important to you, your account owners, and your financial organization. Our experts will cover a wide range of categories, so you don’t lag behind in any area.
Agenda,
* Establishment
* Regular Contribution Eligibility
* Distributions
* Rollovers, Transfers, and Direct Rollovers
* Required Minimum Distributions
* Beneficiary Options
,
Seminar Information,
Registration 8 A.M. - 8:30 A.M.
Seminar 8:30 A.M. - 4 P.M.
Lunch Break Noon…
Type of Event: Seminars. Solution: IRA/HSA. Country/State: Pennsylvania. Cost: More than 30 days prior to the seminar, the registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Within 30 days of the seminar, the registration fee is $225 for the first registrant and $210 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expens…
Tuesday, September 28, 2010, 7:00 AM – 3:00 PM.
Wilkes-Barre, PA 18702
The Woodlands Inn & Resort
1073 Hwy. 315
570-824-9831.
Intermediate IRA Seminar
IRA Seminars
,
,
IRA Live Seminars - Get on Track and Stay on Track,
Administering IRAs can be challenging. Getting on track will be invaluable as millions of baby boomers prepare to retire and roll their retirement plan assets to IRAs. We can help you stay a step ahead when it comes to new rules and compliance changes, and remaining a source of knowledge for your account owners.
Get on track and stay on track with our Fall, Winter, and Summer IRA Seminar Tours,
Deepen your IRA knowledge on the IRA topics important to you, your account owners, and your financial organization. Our experts will cover a wide range of categories, so you don’t lag behind in any area.
Agenda,
* Regular Contributions
* Distributions
* Rollovers, Transfers, and Direct Rollovers
* Traditional-to-Roth IRA Conversions
* Required Minimum Distributions
* Beneficiary Options
,
Seminar Information,
Registration 8 A.M. - 8:30 A.M.
Seminar 8:30 A.M. - 4 P.M.
Lunch…
Type of Event: Seminars. Solution: IRA/HSA. Country/State: Michigan. Cost: More than 30 days prior to the seminar, the registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Within 30 days of the seminar, the registration fee is $225 for the first registrant and $210 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expens…
Tuesday, September 28, 2010, 7:00 AM – 3:00 PM.
Marquette, MI 49855
Holiday Inn
1951 W Hwy. 41
906-315-4211.
Advanced IRA Seminar
IRA Seminars
,
,
IRA Live Seminars - Get on Track and Stay on Track,
Administering IRAs can be challenging. Getting on track will be invaluable as millions of baby boomers prepare to retire and roll their retirement plan assets to IRAs. We can help you stay a step ahead when it comes to new rules and compliance changes, and remaining a source of knowledge for your account owners.
Get on track and stay on track with our Fall, Winter, and Summer IRA Seminar Tours,
Deepen your IRA knowledge on the IRA topics important to you, your account owners, and your financial organization. Our experts will cover a wide range of categories, so you don’t lag behind in any area.
Agenda,
* Required Minimum Distributions
* Beneficiary IRA Administration
* Moving Assets Between IRAs
* Distributions
* Moving Assets Between Employer Plans and IRAs
* Recharacterization and Returned Contributions
,
Seminar Information,
Registration 8 A.M. - 8:30 A.M.
…
Type of Event: Seminars. Solution: IRA/HSA. Country/State: Nebraska. Cost: More than 30 days prior to the seminar, the registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Within 30 days of the seminar, the registration fee is $225 for the first registrant and $210 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expens…
Tuesday, September 28, 2010, 8:00 AM – 4:00 PM.
Norfolk, NE 68701
Holiday Inn Express
920 S 20Th Street
402-379-1524.
Advanced IRA Seminar
IRA Seminars
,
,
IRA Live Seminars - Get on Track and Stay on Track,
Administering IRAs can be challenging. Getting on track will be invaluable as millions of baby boomers prepare to retire and roll their retirement plan assets to IRAs. We can help you stay a step ahead when it comes to new rules and compliance changes, and remaining a source of knowledge for your account owners.
Get on track and stay on track with our Fall, Winter, and Summer IRA Seminar Tours,
Deepen your IRA knowledge on the IRA topics important to you, your account owners, and your financial organization. Our experts will cover a wide range of categories, so you don’t lag behind in any area.
Agenda,
* Required Minimum Distributions
* Beneficiary IRA Administration
* Moving Assets Between IRAs
* Distributions
* Moving Assets Between Employer Plans and IRAs
* Recharacterization and Returned Contributions
,
Seminar Information,
Registration 8 A.M. - 8:30 A.M.
…
Type of Event: Seminars. Solution: IRA/HSA. Country/State: Illinois. Cost: More than 30 days prior to the seminar, the registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Within 30 days of the seminar, the registration fee is $225 for the first registrant and $210 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expens…
Tuesday, September 28, 2010, 8:00 AM – 4:00 PM.
Oak Lawn, IL 60453
Hilton Oak Lawn
9333 S Cicero Ave
708-425-7800.
Advanced IRA Seminar
IRA Seminars
,
,
IRA Live Seminars - Get on Track and Stay on Track,
Administering IRAs can be challenging. Getting on track will be invaluable as millions of baby boomers prepare to retire and roll their retirement plan assets to IRAs. We can help you stay a step ahead when it comes to new rules and compliance changes, and remaining a source of knowledge for your account owners.
Get on track and stay on track with our Fall, Winter, and Summer IRA Seminar Tours,
Deepen your IRA knowledge on the IRA topics important to you, your account owners, and your financial organization. Our experts will cover a wide range of categories, so you don’t lag behind in any area.
Agenda,
* Required Minimum Distributions
* Beneficiary IRA Administration
* Moving Assets Between IRAs
* Distributions
* Moving Assets Between Employer Plans and IRAs
* Recharacterization and Returned Contributions
,
Seminar Information,
Registration 8 A.M. - 8:30 A.M.
…
Type of Event: Seminars. Solution: IRA/HSA. Country/State: Pennsylvania. Cost: More than 30 days prior to the seminar, the registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Within 30 days of the seminar, the registration fee is $225 for the first registrant and $210 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expens…
Wednesday, September 29, 2010, 7:00 AM – 3:00 PM.
Harrisburg, PA 17111
Hilton Garden Inn East
3943 Tecport Dr
717-635-7299.
Beginner IRA Seminar
IRA Seminars
,
,
IRA Live Seminars - Get on Track and Stay on Track,
Administering IRAs can be challenging. Getting on track will be invaluable as millions of baby boomers prepare to retire and roll their retirement plan assets to IRAs. We can help you stay a step ahead when it comes to new rules and compliance changes, and remaining a source of knowledge for your account owners.
Get on track and stay on track with our Fall, Winter, and Summer IRA Seminar Tours,
Deepen your IRA knowledge on the IRA topics important to you, your account owners, and your financial organization. Our experts will cover a wide range of categories, so you don’t lag behind in any area.
Agenda,
* Establishment
* Regular Contribution Eligibility
* Distributions
* Rollovers, Transfers, and Direct Rollovers
* Required Minimum Distributions
* Beneficiary Options
,
Seminar Information,
Registration 8 A.M. - 8:30 A.M.
Seminar 8:30 A.M. - 4 P.M.
Lunch Break Noon…
Type of Event: Seminars. Solution: IRA/HSA. Country/State: Michigan. Cost: More than 30 days prior to the seminar, the registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Within 30 days of the seminar, the registration fee is $225 for the first registrant and $210 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expens…
Wednesday, September 29, 2010, 7:00 AM – 3:00 PM.
Grand Rapids, MI 49512
Hilton
4747 28Th St, S.E.
616-957-0100.
Beginner IRA Seminar
IRA Seminars
,
,
IRA Live Seminars - Get on Track and Stay on Track,
Administering IRAs can be challenging. Getting on track will be invaluable as millions of baby boomers prepare to retire and roll their retirement plan assets to IRAs. We can help you stay a step ahead when it comes to new rules and compliance changes, and remaining a source of knowledge for your account owners.
Get on track and stay on track with our Fall, Winter, and Summer IRA Seminar Tours,
Deepen your IRA knowledge on the IRA topics important to you, your account owners, and your financial organization. Our experts will cover a wide range of categories, so you don’t lag behind in any area.
Agenda,
* Establishment
* Regular Contribution Eligibility
* Distributions
* Rollovers, Transfers, and Direct Rollovers
* Required Minimum Distributions
* Beneficiary Options
,
Seminar Information,
Registration 8 A.M. - 8:30 A.M.
Seminar 8:30 A.M. - 4 P.M.
Lunch Break Noon…
Type of Event: Seminars. Solution: IRA/HSA. Country/State: Minnesota. Cost: More than 30 days prior to the seminar, the registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Within 30 days of the seminar, the registration fee is $225 for the first registrant and $210 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expens…
Wednesday, September 29, 2010, 8:00 AM – 4:00 PM.
St. Cloud, MN 56301
Radisson Suites Hotel
404 W St. Germain
320-654-1661.
Beginner IRA Seminar
IRA Seminars
,
,
IRA Live Seminars - Get on Track and Stay on Track,
Administering IRAs can be challenging. Getting on track will be invaluable as millions of baby boomers prepare to retire and roll their retirement plan assets to IRAs. We can help you stay a step ahead when it comes to new rules and compliance changes, and remaining a source of knowledge for your account owners.
Get on track and stay on track with our Fall, Winter, and Summer IRA Seminar Tours,
Deepen your IRA knowledge on the IRA topics important to you, your account owners, and your financial organization. Our experts will cover a wide range of categories, so you don’t lag behind in any area.
Agenda,
* Establishment
* Regular Contribution Eligibility
* Distributions
* Rollovers, Transfers, and Direct Rollovers
* Required Minimum Distributions
* Beneficiary Options
,
Seminar Information,
Registration 8 A.M. - 8:30 A.M.
Seminar 8:30 A.M. - 4 P.M.
Lunch Break Noon…
Type of Event: Seminars. Solution: IRA/HSA. Country/State: Nebraska. Cost: More than 30 days prior to the seminar, the registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Within 30 days of the seminar, the registration fee is $225 for the first registrant and $210 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expens…
Wednesday, September 29, 2010, 8:00 AM – 4:00 PM.
Grand Island, NE 68803
Quality Inn
7838 S Us Hwy 281
308-384-7770.
Community Bankers Association of Illinois Conv.
Banking Content
Type of Event: Conferences. Solution: General Banking. Country/State: Kentucky.
Thursday, September 30, 2010 – Saturday, October 2, 2010.
Galt House
Louisville, KY.
For more info visit www.cbai.com. Advanced IRA Seminar
IRA Seminars
,
,
IRA Live Seminars - Get on Track and Stay on Track,
Administering IRAs can be challenging. Getting on track will be invaluable as millions of baby boomers prepare to retire and roll their retirement plan assets to IRAs. We can help you stay a step ahead when it comes to new rules and compliance changes, and remaining a source of knowledge for your account owners.
Get on track and stay on track with our Fall, Winter, and Summer IRA Seminar Tours,
Deepen your IRA knowledge on the IRA topics important to you, your account owners, and your financial organization. Our experts will cover a wide range of categories, so you don’t lag behind in any area.
Agenda,
* Required Minimum Distributions
* Beneficiary IRA Administration
* Moving Assets Between IRAs
* Distributions
* Moving Assets Between Employer Plans and IRAs
* Recharacterization and Returned Contributions
,
Seminar Information,
Registration 8 A.M. - 8:30 A.M.
…
Type of Event: Seminars. Solution: IRA/HSA. Country/State: Michigan. Cost: More than 30 days prior to the seminar, the registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Within 30 days of the seminar, the registration fee is $225 for the first registrant and $210 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expens…
Thursday, September 30, 2010, 7:00 AM – 3:00 PM.
Lansing, MI 48912
Courtyard By Marriott
2710 Lake Lansing Rd
517-482-0500.
Beginner IRA Seminar
IRA Seminars
,
,
IRA Live Seminars - Get on Track and Stay on Track,
Administering IRAs can be challenging. Getting on track will be invaluable as millions of baby boomers prepare to retire and roll their retirement plan assets to IRAs. We can help you stay a step ahead when it comes to new rules and compliance changes, and remaining a source of knowledge for your account owners.
Get on track and stay on track with our Fall, Winter, and Summer IRA Seminar Tours,
Deepen your IRA knowledge on the IRA topics important to you, your account owners, and your financial organization. Our experts will cover a wide range of categories, so you don’t lag behind in any area.
Agenda,
* Establishment
* Regular Contribution Eligibility
* Distributions
* Rollovers, Transfers, and Direct Rollovers
* Required Minimum Distributions
* Beneficiary Options
,
Seminar Information,
Registration 8 A.M. - 8:30 A.M.
Seminar 8:30 A.M. - 4 P.M.
Lunch Break Noon…
Type of Event: Seminars. Solution: IRA/HSA. Country/State: Maryland. Cost: More than 30 days prior to the seminar, the registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Within 30 days of the seminar, the registration fee is $225 for the first registrant and $210 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expens…
Thursday, September 30, 2010, 7:00 AM – 3:00 PM.
Linthicum Heights, MD 21090
Holiday Inn
890 Elkridge Landing Rd.
410-859-8400.
Advanced IRA Seminar
IRA Seminars
,
,
IRA Live Seminars - Get on Track and Stay on Track,
Administering IRAs can be challenging. Getting on track will be invaluable as millions of baby boomers prepare to retire and roll their retirement plan assets to IRAs. We can help you stay a step ahead when it comes to new rules and compliance changes, and remaining a source of knowledge for your account owners.
Get on track and stay on track with our Fall, Winter, and Summer IRA Seminar Tours,
Deepen your IRA knowledge on the IRA topics important to you, your account owners, and your financial organization. Our experts will cover a wide range of categories, so you don’t lag behind in any area.
Agenda,
* Required Minimum Distributions
* Beneficiary IRA Administration
* Moving Assets Between IRAs
* Distributions
* Moving Assets Between Employer Plans and IRAs
* Recharacterization and Returned Contributions
,
Seminar Information,
Registration 8 A.M. - 8:30 A.M.
…
Type of Event: Seminars. Solution: IRA/HSA. Country/State: Minnesota. Cost: More than 30 days prior to the seminar, the registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Within 30 days of the seminar, the registration fee is $225 for the first registrant and $210 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expens…
Thursday, September 30, 2010, 8:00 AM – 4:00 PM.
St. Cloud, MN 56301
Radisson Suites Hotel
404 W St. Germain
320-654-1661.
