More Than the Basics IRA Seminar
IRA Seminars
, ,
IRA Live Seminars
Our IRA seminars offer basic and in-depth levels of knowledge and experience on all types of retirement plans.
Offered at locations across the country, our seminars provide up-to-date information and interpretation on regulatory and legislative changes affecting your IRA and HSA programs. Our More Than the Basics sessions are designed for individuals who understand the overall rules and requirements, but may need a refresher or help with addressing some of the tougher IRA situations they encounter every day.
,
More Than the Basics Agenda
* Required Minimum Distributions—including a discussion on RMD administrative issues
* Beneficiary options
* Rollovers, transfers, direct rollovers
* Rollovers and conversions to a Roth IRA
* Recharacterization and returned contribution
* 2009 IRS reporting changes summary
* Health Savings Accounts
,
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. State: Florida. Cost: Registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Purchase two full price registrations at $195 for a winter seminar by December 18, 2009, and receive a third winter registration free. Registrations must be made for the same location and must be purchased at the same time. Regular pricing applies when promotion period ends. Additional discount pricing is available for organizations that send 11 or more people. The fee includes semi…
Tuesday, March 23, 2010, 7:00 AM – 3:00 PM.
Orlando, FL 32812
Crowne Plaza
5555 Hazeltine National Dr.
407.856.1000.
More Than the Basics IRA Seminar
IRA Seminars
, ,
IRA Live Seminars
Our IRA seminars offer basic and in-depth levels of knowledge and experience on all types of retirement plans.
Offered at locations across the country, our seminars provide up-to-date information and interpretation on regulatory and legislative changes affecting your IRA and HSA programs. Our More Than the Basics sessions are designed for individuals who understand the overall rules and requirements, but may need a refresher or help with addressing some of the tougher IRA situations they encounter every day.
,
More Than the Basics Agenda
* Required Minimum Distributions—including a discussion on RMD administrative issues
* Beneficiary options
* Rollovers, transfers, direct rollovers
* Rollovers and conversions to a Roth IRA
* Recharacterization and returned contribution
* 2009 IRS reporting changes summary
* Health Savings Accounts
,
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. State: Texas. Cost: Registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Purchase two full price registrations at $195 for a winter seminar by December 18, 2009, and receive a third winter registration free. Registrations must be made for the same location and must be purchased at the same time. Regular pricing applies when promotion period ends. Additional discount pricing is available for organizations that send 11 or more people. The fee includes semi…
Tuesday, March 23, 2010, 8:00 AM – 4:00 PM.
Lubbock, TX 79401
Holiday Inn—Hotel & Towers
801 Avenue Q
806.763.1200.
More Than the Basics IRA Seminar
IRA Seminars
, ,
IRA Live Seminars
Our IRA seminars offer basic and in-depth levels of knowledge and experience on all types of retirement plans.
Offered at locations across the country, our seminars provide up-to-date information and interpretation on regulatory and legislative changes affecting your IRA and HSA programs. Our More Than the Basics sessions are designed for individuals who understand the overall rules and requirements, but may need a refresher or help with addressing some of the tougher IRA situations they encounter every day.
,
More Than the Basics Agenda
* Required Minimum Distributions—including a discussion on RMD administrative issues
* Beneficiary options
* Rollovers, transfers, direct rollovers
* Rollovers and conversions to a Roth IRA
* Recharacterization and returned contribution
* 2009 IRS reporting changes summary
* Health Savings Accounts
,
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. State: Florida. Cost: Registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Purchase two full price registrations at $195 for a winter seminar by December 18, 2009, and receive a third winter registration free. Registrations must be made for the same location and must be purchased at the same time. Regular pricing applies when promotion period ends. Additional discount pricing is available for organizations that send 11 or more people. The fee includes semi…
Wednesday, March 24, 2010, 7:00 AM – 3:00 PM.
Tampa, FL 33607
Marriott—Westshore
1001 N Westshore Blvd.
813.287.2555.
More Than the Basics IRA Seminar
IRA Seminars
, ,
IRA Live Seminars
Our IRA seminars offer basic and in-depth levels of knowledge and experience on all types of retirement plans.
Offered at locations across the country, our seminars provide up-to-date information and interpretation on regulatory and legislative changes affecting your IRA and HSA programs. Our More Than the Basics sessions are designed for individuals who understand the overall rules and requirements, but may need a refresher or help with addressing some of the tougher IRA situations they encounter every day.
,
More Than the Basics Agenda
* Required Minimum Distributions—including a discussion on RMD administrative issues
* Beneficiary options
* Rollovers, transfers, direct rollovers
* Rollovers and conversions to a Roth IRA
* Recharacterization and returned contribution
* 2009 IRS reporting changes summary
* Health Savings Accounts
,
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. State: Texas. Cost: Registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Purchase two full price registrations at $195 for a winter seminar by December 18, 2009, and receive a third winter registration free. Registrations must be made for the same location and must be purchased at the same time. Regular pricing applies when promotion period ends. Additional discount pricing is available for organizations that send 11 or more people. The fee includes semi…
Wednesday, March 24, 2010, 8:00 AM – 4:00 PM.
Abilene, TX 79606
MCM Elegante Suites
4250 Ridgemont Dr.
325.698.1234.
IA Compliance Best Practices Summit
Securities
Type of Event: Tradeshows. Solution: Securities. State: District of Columbia.
Thursday, March 25, 2010 – Friday, March 26, 2010.
Renaissance Washington DC Hotel
999 Ninth Street NW
Washington, DC 20001.
More Than the Basics IRA Seminar
IRA Seminars
, ,
IRA Live Seminars
Our IRA seminars offer basic and in-depth levels of knowledge and experience on all types of retirement plans.
Offered at locations across the country, our seminars provide up-to-date information and interpretation on regulatory and legislative changes affecting your IRA and HSA programs. Our More Than the Basics sessions are designed for individuals who understand the overall rules and requirements, but may need a refresher or help with addressing some of the tougher IRA situations they encounter every day.
,
More Than the Basics Agenda
* Required Minimum Distributions—including a discussion on RMD administrative issues
* Beneficiary options
* Rollovers, transfers, direct rollovers
* Rollovers and conversions to a Roth IRA
* Recharacterization and returned contribution
* 2009 IRS reporting changes summary
* Health Savings Accounts
,
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. State: Florida. Cost: Registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Purchase two full price registrations at $195 for a winter seminar by December 18, 2009, and receive a third winter registration free. Registrations must be made for the same location and must be purchased at the same time. Regular pricing applies when promotion period ends. Additional discount pricing is available for organizations that send 11 or more people. The fee includes semi…
Thursday, March 25, 2010, 7:00 AM – 3:00 PM.
Miami, FL 33126
Doubletree
711 NW 72nd Avenue
305.261.3800.
More Than the Basics IRA Seminar
IRA Seminars
, ,
IRA Live Seminars
Our IRA seminars offer basic and in-depth levels of knowledge and experience on all types of retirement plans.
Offered at locations across the country, our seminars provide up-to-date information and interpretation on regulatory and legislative changes affecting your IRA and HSA programs. Our More Than the Basics sessions are designed for individuals who understand the overall rules and requirements, but may need a refresher or help with addressing some of the tougher IRA situations they encounter every day.
,
More Than the Basics Agenda
* Required Minimum Distributions—including a discussion on RMD administrative issues
* Beneficiary options
* Rollovers, transfers, direct rollovers
* Rollovers and conversions to a Roth IRA
* Recharacterization and returned contribution
* 2009 IRS reporting changes summary
* Health Savings Accounts
,
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. State: Texas. Cost: Registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Purchase two full price registrations at $195 for a winter seminar by December 18, 2009, and receive a third winter registration free. Registrations must be made for the same location and must be purchased at the same time. Regular pricing applies when promotion period ends. Additional discount pricing is available for organizations that send 11 or more people. The fee includes semi…
Thursday, March 25, 2010, 8:00 AM – 4:00 PM.
Irving, TX 75062
Radisson
4600 W Airport Freeway
972.513.0800.
HAFA: The Last Stop Webinar
Banking Content
With 43 pages of forms and guidelines, the new HAFA (Home Affordable Foreclosure Alternatives) Program is quite complex – let us be your guide. HAFA goes into effect on April 5, 2010 so don’t miss your opportunity to get on the inside. This webinar features speakers from the US Treasury, TowerGroup, and Wolters Kluwer Financial Services.
Type of Event: Webinars-Live. Solution: Mortgage. State: Web. Cost: $249.00.
Thursday, March 25, 2010, 10:30 AM – 11:30 AM.
Live Webinar.
For more info visit www.housingwire.com. Changes to Regulation E - Understanding the Opt-in Requirements
Banking Content
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On November 12, 2009, the Federal Reserve Board issued final amendments to Regulation E about overdraft services.