Intermediate IRA Seminar
IRA Seminars
,
,
IRA Live Seminars - Get on Track and Stay on Track,
Administering IRAs can be challenging. Getting on track will be invaluable as millions of baby boomers prepare to retire and roll their retirement plan assets to IRAs. We can help you stay a step ahead when it comes to new rules and compliance changes, and remaining a source of knowledge for your account owners.
Get on track and stay on track with our Fall, Winter, and Summer IRA Seminar Tours,
Deepen your IRA knowledge on the IRA topics important to you, your account owners, and your financial organization. Our experts will cover a wide range of categories, so you don’t lag behind in any area.
Agenda,
* Regular Contributions
* Distributions
* Rollovers, Transfers, and Direct Rollovers
* Traditional-to-Roth IRA Conversions
* Required Minimum Distributions
* Beneficiary Options
,
Seminar Information,
Registration 8 A.M. - 8:30 A.M.
Seminar 8:30 A.M. - 4 P.M.
Lunch…
Type of Event: Seminars. Solution: IRA/HSA. Country/State: Nebraska. Cost: More than 30 days prior to the seminar, the registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Within 30 days of the seminar, the registration fee is $225 for the first registrant and $210 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expens…
Thursday, September 30, 2010, 8:00 AM – 4:00 PM.
Lincoln, NE 68508
The Cornhusker Marriott
333 S 13Th St
402-474-7474.
Rollovers and Transfers: What is the Difference?
Banking Content
,
,
This is an ideal webinar for anyone in need of a better understanding of the methods by which an individual can move assets between individual retirement accounts (IRAs) of the same type. In addition to explaining the transactional differences between IRA-to-IRA rollovers and transfers, this presentation also reviews the suggested documentation that a financial organization may use to most efficiently complete each transaction and ensure compliance. Furthermore, attendees will learn who is eligible to complete an IRA-to-IRA rollover or transfer.
,
Please join us to:
,
* Understand the basic terminology associated with IRA-to-IRA rollovers and transfers
* Create a familiarity with the documentation necessary to complete an IRA-to-IRA rollover or transfer
* Understand who is eligible to complete an IRA-to-IRA rollover or transfer
,
Session Dates
* September 30, 2010
* November 23, 2010
* January 19, 2011
* March 3, 2011
* April 19, 2011
* June…
Type of Event: Webinars-Live. Solution: IRA/HSA. Country/State: Web. Cost: $199 per connection per session for an unlimited number of listeners using one telephone connection and one Internet connection at the same office address.
Thursday, September 30, 2010, 1:00 PM – 2:00 PM.
Live Webinars.
AICP Annual
Insurance
Type of Event: Conferences. Solution: Insurance. Country/State: Texas.
Sunday, October 3, 2010 – Wednesday, October 6, 2010.
Hyatt Regency Dallas
300 Reunion Boulevard
Dallas, Texas 75207.
For more info visit www.aicp.net. Intermediate IRA Seminar
IRA Seminars
,
,
IRA Live Seminars - Get on Track and Stay on Track,
Administering IRAs can be challenging. Getting on track will be invaluable as millions of baby boomers prepare to retire and roll their retirement plan assets to IRAs. We can help you stay a step ahead when it comes to new rules and compliance changes, and remaining a source of knowledge for your account owners.
Get on track and stay on track with our Fall, Winter, and Summer IRA Seminar Tours,
Deepen your IRA knowledge on the IRA topics important to you, your account owners, and your financial organization. Our experts will cover a wide range of categories, so you don’t lag behind in any area.
Agenda,
* Regular Contributions
* Distributions
* Rollovers, Transfers, and Direct Rollovers
* Traditional-to-Roth IRA Conversions
* Required Minimum Distributions
* Beneficiary Options
,
Seminar Information,
Registration 8 A.M. - 8:30 A.M.
Seminar 8:30 A.M. - 4 P.M.
Lunch…
Type of Event: Seminars. Solution: IRA/HSA. Country/State: Virginia. Cost: More than 30 days prior to the seminar, the registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Within 30 days of the seminar, the registration fee is $225 for the first registrant and $210 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expens…
Tuesday, October 5, 2010, 7:00 AM – 3:00 PM.
Roanoke, VA 24018
Holiday Inn--Tanglewood
4468 Starkey Rd.
540-774-4400.
Intermediate IRA Seminar
IRA Seminars
,
,
IRA Live Seminars - Get on Track and Stay on Track,
Administering IRAs can be challenging. Getting on track will be invaluable as millions of baby boomers prepare to retire and roll their retirement plan assets to IRAs. We can help you stay a step ahead when it comes to new rules and compliance changes, and remaining a source of knowledge for your account owners.
Get on track and stay on track with our Fall, Winter, and Summer IRA Seminar Tours,
Deepen your IRA knowledge on the IRA topics important to you, your account owners, and your financial organization. Our experts will cover a wide range of categories, so you don’t lag behind in any area.
Agenda,
* Regular Contributions
* Distributions
* Rollovers, Transfers, and Direct Rollovers
* Traditional-to-Roth IRA Conversions
* Required Minimum Distributions
* Beneficiary Options
,
Seminar Information,
Registration 8 A.M. - 8:30 A.M.
Seminar 8:30 A.M. - 4 P.M.
Lunch…
Type of Event: Seminars. Solution: IRA/HSA. Country/State: Maine. Cost: More than 30 days prior to the seminar, the registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Within 30 days of the seminar, the registration fee is $225 for the first registrant and $210 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expens…
Tuesday, October 5, 2010, 7:00 AM – 3:00 PM.
Portland, ME 04102
Embassy Suites
1050 Westbrook St
207-775-2200.
Advanced IRA Seminar
IRA Seminars
,
,
IRA Live Seminars - Get on Track and Stay on Track,
Administering IRAs can be challenging. Getting on track will be invaluable as millions of baby boomers prepare to retire and roll their retirement plan assets to IRAs. We can help you stay a step ahead when it comes to new rules and compliance changes, and remaining a source of knowledge for your account owners.
Get on track and stay on track with our Fall, Winter, and Summer IRA Seminar Tours,
Deepen your IRA knowledge on the IRA topics important to you, your account owners, and your financial organization. Our experts will cover a wide range of categories, so you don’t lag behind in any area.
Agenda,
* Required Minimum Distributions
* Beneficiary IRA Administration
* Moving Assets Between IRAs
* Distributions
* Moving Assets Between Employer Plans and IRAs
* Recharacterization and Returned Contributions
,
Seminar Information,
Registration 8 A.M. - 8:30 A.M.
…
Type of Event: Seminars. Solution: IRA/HSA. Country/State: Oklahoma. Cost: More than 30 days prior to the seminar, the registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Within 30 days of the seminar, the registration fee is $225 for the first registrant and $210 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expens…
Tuesday, October 5, 2010, 8:00 AM – 4:00 PM.
Oklahoma City, OK 73108
Embassy Suites Hotel--Airport
1815 S Meridian
405-682-6000.
Intermediate IRA Seminar
IRA Seminars
,
,
IRA Live Seminars - Get on Track and Stay on Track,
Administering IRAs can be challenging. Getting on track will be invaluable as millions of baby boomers prepare to retire and roll their retirement plan assets to IRAs. We can help you stay a step ahead when it comes to new rules and compliance changes, and remaining a source of knowledge for your account owners.
Get on track and stay on track with our Fall, Winter, and Summer IRA Seminar Tours,
Deepen your IRA knowledge on the IRA topics important to you, your account owners, and your financial organization. Our experts will cover a wide range of categories, so you don’t lag behind in any area.
Agenda,
* Regular Contributions
* Distributions
* Rollovers, Transfers, and Direct Rollovers
* Traditional-to-Roth IRA Conversions
* Required Minimum Distributions
* Beneficiary Options
,
Seminar Information,
Registration 8 A.M. - 8:30 A.M.
Seminar 8:30 A.M. - 4 P.M.
Lunch…
Type of Event: Seminars. Solution: IRA/HSA. Country/State: Missouri. Cost: More than 30 days prior to the seminar, the registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Within 30 days of the seminar, the registration fee is $225 for the first registrant and $210 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expens…
Tuesday, October 5, 2010, 8:00 AM – 4:00 PM.
Cape Girardeau, MO 63701
Drury Lodge
104 S Vantage Drive
573-334-7151.
IRA: Excess Contributions & Recharacterizations: Understanding the Difference
Banking Content
,
,
Dealing with individual retirement account (IRA) excess contributions can be a confusing and time consuming process. This webinar examines the steps involved to correct an excess IRA contribution and explains when net income attributable to an excess contribution must be removed. Additionally, recharacterization is examined as an option to move a contribution to the other type of IRA. This webinar is an excellent opportunity for anyone wishing to take their level of IRA expertise to the next level, and is a natural fit for someone after attending the More Than the Basics regular tour seminar.
,
Please join us to:
,
* Understand what an excess contribution is
* Understand when an individual may be subject to a penalty after having made an excess contribution
* Understand what a recharacterization is and the reason for and the process by which one is completed
,
Session Dates
* October 5, 2010
* February 9, 2011
* April 5, 2011
* June 23, 2011
,
.
Type of Event: Webinars-Live. Solution: IRA/HSA. Country/State: Web. Cost: $199 per connection per session for an unlimited number of listeners using one telephone connection and one Internet connection at the same office address.
Tuesday, October 5, 2010, 1:00 PM – 2:00 PM.
Live Webinar.
New Model Privacy Language: What you need to know by December 31, 2010
Banking Content
,
,
On November 17, 2009, eight regulatory agencies jointly released a new model privacy form for compliance with the privacy requirements of the Gramm-Leach-Bliley and Fair Credit Reporting Acts.
,
Effective in late December 2009, this notice is in a chart format and looks more like the nutritional labels you see on food products, as opposed to the text-oriented brochures that are given out now.
,
The idea was to create a cleaner, simpler explanation for customers of how an institution handles its personal information and how consumers can exercise their rights to opt-out of sharing some of their information. It will also make it easier for consumers to compare the privacy policies of different institutions.
,
Please join us to:
* Learn about the new forms and requirements, and how they are different (and similar to) current forms
* Develop the new disclosure to reflect your privacy policies
* Find out who is covered and when this must be done
* Hear when and how must…
Type of Event: Webinars-Live. Solution: Financial Crime Control. Country/State: Web. Cost: $249 per connection per session for an unlimited number of listeners using one phone line and the optional Internet connection at the same office address.
Tuesday, October 5, 2010, 1:00 PM – 2:30 PM.
Live Webinar.
Advanced IRA Seminar
IRA Seminars
,
,
IRA Live Seminars - Get on Track and Stay on Track,
Administering IRAs can be challenging. Getting on track will be invaluable as millions of baby boomers prepare to retire and roll their retirement plan assets to IRAs. We can help you stay a step ahead when it comes to new rules and compliance changes, and remaining a source of knowledge for your account owners.
Get on track and stay on track with our Fall, Winter, and Summer IRA Seminar Tours,
Deepen your IRA knowledge on the IRA topics important to you, your account owners, and your financial organization. Our experts will cover a wide range of categories, so you don’t lag behind in any area.
Agenda,
* Required Minimum Distributions
* Beneficiary IRA Administration
* Moving Assets Between IRAs
* Distributions
* Moving Assets Between Employer Plans and IRAs
* Recharacterization and Returned Contributions
,
Seminar Information,
Registration 8 A.M. - 8:30 A.M.
…
Type of Event: Seminars. Solution: IRA/HSA. Country/State: Massachusetts. Cost: More than 30 days prior to the seminar, the registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Within 30 days of the seminar, the registration fee is $225 for the first registrant and $210 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expens…
Wednesday, October 6, 2010, 7:00 AM – 3:00 PM.
Marlborough, MA 01752
Embassy Suites
123 W Boston Post Road
508-485-5900.
Advanced IRA Seminar
IRA Seminars
,
,
IRA Live Seminars - Get on Track and Stay on Track,
Administering IRAs can be challenging. Getting on track will be invaluable as millions of baby boomers prepare to retire and roll their retirement plan assets to IRAs. We can help you stay a step ahead when it comes to new rules and compliance changes, and remaining a source of knowledge for your account owners.
Get on track and stay on track with our Fall, Winter, and Summer IRA Seminar Tours,
Deepen your IRA knowledge on the IRA topics important to you, your account owners, and your financial organization. Our experts will cover a wide range of categories, so you don’t lag behind in any area.
Agenda,
* Required Minimum Distributions
* Beneficiary IRA Administration
* Moving Assets Between IRAs
* Distributions
* Moving Assets Between Employer Plans and IRAs
* Recharacterization and Returned Contributions
,
Seminar Information,
Registration 8 A.M. - 8:30 A.M.
…
Type of Event: Seminars. Solution: IRA/HSA. Country/State: Virginia. Cost: More than 30 days prior to the seminar, the registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Within 30 days of the seminar, the registration fee is $225 for the first registrant and $210 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expens…
Wednesday, October 6, 2010, 7:00 AM – 3:00 PM.
Richmond, VA 23231
Wyndham--Airport
4700 S Laburnum Avenue
804-226-4300.
Advanced IRA Seminar
IRA Seminars
,
,
IRA Live Seminars - Get on Track and Stay on Track,
Administering IRAs can be challenging. Getting on track will be invaluable as millions of baby boomers prepare to retire and roll their retirement plan assets to IRAs. We can help you stay a step ahead when it comes to new rules and compliance changes, and remaining a source of knowledge for your account owners.
Get on track and stay on track with our Fall, Winter, and Summer IRA Seminar Tours,
Deepen your IRA knowledge on the IRA topics important to you, your account owners, and your financial organization. Our experts will cover a wide range of categories, so you don’t lag behind in any area.
Agenda,
* Required Minimum Distributions
* Beneficiary IRA Administration
* Moving Assets Between IRAs
* Distributions
* Moving Assets Between Employer Plans and IRAs
* Recharacterization and Returned Contributions
,
Seminar Information,
Registration 8 A.M. - 8:30 A.M.
…
Type of Event: Seminars. Solution: IRA/HSA. Country/State: Illinois. Cost: More than 30 days prior to the seminar, the registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Within 30 days of the seminar, the registration fee is $225 for the first registrant and $210 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expens…
Wednesday, October 6, 2010, 8:00 AM – 4:00 PM.
Mount Vernon, IL 62864
Holiday Inn
222 Potomac Blvd.
618-244-7100.
Beginner IRA Seminar
IRA Seminars
,
,
IRA Live Seminars - Get on Track and Stay on Track,
Administering IRAs can be challenging. Getting on track will be invaluable as millions of baby boomers prepare to retire and roll their retirement plan assets to IRAs. We can help you stay a step ahead when it comes to new rules and compliance changes, and remaining a source of knowledge for your account owners.