,
This wasn’t just industry news; it was splashed across mainstream headlines as well. It was described as everything from a victory for consumers to a nightmare for bankers — one that would cause confusion and cost more for everyone.
,
In this timely webinar, you’ll get a solid overview of the Reg E amendments — plus, learn some practical steps your financial institution can take to prepare for the January 19 effective date and July 1 mandatory compliance date.
,
* Learn whether your institution can assess an overdraft fee for paying ATM transactions and one-time debit card transactions that overdraw a customer’s account
* Understand the new rules around consumer opt-ins and related notices
* Get the details on the myriad of other requirements associated with the new rule
,
We’ll help educate you so you’ll know exactly what you need to do —…
Type of Event: Webinars-Live. Solution: Deposit. State: Web. Cost: Only $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.
Thursday, March 25, 2010, 1:00 PM – 2:00 PM.
Live Webinar.
More Than the Basics IRA Seminar
IRA Seminars
, ,
IRA Live Seminars
Our IRA seminars offer basic and in-depth levels of knowledge and experience on all types of retirement plans.
Offered at locations across the country, our seminars provide up-to-date information and interpretation on regulatory and legislative changes affecting your IRA and HSA programs. Our More Than the Basics sessions are designed for individuals who understand the overall rules and requirements, but may need a refresher or help with addressing some of the tougher IRA situations they encounter every day.
,
More Than the Basics Agenda
* Required Minimum Distributions—including a discussion on RMD administrative issues
* Beneficiary options
* Rollovers, transfers, direct rollovers
* Rollovers and conversions to a Roth IRA
* Recharacterization and returned contribution
* 2009 IRS reporting changes summary
* Health Savings Accounts
,
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. State: Florida. Cost: Registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Purchase two full price registrations at $195 for a winter seminar by December 18, 2009, and receive a third winter registration free. Registrations must be made for the same location and must be purchased at the same time. Regular pricing applies when promotion period ends. Additional discount pricing is available for organizations that send 11 or more people. The fee includes semi…
Friday, March 26, 2010, 7:00 AM – 3:00 PM.
Tallahassee, FL 32301
Quality Inn & Suites
2020 Apalachee Pkwy
850.877.4437.
Understanding Escrow and Changes
Banking Content
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No April fool: As of April 1, 2010, the Reg Z HOEPA/HPML regulatory change requires that lenders escrow for all HPML loans (except manufactured homes). Manufactured homes escrow requirement is effective October 1, 2010.
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Many community banks have not required or supported escrow for portfolio loans.
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We’ll help you understand escrow:
* HPML regulatory change
* Legal requirements
* Procedures and policies
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Type of Event: Webinars-Live. Solution: Mortgage. State: Web. Cost: Only $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, March 30, 2010, 1:00 PM – 2:00 PM.
Live Webinar.
Changes to Regulation E - Understanding the Opt-in Requirements
Banking Content
, ,
,
On November 12, 2009, the Federal Reserve Board issued final amendments to Regulation E about overdraft services.
,
This wasn’t just industry news; it was splashed across mainstream headlines as well. It was described as everything from a victory for consumers to a nightmare for bankers — one that would cause confusion and cost more for everyone.
,
In this timely webinar, you’ll get a solid overview of the Reg E amendments — plus, learn some practical steps your financial institution can take to prepare for the January 19 effective date and July 1 mandatory compliance date.
,
* Learn whether your institution can assess an overdraft fee for paying ATM transactions and one-time debit card transactions that overdraw a customer’s account
* Understand the new rules around consumer opt-ins and related notices
* Get the details on the myriad of other requirements associated with the new rule
,
We’ll help educate you so you’ll know exactly what you need to do —…
Type of Event: Webinars-Live. Solution: Deposit. State: Web. Cost: Only $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.
Wednesday, April 7, 2010, 1:00 PM – 2:00 PM.
Live Webinar.
Jump Start — An Introduction to IRAs
Banking Content
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Get your staff up-to-speed quickly on the basics of traditional and Roth Individual Retirement Accounts (IRAs) with our “Jump Start—An Introduction to IRAs” on-demand webinar. This recorded, online webinar is a convenient way for employees to expand their knowledge of IRAs while building a solid foundation for future IRA learning, including our more advanced IRA live seminars.