Get on track and stay on track with our Fall, Winter, and Summer IRA Seminar Tours,
Deepen your IRA knowledge on the IRA topics important to you, your account owners, and your financial organization. Our experts will cover a wide range of categories, so you don’t lag behind in any area.
Agenda,
* Establishment
* Regular Contribution Eligibility
* Distributions
* Rollovers, Transfers, and Direct Rollovers
* Required Minimum Distributions
* Beneficiary Options
,
Seminar Information,
Registration 8 A.M. - 8:30 A.M.
Seminar 8:30 A.M. - 4 P.M.
Lunch Break Noon…
Type of Event: Seminars. Solution: IRA/HSA. Country/State: Minnesota. Cost: More than 30 days prior to the seminar, the registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Within 30 days of the seminar, the registration fee is $225 for the first registrant and $210 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expens…
Wednesday, October 6, 2010, 8:00 AM – 4:00 PM.
Bloomington, MN 55437
Crowne Plaza--Airport
5401 Green Valley Dr
952-345-1244.
Advanced IRA Seminar
IRA Seminars
,
,
IRA Live Seminars - Get on Track and Stay on Track,
Administering IRAs can be challenging. Getting on track will be invaluable as millions of baby boomers prepare to retire and roll their retirement plan assets to IRAs. We can help you stay a step ahead when it comes to new rules and compliance changes, and remaining a source of knowledge for your account owners.
Get on track and stay on track with our Fall, Winter, and Summer IRA Seminar Tours,
Deepen your IRA knowledge on the IRA topics important to you, your account owners, and your financial organization. Our experts will cover a wide range of categories, so you don’t lag behind in any area.
Agenda,
* Required Minimum Distributions
* Beneficiary IRA Administration
* Moving Assets Between IRAs
* Distributions
* Moving Assets Between Employer Plans and IRAs
* Recharacterization and Returned Contributions
,
Seminar Information,
Registration 8 A.M. - 8:30 A.M.
…
Type of Event: Seminars. Solution: IRA/HSA. Country/State: North Carolina. Cost: More than 30 days prior to the seminar, the registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Within 30 days of the seminar, the registration fee is $225 for the first registrant and $210 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expens…
Thursday, October 7, 2010, 7:00 AM – 3:00 PM.
Raleigh, NC 27703
Hilton-Airport
4810 Page Creek Lane
919-941-4810.
Intermediate IRA Seminar
IRA Seminars
,
,
IRA Live Seminars - Get on Track and Stay on Track,
Administering IRAs can be challenging. Getting on track will be invaluable as millions of baby boomers prepare to retire and roll their retirement plan assets to IRAs. We can help you stay a step ahead when it comes to new rules and compliance changes, and remaining a source of knowledge for your account owners.
Get on track and stay on track with our Fall, Winter, and Summer IRA Seminar Tours,
Deepen your IRA knowledge on the IRA topics important to you, your account owners, and your financial organization. Our experts will cover a wide range of categories, so you don’t lag behind in any area.
Agenda,
* Regular Contributions
* Distributions
* Rollovers, Transfers, and Direct Rollovers
* Traditional-to-Roth IRA Conversions
* Required Minimum Distributions
* Beneficiary Options
,
Seminar Information,
Registration 8 A.M. - 8:30 A.M.
Seminar 8:30 A.M. - 4 P.M.
Lunch…
Type of Event: Seminars. Solution: IRA/HSA. Country/State: New York. Cost: More than 30 days prior to the seminar, the registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Within 30 days of the seminar, the registration fee is $225 for the first registrant and $210 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expens…
Thursday, October 7, 2010, 7:00 AM – 3:00 PM.
Uniondale, NY 11553
Marriott Hotel & Conf. Center
101 James Doolittle Blvd.
516-794-3800.
Advanced IRA Seminar
IRA Seminars
,
,
IRA Live Seminars - Get on Track and Stay on Track,
Administering IRAs can be challenging. Getting on track will be invaluable as millions of baby boomers prepare to retire and roll their retirement plan assets to IRAs. We can help you stay a step ahead when it comes to new rules and compliance changes, and remaining a source of knowledge for your account owners.
Get on track and stay on track with our Fall, Winter, and Summer IRA Seminar Tours,
Deepen your IRA knowledge on the IRA topics important to you, your account owners, and your financial organization. Our experts will cover a wide range of categories, so you don’t lag behind in any area.
Agenda,
* Required Minimum Distributions
* Beneficiary IRA Administration
* Moving Assets Between IRAs
* Distributions
* Moving Assets Between Employer Plans and IRAs
* Recharacterization and Returned Contributions
,
Seminar Information,
Registration 8 A.M. - 8:30 A.M.
…
Type of Event: Seminars. Solution: IRA/HSA. Country/State: Missouri. Cost: More than 30 days prior to the seminar, the registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Within 30 days of the seminar, the registration fee is $225 for the first registrant and $210 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expens…
Thursday, October 7, 2010, 8:00 AM – 4:00 PM.
St. Louis, MO 63134
Holiday Inn (St. Louis Airport)
4505 Woodson Rd
314-427-4700.
Advanced IRA Seminar
IRA Seminars
,
,
IRA Live Seminars - Get on Track and Stay on Track,
Administering IRAs can be challenging. Getting on track will be invaluable as millions of baby boomers prepare to retire and roll their retirement plan assets to IRAs. We can help you stay a step ahead when it comes to new rules and compliance changes, and remaining a source of knowledge for your account owners.
Get on track and stay on track with our Fall, Winter, and Summer IRA Seminar Tours,
Deepen your IRA knowledge on the IRA topics important to you, your account owners, and your financial organization. Our experts will cover a wide range of categories, so you don’t lag behind in any area.
Agenda,
* Required Minimum Distributions
* Beneficiary IRA Administration
* Moving Assets Between IRAs
* Distributions
* Moving Assets Between Employer Plans and IRAs
* Recharacterization and Returned Contributions
,
Seminar Information,
Registration 8 A.M. - 8:30 A.M.
…
Type of Event: Seminars. Solution: IRA/HSA. Country/State: Minnesota. Cost: More than 30 days prior to the seminar, the registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Within 30 days of the seminar, the registration fee is $225 for the first registrant and $210 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expens…
Thursday, October 7, 2010, 8:00 AM – 4:00 PM.
Bloomington, MN 55437
Crowne Plaza--Airport
5401 Green Valley Dr
952-345-1244.
Dodd-Frank Financial Regulatory Reform - An Overview
Banking Content
,
,
After considerable debate and discussion, the financial regulatory relief legislation has been passed by Congress and signed into law by President Obama. Said to represent the toughest financial overhaul since the Great Depression, this law will dramatically affect how a financial organization is regulated and operated.
,
This webinar will provide an overview of the financial reform legislation recently signed into law. It will discuss various provisions of the bill that significantly impact financial institutions and upcoming compliance effective dates.
,
Important topics that will be addressed include, among other things:
* The scope and authority of a new Consumer Regulatory Agency
* The impact of elimination of the Office of Thrift and Supervision charter
* The reduction of federal preemption of state law
* Adverse action requirements involving the disclosure of credit scores
* The ability to pay interest on business checking accounts
,
Attendees will…
Type of Event: Webinars-Live. Solution: General Compliance. Country/State: Web. Cost: $199 per connection per session for an unlimited number of listeners using one telephone connection and one Internet connection at the same office address.
Thursday, October 7, 2010, 1:00 PM – 2:00 PM.
Live Webinar.
Ozarks I-Day
Insurance
Type of Event: Conferences. Solution: Insurance. Country/State: Missouri.
Friday, October 8, 2010.
Ramada Oasis Convention Center
2546 North Glenstone
Springfield, MO.
For more info visit www.ozarksinsuranceday.com. NAFCU Regulatory Compliance Seminar
Banking Content
Type of Event: Conferences. Tradeshows. Solution: Deposit. Indirect Lending. Lending. Country/State: Texas.
Tuesday, October 12, 2010 – Friday, October 15, 2010.
Gaylord Texan
1501 Gaylord Trail
Grapevine, TX 76051.
For more info visit www.nafcu.org. Royal Media Auto Finance Summit
Banking Content
Type of Event: Conferences. Solution: Auto. General Banking. Country/State: Nevada.
Tuesday, October 12, 2010 – Wednesday, October 13, 2010.
Encore/Wynn
Las Vegas, NV 89109.
For more info visit royalmedia.com. Compliance Officer Training 101
Banking Content
,
,
Are you a new compliance officer or new to the regulatory compliance field? Or are you experienced but just looking for a refresher on some of the basic principles around being a compliance officer?
,
We’ll cover what is involved in being an effective compliance officer—including:
* Compliance management basics
* Compliance officer’s role
* Organizational structures
* Regulator expectations
* Practical details
* Industry best practices
,
Understanding the fundamentals of being a compliance manager is the first step to being an effective compliance officer, and this webinar provides the basics of understanding where the compliance officer duties fit in the larger organization.
,
Please note that if you attended the "Building and Managing an Effective Compliance Management Program" webinar earlier this year, this content covers the same materials.
,
Session Dates
* October 12, 2010
* December 14, 2010
* February 8, 2011
* April…
Type of Event: Webinars-Live. Solution: General Compliance. Country/State: Web. Cost: $199 per connection per session for an unlimited number of listeners using one phone line and the optional Internet connection at the same office address.
Tuesday, October 12, 2010, 11:00 AM – 12:00 PM.
Live Webinar.
Financial Technologies Forum - 4th Annual Corportate Actions Processing
Securities
Type of Event: Conferences. Solution: Securities. Country/State: New York.
Wednesday, October 13, 2010.
Bayards
One Hanover Square
New York, NY.
For more info visit www.ftfnews.com. Advanced IRA Seminar
IRA Seminars
,
,
IRA Live Seminars - Get on Track and Stay on Track,
Administering IRAs can be challenging. Getting on track will be invaluable as millions of baby boomers prepare to retire and roll their retirement plan assets to IRAs. We can help you stay a step ahead when it comes to new rules and compliance changes, and remaining a source of knowledge for your account owners.
Get on track and stay on track with our Fall, Winter, and Summer IRA Seminar Tours,
Deepen your IRA knowledge on the IRA topics important to you, your account owners, and your financial organization. Our experts will cover a wide range of categories, so you don’t lag behind in any area.
Agenda,
* Required Minimum Distributions
* Beneficiary IRA Administration
* Moving Assets Between IRAs
* Distributions
* Moving Assets Between Employer Plans and IRAs
* Recharacterization and Returned Contributions
,
Seminar Information,
Registration 8 A.M. - 8:30 A.M.
…
Type of Event: Seminars. Solution: IRA/HSA. Country/State: Florida. Cost: More than 30 days prior to the seminar, the registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Within 30 days of the seminar, the registration fee is $225 for the first registrant and $210 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expens…
Wednesday, October 13, 2010, 7:00 AM – 3:00 PM.
Tallahassee, FL 32303
Holiday Inn Conference Center
2714 Graves Rd
850-536-2008.
Advanced IRA Seminar
IRA Seminars
,
,
IRA Live Seminars - Get on Track and Stay on Track,
Administering IRAs can be challenging. Getting on track will be invaluable as millions of baby boomers prepare to retire and roll their retirement plan assets to IRAs. We can help you stay a step ahead when it comes to new rules and compliance changes, and remaining a source of knowledge for your account owners.
Get on track and stay on track with our Fall, Winter, and Summer IRA Seminar Tours,
Deepen your IRA knowledge on the IRA topics important to you, your account owners, and your financial organization. Our experts will cover a wide range of categories, so you don’t lag behind in any area.
Agenda,
* Required Minimum Distributions
* Beneficiary IRA Administration
* Moving Assets Between IRAs
* Distributions
* Moving Assets Between Employer Plans and IRAs
* Recharacterization and Returned Contributions
,
Seminar Information,
Registration 8 A.M. - 8:30 A.M.
…
Type of Event: Seminars. Solution: IRA/HSA. Country/State: New Hampshire. Cost: More than 30 days prior to the seminar, the registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Within 30 days of the seminar, the registration fee is $225 for the first registrant and $210 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expens…
Wednesday, October 13, 2010, 7:00 AM – 3:00 PM.
(West) Lebanon, NH 03784
Fireside Inn & Suites
25 Airport Rd.
603-298-5900.
Intermediate IRA Seminar
IRA Seminars
,
,
IRA Live Seminars - Get on Track and Stay on Track,
Administering IRAs can be challenging. Getting on track will be invaluable as millions of baby boomers prepare to retire and roll their retirement plan assets to IRAs. We can help you stay a step ahead when it comes to new rules and compliance changes, and remaining a source of knowledge for your account owners.
Get on track and stay on track with our Fall, Winter, and Summer IRA Seminar Tours,
Deepen your IRA knowledge on the IRA topics important to you, your account owners, and your financial organization. Our experts will cover a wide range of categories, so you don’t lag behind in any area.
Agenda,
* Regular Contributions
* Distributions
* Rollovers, Transfers, and Direct Rollovers
* Traditional-to-Roth IRA Conversions
* Required Minimum Distributions
* Beneficiary Options
,
Seminar Information,
Registration 8 A.M. - 8:30 A.M.
Seminar 8:30 A.M. - 4 P.M.
Lunch…
Type of Event: Seminars. Solution: IRA/HSA. Country/State: Kansas. Cost: More than 30 days prior to the seminar, the registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Within 30 days of the seminar, the registration fee is $225 for the first registrant and $210 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expens…
Wednesday, October 13, 2010, 8:00 AM – 4:00 PM.
Chanute, KS 66720
Tioga Suites Hotel
12 E Main St
866.698.8642.
Beginner IRA Seminar
IRA Seminars
,
,
IRA Live Seminars - Get on Track and Stay on Track,
Administering IRAs can be challenging. Getting on track will be invaluable as millions of baby boomers prepare to retire and roll their retirement plan assets to IRAs. We can help you stay a step ahead when it comes to new rules and compliance changes, and remaining a source of knowledge for your account owners.
Get on track and stay on track with our Fall, Winter, and Summer IRA Seminar Tours,
Deepen your IRA knowledge on the IRA topics important to you, your account owners, and your financial organization. Our experts will cover a wide range of categories, so you don’t lag behind in any area.
Agenda,
* Establishment
* Regular Contribution Eligibility
* Distributions
* Rollovers, Transfers, and Direct Rollovers
* Required Minimum Distributions
* Beneficiary Options
,
Seminar Information,
Registration 8 A.M. - 8:30 A.M.
Seminar 8:30 A.M. - 4 P.M.
Lunch Break Noon…
Type of Event: Seminars. Solution: IRA/HSA. Country/State: Montana. Cost: More than 30 days prior to the seminar, the registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Within 30 days of the seminar, the registration fee is $225 for the first registrant and $210 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expens…
Wednesday, October 13, 2010, 9:00 AM – 5:00 PM.
Billings, MT 59101
Crowne Plaza
27 N 27Th Street
406-252-7400.
Dodd-Frank Mortgage Reform and Anti-Predatory Lending
Banking Content
,
,
This webinar will provide an overview of the Mortgage Reform provisions included in the financial regulatory reform legislation. It will discuss new requirements, disclosures, protections and prohibited practices that impact a mortgage lender.
,
Important topics that will be addressed include, among other things:
,
* Borrower's Ability to Repay Standards: A new federal standard has been established for all home loans. Institutions must now ensure that borrowers can repay the loans they are sold. This webinar will review the new standards and their impact on mortgage lending disclosures and practices.
* Unfair Lending Practices: Several practices designed to steer consumers into costly loans will be prohibited. This session will address prohibitions/restrictions on financial incentives for promoting subprime loans, bonuses known as "yield spread premiums" and pre-payment penalties.
* Penalties for Irresponsible Lending: Lenders and mortgage brokers failing to comply…
Type of Event: Webinars-Live. Solution: General Compliance. Country/State: Web. Cost: $199 per connection per session for an unlimited number of listeners using one telephone connection and one Internet connection at the same office address.
Wednesday, October 13, 2010, 11:00 AM – 12:00 PM.
Live Webinar.
Beginner IRA Seminar
IRA Seminars
,
,
IRA Live Seminars - Get on Track and Stay on Track,
Administering IRAs can be challenging. Getting on track will be invaluable as millions of baby boomers prepare to retire and roll their retirement plan assets to IRAs. We can help you stay a step ahead when it comes to new rules and compliance changes, and remaining a source of knowledge for your account owners.
Get on track and stay on track with our Fall, Winter, and Summer IRA Seminar Tours,
Deepen your IRA knowledge on the IRA topics important to you, your account owners, and your financial organization. Our experts will cover a wide range of categories, so you don’t lag behind in any area.
Agenda,
* Establishment
* Regular Contribution Eligibility
* Distributions
* Rollovers, Transfers, and Direct Rollovers
* Required Minimum Distributions
* Beneficiary Options
,
Seminar Information,
Registration 8 A.M. - 8:30 A.M.
Seminar 8:30 A.M. - 4 P.M.
Lunch Break Noon…
Type of Event: Seminars. Solution: IRA/HSA. Country/State: New Hampshire. Cost: More than 30 days prior to the seminar, the registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Within 30 days of the seminar, the registration fee is $225 for the first registrant and $210 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expens…
Thursday, October 14, 2010, 7:00 AM – 3:00 PM.
Manchester, NH 03101
Radisson--Center Of Nh
700 Elm St.
603-206-4206.
Intermediate IRA Seminar
IRA Seminars
,
,
IRA Live Seminars - Get on Track and Stay on Track,
Administering IRAs can be challenging. Getting on track will be invaluable as millions of baby boomers prepare to retire and roll their retirement plan assets to IRAs. We can help you stay a step ahead when it comes to new rules and compliance changes, and remaining a source of knowledge for your account owners.
Get on track and stay on track with our Fall, Winter, and Summer IRA Seminar Tours,
Deepen your IRA knowledge on the IRA topics important to you, your account owners, and your financial organization. Our experts will cover a wide range of categories, so you don’t lag behind in any area.
Agenda,
* Regular Contributions
* Distributions
* Rollovers, Transfers, and Direct Rollovers
* Traditional-to-Roth IRA Conversions
* Required Minimum Distributions
* Beneficiary Options
,
Seminar Information,
Registration 8 A.M. - 8:30 A.M.
Seminar 8:30 A.M. - 4 P.M.
Lunch…
Type of Event: Seminars. Solution: IRA/HSA. Country/State: Florida. Cost: More than 30 days prior to the seminar, the registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Within 30 days of the seminar, the registration fee is $225 for the first registrant and $210 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expens…
Thursday, October 14, 2010, 7:00 AM – 3:00 PM.
Jacksonville, FL 32218
Hilton Garden Inn
13503 Ranch Road
904-421-2700.
Beginner IRA Seminar
IRA Seminars
,
,
IRA Live Seminars - Get on Track and Stay on Track,
Administering IRAs can be challenging. Getting on track will be invaluable as millions of baby boomers prepare to retire and roll their retirement plan assets to IRAs. We can help you stay a step ahead when it comes to new rules and compliance changes, and remaining a source of knowledge for your account owners.
Get on track and stay on track with our Fall, Winter, and Summer IRA Seminar Tours,
Deepen your IRA knowledge on the IRA topics important to you, your account owners, and your financial organization. Our experts will cover a wide range of categories, so you don’t lag behind in any area.
Agenda,
* Establishment
* Regular Contribution Eligibility
* Distributions
* Rollovers, Transfers, and Direct Rollovers
* Required Minimum Distributions
* Beneficiary Options
,
Seminar Information,
Registration 8 A.M. - 8:30 A.M.
Seminar 8:30 A.M. - 4 P.M.
Lunch Break Noon…
Type of Event: Seminars. Solution: IRA/HSA. Country/State: Oklahoma. Cost: More than 30 days prior to the seminar, the registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Within 30 days of the seminar, the registration fee is $225 for the first registrant and $210 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expens…
Thursday, October 14, 2010, 8:00 AM – 4:00 PM.
Tulsa, OK 74145
Embassy Suites Hotel
3332 S 79Th East Ave
918-622-4000.
Advanced IRA Seminar
IRA Seminars
,
,
IRA Live Seminars - Get on Track and Stay on Track,
Administering IRAs can be challenging. Getting on track will be invaluable as millions of baby boomers prepare to retire and roll their retirement plan assets to IRAs. We can help you stay a step ahead when it comes to new rules and compliance changes, and remaining a source of knowledge for your account owners.
Get on track and stay on track with our Fall, Winter, and Summer IRA Seminar Tours,
Deepen your IRA knowledge on the IRA topics important to you, your account owners, and your financial organization. Our experts will cover a wide range of categories, so you don’t lag behind in any area.
Agenda,
* Required Minimum Distributions
* Beneficiary IRA Administration
* Moving Assets Between IRAs
* Distributions
* Moving Assets Between Employer Plans and IRAs
* Recharacterization and Returned Contributions
,
Seminar Information,
Registration 8 A.M. - 8:30 A.M.
…
Type of Event: Seminars. Solution: IRA/HSA. Country/State: South Dakota. Cost: More than 30 days prior to the seminar, the registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Within 30 days of the seminar, the registration fee is $225 for the first registrant and $210 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expens…
Thursday, October 14, 2010, 9:00 AM – 5:00 PM.
Rapid City, SD 57701
Grand Gateway Hotel
1721 N Lacrosse St.
605-342-1300.
Introduction to Health Savings Accounts
Banking Content
,
,
This session provides a general overview of Health Savings Account (HSA) rules as they relate to a financial organization and an HSA owner. Attendees will leave this presentation with an understanding of who is eligible to establish and contribute to an HSA, and how distributions may be tax free. Other key topics include an overview of how to move assets between HSAs and from other account types to HSAs, and a summary of the reporting requirements.
,
Join us for this 60-minute session that will help your financial organization’s HSA specialists begin building a foundation of knowledge necessary to efficiently administer these accounts.
,
Agenda
* Overview
* Establishment
* Regular Contributions
* Distributions
* Rollovers and Transfers
,
Session Dates
* October 14, 2010
* February 1, 2011
* April 20, 2011
* June 28, 2011
,
.
Type of Event: Webinars-Live. Solution: IRA/HSA. Country/State: Web. Cost: $199 per connection per session for an unlimited number of listeners using one telephone connection and one Internet connection at the same office address.
Thursday, October 14, 2010, 1:00 PM – 2:00 PM.
Live Webinar.
ABA/ABA Money Laundering Enforcement Conference
Banking Content
Type of Event: Conferences. Tradeshows. Solution: Financial Crime Control. Country/State: District of Columbia.
Sunday, October 17, 2010 – Tuesday, October 19, 2010.
Washington Marriott Wardman Park
2660 Woodley Road Northwest
Washington, DC 20008.
For more info visit www.aba.com. RMA Annual Risk Management Conference
Banking Content
Type of Event: Conferences. Solution: Enterprise Risk Management. General Compliance. Country/State: Maryland.
Sunday, October 17, 2010 – Tuesday, October 19, 2010.
Marriott Baltimore Waterfront Hotel
Baltimore, Maryland.
For more info visit www.rmahq.org. Advanced IRA Seminar
IRA Seminars
,
,
IRA Live Seminars - Get on Track and Stay on Track,
Administering IRAs can be challenging. Getting on track will be invaluable as millions of baby boomers prepare to retire and roll their retirement plan assets to IRAs. We can help you stay a step ahead when it comes to new rules and compliance changes, and remaining a source of knowledge for your account owners.
Get on track and stay on track with our Fall, Winter, and Summer IRA Seminar Tours,
Deepen your IRA knowledge on the IRA topics important to you, your account owners, and your financial organization. Our experts will cover a wide range of categories, so you don’t lag behind in any area.
Agenda,
* Required Minimum Distributions
* Beneficiary IRA Administration
* Moving Assets Between IRAs
* Distributions
* Moving Assets Between Employer Plans and IRAs
* Recharacterization and Returned Contributions
,
Seminar Information,
Registration 8 A.M. - 8:30 A.M.
…
Type of Event: Seminars. Solution: IRA/HSA. Country/State: Indiana. Cost: More than 30 days prior to the seminar, the registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Within 30 days of the seminar, the registration fee is $225 for the first registrant and $210 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expens…
Tuesday, October 19, 2010, 7:00 AM – 3:00 PM.
Fort Wayne, IN 46802
Hilton At Conv. Center
1020 S Calhoun Street
260-420-1100.
Advanced IRA Seminar
IRA Seminars
,
,
IRA Live Seminars - Get on Track and Stay on Track,
Administering IRAs can be challenging. Getting on track will be invaluable as millions of baby boomers prepare to retire and roll their retirement plan assets to IRAs. We can help you stay a step ahead when it comes to new rules and compliance changes, and remaining a source of knowledge for your account owners.
Get on track and stay on track with our Fall, Winter, and Summer IRA Seminar Tours,
Deepen your IRA knowledge on the IRA topics important to you, your account owners, and your financial organization. Our experts will cover a wide range of categories, so you don’t lag behind in any area.
Agenda,
* Required Minimum Distributions
* Beneficiary IRA Administration
* Moving Assets Between IRAs
* Distributions
* Moving Assets Between Employer Plans and IRAs
* Recharacterization and Returned Contributions
,
Seminar Information,
Registration 8 A.M. - 8:30 A.M.
…
Type of Event: Seminars. Solution: IRA/HSA. Country/State: North Dakota. Cost: More than 30 days prior to the seminar, the registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Within 30 days of the seminar, the registration fee is $225 for the first registrant and $210 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expens…
Tuesday, October 19, 2010, 8:00 AM – 4:00 PM.
Bismarck, ND 58501
Best Western Doublewood Inn
1400 E Interchange
701-258-7000.
Beginner IRA Seminar
IRA Seminars
,
,
IRA Live Seminars - Get on Track and Stay on Track,
Administering IRAs can be challenging. Getting on track will be invaluable as millions of baby boomers prepare to retire and roll their retirement plan assets to IRAs. We can help you stay a step ahead when it comes to new rules and compliance changes, and remaining a source of knowledge for your account owners.
Get on track and stay on track with our Fall, Winter, and Summer IRA Seminar Tours,
Deepen your IRA knowledge on the IRA topics important to you, your account owners, and your financial organization. Our experts will cover a wide range of categories, so you don’t lag behind in any area.
Agenda,
* Establishment
* Regular Contribution Eligibility
* Distributions
* Rollovers, Transfers, and Direct Rollovers
* Required Minimum Distributions
* Beneficiary Options
,
Seminar Information,
Registration 8 A.M. - 8:30 A.M.
Seminar 8:30 A.M. - 4 P.M.
Lunch Break Noon…
Type of Event: Seminars. Solution: IRA/HSA. Country/State: Illinois. Cost: More than 30 days prior to the seminar, the registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Within 30 days of the seminar, the registration fee is $225 for the first registrant and $210 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expens…
Tuesday, October 19, 2010, 8:00 AM – 4:00 PM.
Arlington Heights, IL 60004
Courtyard By Marriott
3700 N Wilke Rd
847-394-9999.
Intermediate IRA Seminar
IRA Seminars
,
,
IRA Live Seminars - Get on Track and Stay on Track,
Administering IRAs can be challenging. Getting on track will be invaluable as millions of baby boomers prepare to retire and roll their retirement plan assets to IRAs. We can help you stay a step ahead when it comes to new rules and compliance changes, and remaining a source of knowledge for your account owners.
Get on track and stay on track with our Fall, Winter, and Summer IRA Seminar Tours,
Deepen your IRA knowledge on the IRA topics important to you, your account owners, and your financial organization. Our experts will cover a wide range of categories, so you don’t lag behind in any area.
Agenda,
* Regular Contributions
* Distributions
* Rollovers, Transfers, and Direct Rollovers
* Traditional-to-Roth IRA Conversions
* Required Minimum Distributions
* Beneficiary Options
,
Seminar Information,
Registration 8 A.M. - 8:30 A.M.
Seminar 8:30 A.M. - 4 P.M.
Lunch…
Type of Event: Seminars. Solution: IRA/HSA. Country/State: Oregon. Cost: More than 30 days prior to the seminar, the registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Within 30 days of the seminar, the registration fee is $225 for the first registrant and $210 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expens…
Tuesday, October 19, 2010, 10:00 AM – 6:00 PM.
Portland, OR 97220
Hilton Garden Inn
12048 Ne Airport Way
503-255-8600.
Advanced IRA Seminar
IRA Seminars
,
,
IRA Live Seminars - Get on Track and Stay on Track,
Administering IRAs can be challenging. Getting on track will be invaluable as millions of baby boomers prepare to retire and roll their retirement plan assets to IRAs. We can help you stay a step ahead when it comes to new rules and compliance changes, and remaining a source of knowledge for your account owners.
Get on track and stay on track with our Fall, Winter, and Summer IRA Seminar Tours,
Deepen your IRA knowledge on the IRA topics important to you, your account owners, and your financial organization. Our experts will cover a wide range of categories, so you don’t lag behind in any area.
Agenda,
* Required Minimum Distributions
* Beneficiary IRA Administration
* Moving Assets Between IRAs
* Distributions
* Moving Assets Between Employer Plans and IRAs
* Recharacterization and Returned Contributions
,
Seminar Information,
Registration 8 A.M. - 8:30 A.M.
…
Type of Event: Seminars. Solution: IRA/HSA. Country/State: Indiana. Cost: More than 30 days prior to the seminar, the registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Within 30 days of the seminar, the registration fee is $225 for the first registrant and $210 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expens…
Wednesday, October 20, 2010, 7:00 AM – 3:00 PM.
Indianapolis, IN 46241
Courtyard By Marriott
2602 Fortune Circle East
317-248-0300.
Advanced IRA Seminar
IRA Seminars
,
,
IRA Live Seminars - Get on Track and Stay on Track,
Administering IRAs can be challenging. Getting on track will be invaluable as millions of baby boomers prepare to retire and roll their retirement plan assets to IRAs. We can help you stay a step ahead when it comes to new rules and compliance changes, and remaining a source of knowledge for your account owners.
Get on track and stay on track with our Fall, Winter, and Summer IRA Seminar Tours,
Deepen your IRA knowledge on the IRA topics important to you, your account owners, and your financial organization. Our experts will cover a wide range of categories, so you don’t lag behind in any area.
Agenda,
* Required Minimum Distributions
* Beneficiary IRA Administration
* Moving Assets Between IRAs
* Distributions
* Moving Assets Between Employer Plans and IRAs
* Recharacterization and Returned Contributions
,
Seminar Information,
Registration 8 A.M. - 8:30 A.M.
…
Type of Event: Seminars. Solution: IRA/HSA. Country/State: North Dakota. Cost: More than 30 days prior to the seminar, the registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Within 30 days of the seminar, the registration fee is $225 for the first registrant and $210 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expens…
Wednesday, October 20, 2010, 8:00 AM – 4:00 PM.
Fargo, ND 58103
Holiday Inn
3803 13Th Ave, S
701-282-2700.
Beginner IRA Seminar
IRA Seminars
,
,
IRA Live Seminars - Get on Track and Stay on Track,
Administering IRAs can be challenging. Getting on track will be invaluable as millions of baby boomers prepare to retire and roll their retirement plan assets to IRAs. We can help you stay a step ahead when it comes to new rules and compliance changes, and remaining a source of knowledge for your account owners.
Get on track and stay on track with our Fall, Winter, and Summer IRA Seminar Tours,
Deepen your IRA knowledge on the IRA topics important to you, your account owners, and your financial organization. Our experts will cover a wide range of categories, so you don’t lag behind in any area.
Agenda,
* Establishment
* Regular Contribution Eligibility
* Distributions
* Rollovers, Transfers, and Direct Rollovers
* Required Minimum Distributions
* Beneficiary Options
,
Seminar Information,
Registration 8 A.M. - 8:30 A.M.
Seminar 8:30 A.M. - 4 P.M.
Lunch Break Noon…
Type of Event: Seminars. Solution: IRA/HSA. Country/State: Illinois. Cost: More than 30 days prior to the seminar, the registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Within 30 days of the seminar, the registration fee is $225 for the first registrant and $210 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expens…
Wednesday, October 20, 2010, 8:00 AM – 4:00 PM.
Rockford, IL 61108
Holiday Inn
7550 E State Street
815-398-2200.
Beginner IRA Seminar
IRA Seminars
,
,
IRA Live Seminars - Get on Track and Stay on Track,
Administering IRAs can be challenging. Getting on track will be invaluable as millions of baby boomers prepare to retire and roll their retirement plan assets to IRAs. We can help you stay a step ahead when it comes to new rules and compliance changes, and remaining a source of knowledge for your account owners.
Get on track and stay on track with our Fall, Winter, and Summer IRA Seminar Tours,
Deepen your IRA knowledge on the IRA topics important to you, your account owners, and your financial organization. Our experts will cover a wide range of categories, so you don’t lag behind in any area.
Agenda,
* Establishment
* Regular Contribution Eligibility
* Distributions
* Rollovers, Transfers, and Direct Rollovers
* Required Minimum Distributions
* Beneficiary Options
,
Seminar Information,
Registration 8 A.M. - 8:30 A.M.
Seminar 8:30 A.M. - 4 P.M.
Lunch Break Noon…
Type of Event: Seminars. Solution: IRA/HSA. Country/State: Washington. Cost: More than 30 days prior to the seminar, the registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Within 30 days of the seminar, the registration fee is $225 for the first registrant and $210 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expens…
Wednesday, October 20, 2010, 10:00 AM – 6:00 PM.
Seattle, WA 98188
Holiday Inn - Airport
17338 International Blvd
206-428-2105.
Advertising and Marketing Compliance: Requirements in Today’s New Media World
Banking Content
,
,
Financial institutions are often subject to the ever-changing laws and regulations that affect their advertising. Compliance and marketing officers must stay current with regulatory requirements, and ensure that their institutions’ marketing efforts comply with new and existing rules.
,
In this 90-minute webinar, you will learn all about existing regulatory requirements and changes in federal law affecting advertising and marketing, including concerns and compliance for new media platforms like social media and networking.
,
Please join us to learn more about:
- Regulation Z (Truth in Lending)
- Regulation DD (Truth in Savings)
- Advertising rules associated with deposit insurance and membership requirements
- Miscellaneous rules from the federal agencies
- The Children’s Online Privacy Protection Act
- The CAN-SPAM Act of 2003
- How social media and networking sites such as Facebook, Twitter and LinkedIn provide opportunities and unique risks in the advertising and…
Type of Event: Webinars-Live. Solution: General Compliance. Country/State: Web. Cost: $249 per connection per session for an unlimited number of listeners using one telephone connection and one Internet connection at the same office address.
Wednesday, October 20, 2010, 11:00 AM – 12:30 PM.
Live Webinar.
Advanced IRA Seminar
IRA Seminars
,
,
IRA Live Seminars - Get on Track and Stay on Track,
Administering IRAs can be challenging. Getting on track will be invaluable as millions of baby boomers prepare to retire and roll their retirement plan assets to IRAs. We can help you stay a step ahead when it comes to new rules and compliance changes, and remaining a source of knowledge for your account owners.
Get on track and stay on track with our Fall, Winter, and Summer IRA Seminar Tours,
Deepen your IRA knowledge on the IRA topics important to you, your account owners, and your financial organization. Our experts will cover a wide range of categories, so you don’t lag behind in any area.
Agenda,
* Required Minimum Distributions
* Beneficiary IRA Administration
* Moving Assets Between IRAs
* Distributions
* Moving Assets Between Employer Plans and IRAs
* Recharacterization and Returned Contributions
,
Seminar Information,
Registration 8 A.M. - 8:30 A.M.
…
Type of Event: Seminars. Solution: IRA/HSA. Country/State: Kentucky. Cost: More than 30 days prior to the seminar, the registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Within 30 days of the seminar, the registration fee is $225 for the first registrant and $210 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expens…
Thursday, October 21, 2010, 7:00 AM – 3:00 PM.
Hebron, KY 41048
Doubletree
2826 Terminal Drive
859-371-6166.
Beginner IRA Seminar
IRA Seminars
,
,
IRA Live Seminars - Get on Track and Stay on Track,
Administering IRAs can be challenging. Getting on track will be invaluable as millions of baby boomers prepare to retire and roll their retirement plan assets to IRAs. We can help you stay a step ahead when it comes to new rules and compliance changes, and remaining a source of knowledge for your account owners.
Get on track and stay on track with our Fall, Winter, and Summer IRA Seminar Tours,
Deepen your IRA knowledge on the IRA topics important to you, your account owners, and your financial organization. Our experts will cover a wide range of categories, so you don’t lag behind in any area.
Agenda,
* Establishment
* Regular Contribution Eligibility
* Distributions
* Rollovers, Transfers, and Direct Rollovers
* Required Minimum Distributions
* Beneficiary Options
,
Seminar Information,
Registration 8 A.M. - 8:30 A.M.
Seminar 8:30 A.M. - 4 P.M.
Lunch Break Noon…
Type of Event: Seminars. Solution: IRA/HSA. Country/State: Illinois. Cost: More than 30 days prior to the seminar, the registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Within 30 days of the seminar, the registration fee is $225 for the first registrant and $210 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expens…
Thursday, October 21, 2010, 8:00 AM – 4:00 PM.
Moline, IL 61265
Stoney Creek Inn & Conference
101 18Th St.
309-743-0101.
Beginner IRA Seminar
IRA Seminars
,
,
IRA Live Seminars - Get on Track and Stay on Track,
Administering IRAs can be challenging. Getting on track will be invaluable as millions of baby boomers prepare to retire and roll their retirement plan assets to IRAs. We can help you stay a step ahead when it comes to new rules and compliance changes, and remaining a source of knowledge for your account owners.
Get on track and stay on track with our Fall, Winter, and Summer IRA Seminar Tours,
Deepen your IRA knowledge on the IRA topics important to you, your account owners, and your financial organization. Our experts will cover a wide range of categories, so you don’t lag behind in any area.
Agenda,
* Establishment
* Regular Contribution Eligibility
* Distributions
* Rollovers, Transfers, and Direct Rollovers
* Required Minimum Distributions
* Beneficiary Options
,
Seminar Information,
Registration 8 A.M. - 8:30 A.M.
Seminar 8:30 A.M. - 4 P.M.
Lunch Break Noon…
Type of Event: Seminars. Solution: IRA/HSA. Country/State: South Dakota. Cost: More than 30 days prior to the seminar, the registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Within 30 days of the seminar, the registration fee is $225 for the first registrant and $210 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expens…
Thursday, October 21, 2010, 8:00 AM – 4:00 PM.
Sioux Falls, SD 57107
Best Western--Ramkota Inn
3200 W Maple Street
605-336-0650.
Required Minimum Distributions: At What Age & How Much?
Banking Content
,
,
This webinar takes an in depth look at traditional indivdual retirement account (IRA) required minimum distributions (RMDs). It examines how distributions are calculated and the effect certain beneficiary designations could have on an RMD calculation. It also reviews miscellaneous issues including when it is necessary to adjust an account owner's Fair Market Value to accurately calculate an RMD, rollover restrictions upon attainment of age 70½ and RMD reporting requirements.
,
Please join us to:
,
* To understand the components necessary to calculate an RMD
* To create a comfort level to manually calculate an RMD if necessary
* To understand the options for satisfying the annual RMD statement requirement
,
Session Dates
* September 9, 2010
* October 21, 2010
* November 17, 2010
* December 16, 2010
* March 29, 2011
* June 21, 2011
,
.
Type of Event: Webinars-Live. Solution: IRA/HSA. Country/State: Web. Cost: $199 per connection per session for an unlimited number of listeners using one telephone connection and one Internet connection at the same office address.
Thursday, October 21, 2010, 1:00 PM – 2:00 PM.
Live Webinar.
The Bureau of Consumer Financial Protection: A new banking regulator with new authority
Banking Content
,
,
A new independent regulatory watchdog has been created pursuant to the financial reform legislation. The Bureau of Consumer Financial Protection will be housed at the Federal Reserve and will have the authority to oversee consumer protection disclosures and practices for certain financial institutions.
,
This webinar will provide an in-depth review of the new Bureau of Consumer Financial Protection. It will discuss, in detail, the rule making and examination authority of this new Bureau and the overall impact on financial institutions it regulates.
,
Important topics that will be addressed include, among other things:
,
* Independent Rule Writing: The new Bureau will have authority to write consumer protection rules governing all financial institutions that offer consumer financial services or products. We will discuss what these rules mean for your organization and how they mesh with other regulatory requirements.
* Examination and Enforcement: Those banks and credit…
Type of Event: Webinars-Live. Solution: General Compliance. Country/State: Web. Cost: $199 per connection per session for an unlimited number of listeners using one telephone connection and one Internet connection at the same office address.
Thursday, October 21, 2010, 1:00 PM – 2:00 PM.
Live Webinar.
Mortgage Bankers Association (MBA) Annual Convention & Expo
Banking Content
Type of Event: Conferences. Tradeshows. Solution: Mortgage. Country/State: Georgia.
Sunday, October 24, 2010 – Wednesday, October 27, 2010.
Georgia World Congress Center
285 International Blvd NW
Atlanta, GA 30313.
For more info visit events.mortgagebankers.org. Jack Henry's National User Group & Technology Showcase
Banking Content
Type of Event: Conferences. Solution: General Banking. Country/State: Texas.
Monday, October 25, 2010 – Thursday, October 28, 2010.
Gaylord Texan
Grapevine, TX.
For more info visit www2.jackhenry.com. Mortgage Computer
Banking Content
Type of Event: Conferences. Solution: General Banking. Country/State: Nevada.
Tuesday, October 26, 2010 – Thursday, October 28, 2010.
Tuscany Suites & Casino
Las Vegas, NV.
For more info visit www.mcoffice.com. NAGGL Annual Fall Conference
Banking Content
Type of Event: Conferences. Solution: General Banking. Country/State: California.
Tuesday, October 26, 2010 – Thursday, October 28, 2010.
Disneyland Hotel
1150 Magic Way
Anaheim, CA 92802.
For more info visit www.naggl.org. Advanced IRA Seminar
IRA Seminars
,
,
IRA Live Seminars - Get on Track and Stay on Track,
Administering IRAs can be challenging. Getting on track will be invaluable as millions of baby boomers prepare to retire and roll their retirement plan assets to IRAs. We can help you stay a step ahead when it comes to new rules and compliance changes, and remaining a source of knowledge for your account owners.
Get on track and stay on track with our Fall, Winter, and Summer IRA Seminar Tours,
Deepen your IRA knowledge on the IRA topics important to you, your account owners, and your financial organization. Our experts will cover a wide range of categories, so you don’t lag behind in any area.
Agenda,
* Required Minimum Distributions
* Beneficiary IRA Administration
* Moving Assets Between IRAs
* Distributions
* Moving Assets Between Employer Plans and IRAs
* Recharacterization and Returned Contributions
,
Seminar Information,
Registration 8 A.M. - 8:30 A.M.
…
Type of Event: Seminars. Solution: IRA/HSA. Country/State: Louisiana. Cost: More than 30 days prior to the seminar, the registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Within 30 days of the seminar, the registration fee is $225 for the first registrant and $210 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expens…
Tuesday, October 26, 2010, 8:00 AM – 4:00 PM.
Shreveport, LA 71129
Holiday Inn West
5555 Financial Plaza
318-688-1877.
Advanced IRA Seminar
IRA Seminars
,
,
IRA Live Seminars - Get on Track and Stay on Track,
Administering IRAs can be challenging. Getting on track will be invaluable as millions of baby boomers prepare to retire and roll their retirement plan assets to IRAs. We can help you stay a step ahead when it comes to new rules and compliance changes, and remaining a source of knowledge for your account owners.
Get on track and stay on track with our Fall, Winter, and Summer IRA Seminar Tours,
Deepen your IRA knowledge on the IRA topics important to you, your account owners, and your financial organization. Our experts will cover a wide range of categories, so you don’t lag behind in any area.
Agenda,
* Required Minimum Distributions
* Beneficiary IRA Administration
* Moving Assets Between IRAs
* Distributions
* Moving Assets Between Employer Plans and IRAs
* Recharacterization and Returned Contributions
,
Seminar Information,
Registration 8 A.M. - 8:30 A.M.
…
Type of Event: Seminars. Solution: IRA/HSA. Country/State: Missouri. Cost: More than 30 days prior to the seminar, the registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Within 30 days of the seminar, the registration fee is $225 for the first registrant and $210 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expens…
Tuesday, October 26, 2010, 8:00 AM – 4:00 PM.
Columbia, MO 65203
Holiday Inn Select
801 North Keene Street
573-445-8531.
Intermediate IRA Seminar
IRA Seminars
,
,
IRA Live Seminars - Get on Track and Stay on Track,
Administering IRAs can be challenging. Getting on track will be invaluable as millions of baby boomers prepare to retire and roll their retirement plan assets to IRAs. We can help you stay a step ahead when it comes to new rules and compliance changes, and remaining a source of knowledge for your account owners.
Get on track and stay on track with our Fall, Winter, and Summer IRA Seminar Tours,
Deepen your IRA knowledge on the IRA topics important to you, your account owners, and your financial organization. Our experts will cover a wide range of categories, so you don’t lag behind in any area.
Agenda,
* Regular Contributions
* Distributions
* Rollovers, Transfers, and Direct Rollovers
* Traditional-to-Roth IRA Conversions
* Required Minimum Distributions
* Beneficiary Options
,
Seminar Information,
Registration 8 A.M. - 8:30 A.M.
Seminar 8:30 A.M. - 4 P.M.
Lunch…
Type of Event: Seminars. Solution: IRA/HSA. Country/State: Iowa. Cost: More than 30 days prior to the seminar, the registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Within 30 days of the seminar, the registration fee is $225 for the first registrant and $210 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expens…
Tuesday, October 26, 2010, 8:00 AM – 4:00 PM.
Storm Lake, IA 50588
Buena Vista University
610 W 4Th Street--Siebens Forum
712-749-2403.
Advanced IRA Seminar
IRA Seminars
,
,
IRA Live Seminars - Get on Track and Stay on Track,
Administering IRAs can be challenging. Getting on track will be invaluable as millions of baby boomers prepare to retire and roll their retirement plan assets to IRAs. We can help you stay a step ahead when it comes to new rules and compliance changes, and remaining a source of knowledge for your account owners.
Get on track and stay on track with our Fall, Winter, and Summer IRA Seminar Tours,
Deepen your IRA knowledge on the IRA topics important to you, your account owners, and your financial organization. Our experts will cover a wide range of categories, so you don’t lag behind in any area.
Agenda,
* Required Minimum Distributions
* Beneficiary IRA Administration
* Moving Assets Between IRAs
* Distributions
* Moving Assets Between Employer Plans and IRAs
* Recharacterization and Returned Contributions
,
Seminar Information,
Registration 8 A.M. - 8:30 A.M.
…
Type of Event: Seminars. Solution: IRA/HSA. Country/State: Texas. Cost: More than 30 days prior to the seminar, the registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Within 30 days of the seminar, the registration fee is $225 for the first registrant and $210 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expens…
Wednesday, October 27, 2010, 8:00 AM – 4:00 PM.
Tyler, TX 75703
Courtyard By Marriott
7424 S Broadway Ave
903-509-4411.
Beginner IRA Seminar
IRA Seminars
,
,
IRA Live Seminars - Get on Track and Stay on Track,
Administering IRAs can be challenging. Getting on track will be invaluable as millions of baby boomers prepare to retire and roll their retirement plan assets to IRAs. We can help you stay a step ahead when it comes to new rules and compliance changes, and remaining a source of knowledge for your account owners.
Get on track and stay on track with our Fall, Winter, and Summer IRA Seminar Tours,
Deepen your IRA knowledge on the IRA topics important to you, your account owners, and your financial organization. Our experts will cover a wide range of categories, so you don’t lag behind in any area.
Agenda,
* Establishment
* Regular Contribution Eligibility
* Distributions
* Rollovers, Transfers, and Direct Rollovers
* Required Minimum Distributions
* Beneficiary Options
,
Seminar Information,
Registration 8 A.M. - 8:30 A.M.
Seminar 8:30 A.M. - 4 P.M.
Lunch Break Noon…
Type of Event: Seminars. Solution: IRA/HSA. Country/State: Missouri. Cost: More than 30 days prior to the seminar, the registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Within 30 days of the seminar, the registration fee is $225 for the first registrant and $210 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expens…
Wednesday, October 27, 2010, 8:00 AM – 4:00 PM.
Kansas City, MO 64153
Hilton--Airport
8801 Nw 112Th Street
816-891-8900.
Beginner IRA Seminar
IRA Seminars
,
,
IRA Live Seminars - Get on Track and Stay on Track,
Administering IRAs can be challenging. Getting on track will be invaluable as millions of baby boomers prepare to retire and roll their retirement plan assets to IRAs. We can help you stay a step ahead when it comes to new rules and compliance changes, and remaining a source of knowledge for your account owners.
Get on track and stay on track with our Fall, Winter, and Summer IRA Seminar Tours,
Deepen your IRA knowledge on the IRA topics important to you, your account owners, and your financial organization. Our experts will cover a wide range of categories, so you don’t lag behind in any area.
Agenda,
* Establishment
* Regular Contribution Eligibility
* Distributions
* Rollovers, Transfers, and Direct Rollovers
* Required Minimum Distributions
* Beneficiary Options
,
Seminar Information,
Registration 8 A.M. - 8:30 A.M.
Seminar 8:30 A.M. - 4 P.M.
Lunch Break Noon…
Type of Event: Seminars. Solution: IRA/HSA. Country/State: Nebraska. Cost: More than 30 days prior to the seminar, the registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Within 30 days of the seminar, the registration fee is $225 for the first registrant and $210 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expens…
Wednesday, October 27, 2010, 8:00 AM – 4:00 PM.
Omaha, NE 68124
CoCo Key Water Resort
3321 S 72Nd Street
402-393-3950.
Advanced IRA Seminar
IRA Seminars
,
,
IRA Live Seminars - Get on Track and Stay on Track,
Administering IRAs can be challenging. Getting on track will be invaluable as millions of baby boomers prepare to retire and roll their retirement plan assets to IRAs. We can help you stay a step ahead when it comes to new rules and compliance changes, and remaining a source of knowledge for your account owners.
Get on track and stay on track with our Fall, Winter, and Summer IRA Seminar Tours,
Deepen your IRA knowledge on the IRA topics important to you, your account owners, and your financial organization. Our experts will cover a wide range of categories, so you don’t lag behind in any area.
Agenda,
* Required Minimum Distributions
* Beneficiary IRA Administration
* Moving Assets Between IRAs
* Distributions
* Moving Assets Between Employer Plans and IRAs
* Recharacterization and Returned Contributions
,
Seminar Information,
Registration 8 A.M. - 8:30 A.M.
…
Type of Event: Seminars. Solution: IRA/HSA. Country/State: Minnesota. Cost: More than 30 days prior to the seminar, the registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Within 30 days of the seminar, the registration fee is $225 for the first registrant and $210 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expens…
Thursday, October 28, 2010, 8:00 AM – 4:00 PM.
Duluth, MN 55802
Holiday Inn--Downtown
200 W 1St Street
218-727-7492.
Advanced IRA Seminar
IRA Seminars
,
,
IRA Live Seminars - Get on Track and Stay on Track,
Administering IRAs can be challenging. Getting on track will be invaluable as millions of baby boomers prepare to retire and roll their retirement plan assets to IRAs. We can help you stay a step ahead when it comes to new rules and compliance changes, and remaining a source of knowledge for your account owners.
Get on track and stay on track with our Fall, Winter, and Summer IRA Seminar Tours,
Deepen your IRA knowledge on the IRA topics important to you, your account owners, and your financial organization. Our experts will cover a wide range of categories, so you don’t lag behind in any area.
Agenda,
* Required Minimum Distributions
* Beneficiary IRA Administration
* Moving Assets Between IRAs
* Distributions
* Moving Assets Between Employer Plans and IRAs
* Recharacterization and Returned Contributions
,
Seminar Information,
Registration 8 A.M. - 8:30 A.M.
…
Type of Event: Seminars. Solution: IRA/HSA. Country/State: Iowa. Cost: More than 30 days prior to the seminar, the registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Within 30 days of the seminar, the registration fee is $225 for the first registrant and $210 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expens…
Thursday, October 28, 2010, 8:00 AM – 4:00 PM.
Des Moines, IA 50309
Marriott
700 Grand Ave
515-245-5500.
Advanced IRA Seminar
IRA Seminars
,
,
IRA Live Seminars - Get on Track and Stay on Track,
Administering IRAs can be challenging. Getting on track will be invaluable as millions of baby boomers prepare to retire and roll their retirement plan assets to IRAs. We can help you stay a step ahead when it comes to new rules and compliance changes, and remaining a source of knowledge for your account owners.
Get on track and stay on track with our Fall, Winter, and Summer IRA Seminar Tours,
Deepen your IRA knowledge on the IRA topics important to you, your account owners, and your financial organization. Our experts will cover a wide range of categories, so you don’t lag behind in any area.
Agenda,
* Required Minimum Distributions
* Beneficiary IRA Administration
* Moving Assets Between IRAs
* Distributions
* Moving Assets Between Employer Plans and IRAs
* Recharacterization and Returned Contributions
,
Seminar Information,
Registration 8 A.M. - 8:30 A.M.
…
Type of Event: Seminars. Solution: IRA/HSA. Country/State: Missouri. Cost: More than 30 days prior to the seminar, the registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Within 30 days of the seminar, the registration fee is $225 for the first registrant and $210 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expens…
Thursday, October 28, 2010, 8:00 AM – 4:00 PM.
Kansas City, MO 64153
Hilton--Airport
8801 Nw 112Th Street
816-891-8900.
Beginner IRA Seminar
IRA Seminars
,
,
IRA Live Seminars - Get on Track and Stay on Track,
Administering IRAs can be challenging. Getting on track will be invaluable as millions of baby boomers prepare to retire and roll their retirement plan assets to IRAs. We can help you stay a step ahead when it comes to new rules and compliance changes, and remaining a source of knowledge for your account owners.
Get on track and stay on track with our Fall, Winter, and Summer IRA Seminar Tours,
Deepen your IRA knowledge on the IRA topics important to you, your account owners, and your financial organization. Our experts will cover a wide range of categories, so you don’t lag behind in any area.
Agenda,
* Establishment
* Regular Contribution Eligibility
* Distributions
* Rollovers, Transfers, and Direct Rollovers
* Required Minimum Distributions
* Beneficiary Options
,
Seminar Information,
Registration 8 A.M. - 8:30 A.M.
Seminar 8:30 A.M. - 4 P.M.
Lunch Break Noon…
Type of Event: Seminars. Solution: IRA/HSA. Country/State: Texas. Cost: More than 30 days prior to the seminar, the registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Within 30 days of the seminar, the registration fee is $225 for the first registrant and $210 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expens…
Thursday, October 28, 2010, 8:00 AM – 4:00 PM.
Dallas, TX 75219
Holiday Inn
4500 Harry Hines Blvd.
214-219-3333.
NSCP National Membership Meeting
Securities
Type of Event: Conferences. Solution: Securities. Country/State: Maryland.
Monday, November 1, 2010 – Wednesday, November 3, 2010.
Hilton Baltimore
401 West Pratt Street
Baltimore, MD 21201.
For more info visit www.nscpmeetings.com. Advanced IRA Seminar
IRA Seminars
,
,
IRA Live Seminars - Get on Track and Stay on Track,
Administering IRAs can be challenging. Getting on track will be invaluable as millions of baby boomers prepare to retire and roll their retirement plan assets to IRAs. We can help you stay a step ahead when it comes to new rules and compliance changes, and remaining a source of knowledge for your account owners.
Get on track and stay on track with our Fall, Winter, and Summer IRA Seminar Tours,
Deepen your IRA knowledge on the IRA topics important to you, your account owners, and your financial organization. Our experts will cover a wide range of categories, so you don’t lag behind in any area.
Agenda,
* Required Minimum Distributions
* Beneficiary IRA Administration
* Moving Assets Between IRAs
* Distributions
* Moving Assets Between Employer Plans and IRAs
* Recharacterization and Returned Contributions
,
Seminar Information,
Registration 8 A.M. - 8:30 A.M.
…
Type of Event: Seminars. Solution: IRA/HSA. Country/State: Florida. Cost: More than 30 days prior to the seminar, the registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Within 30 days of the seminar, the registration fee is $225 for the first registrant and $210 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expens…
Tuesday, November 2, 2010, 7:00 AM – 3:00 PM.
Tampa, FL 33607
Marriott--Westshore
1001 N Westshore Blvd.
813-287-2555.
Advanced IRA Seminar
IRA Seminars
,
,
IRA Live Seminars - Get on Track and Stay on Track,
Administering IRAs can be challenging. Getting on track will be invaluable as millions of baby boomers prepare to retire and roll their retirement plan assets to IRAs. We can help you stay a step ahead when it comes to new rules and compliance changes, and remaining a source of knowledge for your account owners.
Get on track and stay on track with our Fall, Winter, and Summer IRA Seminar Tours,
Deepen your IRA knowledge on the IRA topics important to you, your account owners, and your financial organization. Our experts will cover a wide range of categories, so you don’t lag behind in any area.
Agenda,
* Required Minimum Distributions
* Beneficiary IRA Administration
* Moving Assets Between IRAs
* Distributions
* Moving Assets Between Employer Plans and IRAs
* Recharacterization and Returned Contributions
,
Seminar Information,
Registration 8 A.M. - 8:30 A.M.
…
Type of Event: Seminars. Solution: IRA/HSA. Country/State: Mississippi. Cost: More than 30 days prior to the seminar, the registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Within 30 days of the seminar, the registration fee is $225 for the first registrant and $210 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expens…
Tuesday, November 2, 2010, 8:00 AM – 4:00 PM.
Tupelo, MS 38801
Hilton Garden Inn
363 East Main Street
662-718-5500.
Advanced IRA Seminar
IRA Seminars
,
,
IRA Live Seminars - Get on Track and Stay on Track,
Administering IRAs can be challenging. Getting on track will be invaluable as millions of baby boomers prepare to retire and roll their retirement plan assets to IRAs. We can help you stay a step ahead when it comes to new rules and compliance changes, and remaining a source of knowledge for your account owners.
Get on track and stay on track with our Fall, Winter, and Summer IRA Seminar Tours,
Deepen your IRA knowledge on the IRA topics important to you, your account owners, and your financial organization. Our experts will cover a wide range of categories, so you don’t lag behind in any area.
Agenda,
* Required Minimum Distributions
* Beneficiary IRA Administration
* Moving Assets Between IRAs
* Distributions
* Moving Assets Between Employer Plans and IRAs
* Recharacterization and Returned Contributions
,
Seminar Information,
Registration 8 A.M. - 8:30 A.M.
…
Type of Event: Seminars. Solution: IRA/HSA. Country/State: Illinois. Cost: More than 30 days prior to the seminar, the registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Within 30 days of the seminar, the registration fee is $225 for the first registrant and $210 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expens…
Tuesday, November 2, 2010, 8:00 AM – 4:00 PM.
Urbana, IL 61801
Holiday Inn & Conv. Center
1001 Killarney St.
217-328-7900.
Intermediate IRA Seminar
IRA Seminars
,
,
IRA Live Seminars - Get on Track and Stay on Track,
Administering IRAs can be challenging. Getting on track will be invaluable as millions of baby boomers prepare to retire and roll their retirement plan assets to IRAs. We can help you stay a step ahead when it comes to new rules and compliance changes, and remaining a source of knowledge for your account owners.
Get on track and stay on track with our Fall, Winter, and Summer IRA Seminar Tours,
Deepen your IRA knowledge on the IRA topics important to you, your account owners, and your financial organization. Our experts will cover a wide range of categories, so you don’t lag behind in any area.
Agenda,
* Regular Contributions
* Distributions
* Rollovers, Transfers, and Direct Rollovers
* Traditional-to-Roth IRA Conversions
* Required Minimum Distributions
* Beneficiary Options
,
Seminar Information,
Registration 8 A.M. - 8:30 A.M.
Seminar 8:30 A.M. - 4 P.M.
Lunch…
Type of Event: Seminars. Solution: IRA/HSA. Country/State: Indiana. Cost: More than 30 days prior to the seminar, the registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Within 30 days of the seminar, the registration fee is $225 for the first registrant and $210 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expens…
Tuesday, November 2, 2010, 8:00 AM – 4:00 PM.
Evansville, IN 47725
Marriott--Airport
7101 N Hwy. 41 N
812-867-7999.
Dodd-Frank Mortgage Reform and Anti-Predatory Lending
Banking Content
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This webinar will provide an overview of the Mortgage Reform provisions included in the financial regulatory reform legislation. It will discuss new requirements, disclosures, protections and prohibited practices that impact a mortgage lender.
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Important topics that will be addressed include, among other things:
,
* Borrower's Ability to Repay Standards: A new federal standard has been established for all home loans. Institutions must now ensure that borrowers can repay the loans they are sold. This webinar will review the new standards and their impact on mortgage lending disclosures and practices.
* Unfair Lending Practices: Several practices designed to steer consumers into costly loans will be prohibited. This session will address prohibitions/restrictions on financial incentives for promoting subprime loans, bonuses known as "yield spread premiums" and pre-payment penalties.
* Penalties for Irresponsible Lending: Lenders and mortgage brokers failing to comply…
Type of Event: Webinars-Live. Solution: General Compliance. Country/State: Web. Cost: $199 per connection per session for an unlimited number of listeners using one telephone connection and one Internet connection at the same office address.
Tuesday, November 2, 2010, 1:00 PM – 2:00 PM.
Live Webinar.
Advanced IRA Seminar
IRA Seminars
,
,
IRA Live Seminars - Get on Track and Stay on Track,
Administering IRAs can be challenging. Getting on track will be invaluable as millions of baby boomers prepare to retire and roll their retirement plan assets to IRAs. We can help you stay a step ahead when it comes to new rules and compliance changes, and remaining a source of knowledge for your account owners.
Get on track and stay on track with our Fall, Winter, and Summer IRA Seminar Tours,
Deepen your IRA knowledge on the IRA topics important to you, your account owners, and your financial organization. Our experts will cover a wide range of categories, so you don’t lag behind in any area.
Agenda,
* Required Minimum Distributions
* Beneficiary IRA Administration
* Moving Assets Between IRAs
* Distributions
* Moving Assets Between Employer Plans and IRAs
* Recharacterization and Returned Contributions
,
Seminar Information,
Registration 8 A.M. - 8:30 A.M.
…
Type of Event: Seminars. Solution: IRA/HSA. Country/State: Florida. Cost: More than 30 days prior to the seminar, the registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Within 30 days of the seminar, the registration fee is $225 for the first registrant and $210 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expens…
Wednesday, November 3, 2010, 7:00 AM – 3:00 PM.
Orlando, FL 32819
Holiday Inn
8214 Universal Blvd
407-581-3008.
Intermediate IRA Seminar
IRA Seminars
,
,
IRA Live Seminars - Get on Track and Stay on Track,
Administering IRAs can be challenging. Getting on track will be invaluable as millions of baby boomers prepare to retire and roll their retirement plan assets to IRAs. We can help you stay a step ahead when it comes to new rules and compliance changes, and remaining a source of knowledge for your account owners.
Get on track and stay on track with our Fall, Winter, and Summer IRA Seminar Tours,
Deepen your IRA knowledge on the IRA topics important to you, your account owners, and your financial organization. Our experts will cover a wide range of categories, so you don’t lag behind in any area.
Agenda,
* Regular Contributions
* Distributions
* Rollovers, Transfers, and Direct Rollovers
* Traditional-to-Roth IRA Conversions
* Required Minimum Distributions
* Beneficiary Options
,
Seminar Information,
Registration 8 A.M. - 8:30 A.M.
Seminar 8:30 A.M. - 4 P.M.
Lunch…
Type of Event: Seminars. Solution: IRA/HSA. Country/State: Kentucky. Cost: More than 30 days prior to the seminar, the registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Within 30 days of the seminar, the registration fee is $225 for the first registrant and $210 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expens…
Wednesday, November 3, 2010, 7:00 AM – 3:00 PM.
Louisville, KY 40209
Holiday Inn
447 Farmington Ave
502-637-4500.
Beginner IRA Seminar
IRA Seminars
,
,
IRA Live Seminars - Get on Track and Stay on Track,
Administering IRAs can be challenging. Getting on track will be invaluable as millions of baby boomers prepare to retire and roll their retirement plan assets to IRAs. We can help you stay a step ahead when it comes to new rules and compliance changes, and remaining a source of knowledge for your account owners.
Get on track and stay on track with our Fall, Winter, and Summer IRA Seminar Tours,
Deepen your IRA knowledge on the IRA topics important to you, your account owners, and your financial organization. Our experts will cover a wide range of categories, so you don’t lag behind in any area.
Agenda,
* Establishment
* Regular Contribution Eligibility
* Distributions
* Rollovers, Transfers, and Direct Rollovers
* Required Minimum Distributions
* Beneficiary Options
,
Seminar Information,
Registration 8 A.M. - 8:30 A.M.
Seminar 8:30 A.M. - 4 P.M.
Lunch Break Noon…
Type of Event: Seminars. Solution: IRA/HSA. Country/State: Illinois. Cost: More than 30 days prior to the seminar, the registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Within 30 days of the seminar, the registration fee is $225 for the first registrant and $210 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expens…
Wednesday, November 3, 2010, 8:00 AM – 4:00 PM.
Naperville, IL 60563
Holiday Inn Select
1801 Naper Blvd.
630-505-4900.
Intermediate IRA Seminar
IRA Seminars
,
,
IRA Live Seminars - Get on Track and Stay on Track,
Administering IRAs can be challenging. Getting on track will be invaluable as millions of baby boomers prepare to retire and roll their retirement plan assets to IRAs. We can help you stay a step ahead when it comes to new rules and compliance changes, and remaining a source of knowledge for your account owners.
Get on track and stay on track with our Fall, Winter, and Summer IRA Seminar Tours,
Deepen your IRA knowledge on the IRA topics important to you, your account owners, and your financial organization. Our experts will cover a wide range of categories, so you don’t lag behind in any area.
Agenda,
* Regular Contributions
* Distributions
* Rollovers, Transfers, and Direct Rollovers
* Traditional-to-Roth IRA Conversions
* Required Minimum Distributions
* Beneficiary Options
,
Seminar Information,
Registration 8 A.M. - 8:30 A.M.
Seminar 8:30 A.M. - 4 P.M.
Lunch…
Type of Event: Seminars. Solution: IRA/HSA. Country/State: Tennessee. Cost: More than 30 days prior to the seminar, the registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Within 30 days of the seminar, the registration fee is $225 for the first registrant and $210 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expens…
Wednesday, November 3, 2010, 8:00 AM – 4:00 PM.
Jackson, TN 38305
Doubletree Hotel
1770 Hwy 45 Bypass
731-664-6900.
New Model Privacy Language: What you need to know by December 31, 2010
Banking Content
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On November 17, 2009, eight regulatory agencies jointly released a new model privacy form for compliance with the privacy requirements of the Gramm-Leach-Bliley and Fair Credit Reporting Acts.
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Effective in late December 2009, this notice is in a chart format and looks more like the nutritional labels you see on food products, as opposed to the text-oriented brochures that are given out now.
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The idea was to create a cleaner, simpler explanation for customers of how an institution handles its personal information and how consumers can exercise their rights to opt-out of sharing some of their information. It will also make it easier for consumers to compare the privacy policies of different institutions.
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Please join us to:
* Learn about the new forms and requirements, and how they are different (and similar to) current forms
* Develop the new disclosure to reflect your privacy policies
* Find out who is covered and when this must be done
* Hear when and how must…
Type of Event: Webinars-Live. Solution: Financial Crime Control. Country/State: Web. Cost: $249 per connection per session for an unlimited number of listeners using one phone line and the optional Internet connection at the same office address.
Wednesday, November 3, 2010, 11:00 AM – 12:30 PM.
Live Webinar.
Advanced IRA Seminar
IRA Seminars
,
,
IRA Live Seminars - Get on Track and Stay on Track,
Administering IRAs can be challenging. Getting on track will be invaluable as millions of baby boomers prepare to retire and roll their retirement plan assets to IRAs. We can help you stay a step ahead when it comes to new rules and compliance changes, and remaining a source of knowledge for your account owners.
Get on track and stay on track with our Fall, Winter, and Summer IRA Seminar Tours,
Deepen your IRA knowledge on the IRA topics important to you, your account owners, and your financial organization. Our experts will cover a wide range of categories, so you don’t lag behind in any area.
Agenda,
* Required Minimum Distributions
* Beneficiary IRA Administration
* Moving Assets Between IRAs
* Distributions
* Moving Assets Between Employer Plans and IRAs
* Recharacterization and Returned Contributions
,
Seminar Information,
Registration 8 A.M. - 8:30 A.M.
…
Type of Event: Seminars. Solution: IRA/HSA. Country/State: Florida. Cost: More than 30 days prior to the seminar, the registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Within 30 days of the seminar, the registration fee is $225 for the first registrant and $210 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expens…
Thursday, November 4, 2010, 7:00 AM – 3:00 PM.
Dania, FL 33004
Hilton
1825 Griffin Rd.
954-920-3300.
Beginner IRA Seminar
IRA Seminars
,
,
IRA Live Seminars - Get on Track and Stay on Track,
Administering IRAs can be challenging. Getting on track will be invaluable as millions of baby boomers prepare to retire and roll their retirement plan assets to IRAs. We can help you stay a step ahead when it comes to new rules and compliance changes, and remaining a source of knowledge for your account owners.
Get on track and stay on track with our Fall, Winter, and Summer IRA Seminar Tours,
Deepen your IRA knowledge on the IRA topics important to you, your account owners, and your financial organization. Our experts will cover a wide range of categories, so you don’t lag behind in any area.
Agenda,
* Establishment
* Regular Contribution Eligibility
* Distributions
* Rollovers, Transfers, and Direct Rollovers
* Required Minimum Distributions
* Beneficiary Options
,
Seminar Information,
Registration 8 A.M. - 8:30 A.M.
Seminar 8:30 A.M. - 4 P.M.
Lunch Break Noon…
Type of Event: Seminars. Solution: IRA/HSA. Country/State: Kentucky. Cost: More than 30 days prior to the seminar, the registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Within 30 days of the seminar, the registration fee is $225 for the first registrant and $210 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expens…
Thursday, November 4, 2010, 7:00 AM – 3:00 PM.
Lexington, KY 40511
Embassy Suites
1801 Newtown Pike
859-455-5000.
Advanced IRA Seminar
IRA Seminars
,
,
IRA Live Seminars - Get on Track and Stay on Track,
Administering IRAs can be challenging. Getting on track will be invaluable as millions of baby boomers prepare to retire and roll their retirement plan assets to IRAs. We can help you stay a step ahead when it comes to new rules and compliance changes, and remaining a source of knowledge for your account owners.
Get on track and stay on track with our Fall, Winter, and Summer IRA Seminar Tours,
Deepen your IRA knowledge on the IRA topics important to you, your account owners, and your financial organization. Our experts will cover a wide range of categories, so you don’t lag behind in any area.
Agenda,
* Required Minimum Distributions
* Beneficiary IRA Administration
* Moving Assets Between IRAs
* Distributions
* Moving Assets Between Employer Plans and IRAs
* Recharacterization and Returned Contributions
,
Seminar Information,
Registration 8 A.M. - 8:30 A.M.
…
Type of Event: Seminars. Solution: IRA/HSA. Country/State: Tennessee. Cost: More than 30 days prior to the seminar, the registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Within 30 days of the seminar, the registration fee is $225 for the first registrant and $210 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expens…
Thursday, November 4, 2010, 8:00 AM – 4:00 PM.
Memphis, TN 38132
Courtyard By Marriott
1780 Nonconnah Blvd
901-396-3600.
Advanced IRA Seminar
IRA Seminars
,
,
IRA Live Seminars - Get on Track and Stay on Track,
Administering IRAs can be challenging. Getting on track will be invaluable as millions of baby boomers prepare to retire and roll their retirement plan assets to IRAs. We can help you stay a step ahead when it comes to new rules and compliance changes, and remaining a source of knowledge for your account owners.
Get on track and stay on track with our Fall, Winter, and Summer IRA Seminar Tours,
Deepen your IRA knowledge on the IRA topics important to you, your account owners, and your financial organization. Our experts will cover a wide range of categories, so you don’t lag behind in any area.
Agenda,
* Required Minimum Distributions
* Beneficiary IRA Administration
* Moving Assets Between IRAs
* Distributions
* Moving Assets Between Employer Plans and IRAs
* Recharacterization and Returned Contributions
,
Seminar Information,
Registration 8 A.M. - 8:30 A.M.
…
Type of Event: Seminars. Solution: IRA/HSA. Country/State: Illinois. Cost: More than 30 days prior to the seminar, the registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Within 30 days of the seminar, the registration fee is $225 for the first registrant and $210 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expens…
Thursday, November 4, 2010, 8:00 AM – 4:00 PM.
Schaumburg, IL 60173
Doubletree
800 National Pky.
847-605-9222.
CRA & Fair Lending Colloquium
Banking Content
Type of Event: Conferences. Solution: General Compliance. Country/State: Nevada. Cost: $1149.
Sunday, November 7, 2010 – Wednesday, November 10, 2010.
Four Seasons Hotel, Las Vegas Nevada.
For more info visit www.cracolloquium.com. National Alliance of Buy Here Pay Here Dealers
Banking Content
Type of Event: Conferences. Solution: Auto. General Banking. Country/State: Texas.
Sunday, November 7, 2010 – Tuesday, November 9, 2010.
Hyatt Regency DFW
Dallas, TX.
For more info visit www.bhphinfo.com. Advanced Compliance Officer Training
Banking Content
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,
You may have an understanding of how compliance management programs are structured and the general functions of a compliance officer.
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Now it’s time to look at some of the deeper issues, things you may not encounter every day but should have some understanding:
,
* Examination planning – what does it mean, how can you prepare – it DOES make a difference
* Examination management – what you can do to make the onsite examination go as smoothly as possible
* Organizational issues – dealing with different organizational structures, committees, etc.
* Supporting the business lines with subject matter expertise while maintaining independence
* Developing a training schedule and gauging the effectiveness of training
* Compliance reviews or audits – why, what, how and how much
* Compliance Management reporting
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The advanced webinar takes the concepts learned in Compliance 101 or Building and Managing an Effective Compliance Management Program webinars…
Type of Event: Webinars-Live. Solution: General Compliance. Country/State: Web. Cost: $199 per connection per session for an unlimited number of listeners using one phone line and the optional Internet connection at the same office address.
Tuesday, November 9, 2010, 11:00 AM – 12:00 PM.
Live Webinar.
Rollovers, Transfers and Direct Rollovers: IRA & Employer Plan Portability
Banking Content
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,
Understanding terminology associated with IRAs is critical to gaining the comfort level necessary to properly administer the movement of assets, or portability, between IRAs and between employer plans and IRAs. This webinar reviews the differences between these transactions and the necessary reporting requirements for rollovers and direct rollovers. It also examines the potential income tax implications an individual might have for each type of transacton.
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Please join us to:
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* To understand the transactional differences between rollovers, transfers, and direct rollovers
* To understand the reporting requirements associated with rollovers and direct rollovers
* To understand who has the ability to complete a rollover, transfer or direct rollover of IRA or employer plan assets
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Session Dates
* September 8, 2010
* November 9, 2010
* January 5, 2011
* February 17, 2011
* April 26, 2011
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.
Type of Event: Webinars-Live. Solution: IRA/HSA. Country/State: Web. Cost: $199 per connection per session for an unlimited number of listeners using one telephone connection and one Internet connection at the same office address.
Tuesday, November 9, 2010, 1:00 PM – 2:00 PM.
Live Webinar.
Beginner IRA Seminar
IRA Seminars
,
,
IRA Live Seminars - Get on Track and Stay on Track,
Administering IRAs can be challenging. Getting on track will be invaluable as millions of baby boomers prepare to retire and roll their retirement plan assets to IRAs. We can help you stay a step ahead when it comes to new rules and compliance changes, and remaining a source of knowledge for your account owners.
Get on track and stay on track with our Fall, Winter, and Summer IRA Seminar Tours,
Deepen your IRA knowledge on the IRA topics important to you, your account owners, and your financial organization. Our experts will cover a wide range of categories, so you don’t lag behind in any area.
Agenda,
* Establishment
* Regular Contribution Eligibility
* Distributions
* Rollovers, Transfers, and Direct Rollovers
* Required Minimum Distributions
* Beneficiary Options
,
Seminar Information,
Registration 8 A.M. - 8:30 A.M.
Seminar 8:30 A.M. - 4 P.M.
Lunch Break Noon…
Type of Event: Seminars. Solution: IRA/HSA. Country/State: Tennessee. Cost: More than 30 days prior to the seminar, the registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Within 30 days of the seminar, the registration fee is $225 for the first registrant and $210 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expens…
Tuesday, November 16, 2010, 7:00 AM – 3:00 PM.
Alcoa, TN 37701
Hilton Inn--Airport
2001 Alcoa Hwy.
865-970-4300.
Advanced IRA Seminar
IRA Seminars
,
,
IRA Live Seminars - Get on Track and Stay on Track,
Administering IRAs can be challenging. Getting on track will be invaluable as millions of baby boomers prepare to retire and roll their retirement plan assets to IRAs. We can help you stay a step ahead when it comes to new rules and compliance changes, and remaining a source of knowledge for your account owners.
Get on track and stay on track with our Fall, Winter, and Summer IRA Seminar Tours,
Deepen your IRA knowledge on the IRA topics important to you, your account owners, and your financial organization. Our experts will cover a wide range of categories, so you don’t lag behind in any area.
Agenda,
* Required Minimum Distributions
* Beneficiary IRA Administration
* Moving Assets Between IRAs
* Distributions
* Moving Assets Between Employer Plans and IRAs
* Recharacterization and Returned Contributions
,
Seminar Information,
Registration 8 A.M. - 8:30 A.M.
…
Type of Event: Seminars. Solution: IRA/HSA. Country/State: Texas. Cost: More than 30 days prior to the seminar, the registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Within 30 days of the seminar, the registration fee is $225 for the first registrant and $210 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expens…
Tuesday, November 16, 2010, 8:00 AM – 4:00 PM.
Abilene, TX 79606
Courtyard By Marriott
4350 Ridgemont Dr.
325-695-9600.
Intermediate IRA Seminar
IRA Seminars
,
,
IRA Live Seminars - Get on Track and Stay on Track,
Administering IRAs can be challenging. Getting on track will be invaluable as millions of baby boomers prepare to retire and roll their retirement plan assets to IRAs. We can help you stay a step ahead when it comes to new rules and compliance changes, and remaining a source of knowledge for your account owners.
Get on track and stay on track with our Fall, Winter, and Summer IRA Seminar Tours,
Deepen your IRA knowledge on the IRA topics important to you, your account owners, and your financial organization. Our experts will cover a wide range of categories, so you don’t lag behind in any area.
Agenda,
* Regular Contributions
* Distributions
* Rollovers, Transfers, and Direct Rollovers
* Traditional-to-Roth IRA Conversions
* Required Minimum Distributions
* Beneficiary Options
,
Seminar Information,
Registration 8 A.M. - 8:30 A.M.
Seminar 8:30 A.M. - 4 P.M.
Lunch…
Type of Event: Seminars. Solution: IRA/HSA. Country/State: Iowa. Cost: More than 30 days prior to the seminar, the registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Within 30 days of the seminar, the registration fee is $225 for the first registrant and $210 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expens…
Tuesday, November 16, 2010, 8:00 AM – 4:00 PM.
Burlington, IA 52601
The Pzazz (Best Western Fun City)
3001 Winegard Dr.
319-753-2223.
Intermediate IRA Seminar
IRA Seminars
,
,
IRA Live Seminars - Get on Track and Stay on Track,
Administering IRAs can be challenging. Getting on track will be invaluable as millions of baby boomers prepare to retire and roll their retirement plan assets to IRAs. We can help you stay a step ahead when it comes to new rules and compliance changes, and remaining a source of knowledge for your account owners.
Get on track and stay on track with our Fall, Winter, and Summer IRA Seminar Tours,
Deepen your IRA knowledge on the IRA topics important to you, your account owners, and your financial organization. Our experts will cover a wide range of categories, so you don’t lag behind in any area.
Agenda,
* Regular Contributions
* Distributions
* Rollovers, Transfers, and Direct Rollovers
* Traditional-to-Roth IRA Conversions
* Required Minimum Distributions
* Beneficiary Options
,
Seminar Information,
Registration 8 A.M. - 8:30 A.M.
Seminar 8:30 A.M. - 4 P.M.
Lunch…
Type of Event: Seminars. Solution: IRA/HSA. Country/State: Louisiana. Cost: More than 30 days prior to the seminar, the registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Within 30 days of the seminar, the registration fee is $225 for the first registrant and $210 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expens…
Tuesday, November 16, 2010, 8:00 AM – 4:00 PM.
Alexandria, LA 71303
Best Western Inn & Suites & Conference Center
2720 N Macarthur Dr
318.445.5530.
The Bureau of Consumer Financial Protection: A new banking regulator with new authority
Banking Content
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A new independent regulatory watchdog has been created pursuant to the financial reform legislation. The Bureau of Consumer Financial Protection will be housed at the Federal Reserve and will have the authority to oversee consumer protection disclosures and practices for certain financial institutions.
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This webinar will provide an in-depth review of the new Bureau of Consumer Financial Protection. It will discuss, in detail, the rule making and examination authority of this new Bureau and the overall impact on financial institutions it regulates.
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Important topics that will be addressed include, among other things:
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* Independent Rule Writing: The new Bureau will have authority to write consumer protection rules governing all financial institutions that offer consumer financial services or products. We will discuss what these rules mean for your organization and how they mesh with other regulatory requirements.
* Examination and Enforcement: Those banks and credit…
Type of Event: Webinars-Live. Solution: General Compliance. Country/State: Web. Cost: $199 per connection per session for an unlimited number of listeners using one telephone connection and one Internet connection at the same office address.
Tuesday, November 16, 2010, 1:00 PM – 2:00 PM.
Live Webinar.
Intermediate IRA Seminar
IRA Seminars
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IRA Live Seminars - Get on Track and Stay on Track,
Administering IRAs can be challenging. Getting on track will be invaluable as millions of baby boomers prepare to retire and roll their retirement plan assets to IRAs. We can help you stay a step ahead when it comes to new rules and compliance changes, and remaining a source of knowledge for your account owners.
Get on track and stay on track with our Fall, Winter, and Summer IRA Seminar Tours,
Deepen your IRA knowledge on the IRA topics important to you, your account owners, and your financial organization. Our experts will cover a wide range of categories, so you don’t lag behind in any area.
Agenda,
* Regular Contributions
* Distributions
* Rollovers, Transfers, and Direct Rollovers
* Traditional-to-Roth IRA Conversions
* Required Minimum Distributions
* Beneficiary Options
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Seminar Information,
Registration 8 A.M. - 8:30 A.M.
Seminar 8:30 A.M. - 4 P.M.
Lunch…
Type of Event: Seminars. Solution: IRA/HSA. Country/State: Tennessee. Cost: More than 30 days prior to the seminar, the registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Within 30 days of the seminar, the registration fee is $225 for the first registrant and $210 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expens…
Wednesday, November 17, 2010, 7:00 AM – 3:00 PM.
Chattanooga, TN 37421
Holiday Inn
2345 Shallowford Village Dr
423-855-2898.
Beginner IRA Seminar
IRA Seminars
,
,
IRA Live Seminars - Get on Track and Stay on Track,
Administering IRAs can be challenging. Getting on track will be invaluable as millions of baby boomers prepare to retire and roll their retirement plan assets to IRAs. We can help you stay a step ahead when it comes to new rules and compliance changes, and remaining a source of knowledge for your account owners.
Get on track and stay on track with our Fall, Winter, and Summer IRA Seminar Tours,
Deepen your IRA knowledge on the IRA topics important to you, your account owners, and your financial organization. Our experts will cover a wide range of categories, so you don’t lag behind in any area.
Agenda,
* Establishment
* Regular Contribution Eligibility
* Distributions
* Rollovers, Transfers, and Direct Rollovers
* Required Minimum Distributions
* Beneficiary Options
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Seminar Information,
Registration 8 A.M. - 8:30 A.M.
Seminar 8:30 A.M. - 4 P.M.
Lunch Break Noon…
Type of Event: Seminars. Solution: IRA/HSA. Country/State: Iowa. Cost: More than 30 days prior to the seminar, the registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Within 30 days of the seminar, the registration fee is $225 for the first registrant and $210 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expens…
Wednesday, November 17, 2010, 8:00 AM – 4:00 PM.
Cedar Rapids, IA 52401
Crowne Plaza Hotel
350 Ne 1St Avenue
319-363-8161.
Intermediate IRA Seminar
IRA Seminars
,
,
IRA Live Seminars - Get on Track and Stay on Track,
Administering IRAs can be challenging. Getting on track will be invaluable as millions of baby boomers prepare to retire and roll their retirement plan assets to IRAs. We can help you stay a step ahead when it comes to new rules and compliance changes, and remaining a source of knowledge for your account owners.
Get on track and stay on track with our Fall, Winter, and Summer IRA Seminar Tours,
Deepen your IRA knowledge on the IRA topics important to you, your account owners, and your financial organization. Our experts will cover a wide range of categories, so you don’t lag behind in any area.
Agenda,
* Regular Contributions
* Distributions
* Rollovers, Transfers, and Direct Rollovers
* Traditional-to-Roth IRA Conversions
* Required Minimum Distributions
* Beneficiary Options
,
Seminar Information,
Registration 8 A.M. - 8:30 A.M.
Seminar 8:30 A.M. - 4 P.M.
Lunch…
Type of Even