,
Covered topics include:
* Traditional vs. Roth IRA Overview
* Traditional and Roth IRA Establishment
* Traditional and Roth IRA Regular Contributions
* Traditional and Roth IRA Distributions
* Traditional and Roth IRA Rollovers and Transfers
* Employer Plan and IRA Rollovers and Direct Rollovers
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Session Dates
* April 7, 2010
* May 5, 2010
* June 2, 2010
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Type of Event: Webinars-Live. Solution: IRA/HSA. State: Web. Cost: Only $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.
Wednesday, April 7, 2010, 1:30 PM – 3:00 PM.
Live Webinar.
New Model Privacy Language Update
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…
Type of Event: Webinars-Live. Solution: Financial Crime Control. 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, April 14, 2010, 1:00 PM – 2:30 PM.
Live Webinar.
An Introduction to Health Savings Accounts
Banking Content
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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.
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Agenda
* Overview
* Establishment
* Regular Contributions
* Distributions
* Rollovers and Transfers
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Session Dates
* April 14, 2010
* May 12, 2010
* June 9, 2010
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Type of Event: Webinars-Live. Solution: IRA/HSA. State: Web. Cost: Only $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.
Wednesday, April 14, 2010, 1:30 PM – 2:30 PM.
Live Webinar.
IRES National School of Market Regulation
Insurance
Type of Event: Tradeshows. Solution: Insurance. State: Illinois.
Sunday, April 18, 2010 – Tuesday, April 20, 2010.
Fairmont Chicago Millenium Hotel
200 North Columbus Drive
Chicago, IL 60601.
Introduction to SBA Lending: How to Start a Profitable Small Business Program
Banking Content
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SBA lending is growing. And hundreds of banks are starting new SBA lending departments. What about yours?
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Join us for a high-level overview — the first of three sessions this year — of SBA lending.
,
After just an hour, you’ll know the key elements you need to start and operate a profitable SBA lending business — and where to go for more information and training. (Wolters Kluwer, of course.)
,
You’ll learn about:
* The history of SBA and benefits of SBA lending
* How to start with the right personnel
* Establishing policies and procedures
* Marketing and creating a referral network
* Processing the SBA loan request
* Closing and servicing the SBA loan
* Selling the guaranteed portion in the secondary market
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See what it takes to start an SBA lending department in your bank’s commercial lending operation.
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Session Dates
* April 20, 2010
* May 5, 2010
* May 20, 2010
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Type of Event: Webinars-Live. Solution: Lending. State: Web. Cost: Only $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, April 20, 2010, 1:00 PM – 2:00 PM.
Live Webinar.
Does your organization Tweet? Understanding Social Media & Compliance
Banking Content
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Your 16 year old is on Twitter. And your Aunt Janet is on Facebook. What about your organization — should they be, too?
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This webinar is all about social media: the market opportunity, the basics of implementation, as well as the risks considerations about compliance. Our interactive marketing staff will join our compliance experts to help you see the big picture and get started implementing a social media plan that works for your organization.
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Hear more about:
* The types of consumers who are using social media websites — and how they use them
* The basics of getting your organization set up
* The compliance implications — both internal and external — in communicating with your customers via this medium
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Join us for this timely, topical webinar on how to make social media work best for your bank.
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Type of Event: Webinars-Live. Solution: Auto. Deposit. Financial Crime Control. Indirect Lending. Insurance. IRA/HSA. Lending. Mortgage. Securities. State: Web. Cost: Only $99 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, April 21, 2010, 1:00 PM – 2:00 PM.
Live Webinar.
Advanced Health Savings Accounts
Banking Content
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This session is most beneficial to individuals who already feel comfortable with the basic Health Savings Account (HSA) rules relating to eligibility, account establishment, and distributions. It delves deeper into the topics covered in the Introduction session that a financial organization or HSA owner may encounter. Some of the topics include a review of recent market trends, contribution limit reductions and testing periods, excess contributions, ineligible employer contributions, and negative balance accounts. Join us for this 60-minute session that will provide more experienced HSA specialists with the knowledge necessary to address complex issues that a financial organization may face.
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Agenda
* Market Information
* Regular Contributions
* Distributions
* Rollovers and Transfers
* Other Matters
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Session Dates
* April 21, 2010
* June 23, 2010
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Type of Event: Webinars-Live. Solution: IRA/HSA. State: Web. Cost: Only $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.
Wednesday, April 21, 2010, 1:30 PM – 2:30 PM.
Live Webinar.
LHCA Conference
Insurance
Type of Event: Tradeshows. Solution: Insurance. State: Ohio.
Wednesday, April 28, 2010 – Friday, April 30, 2010.
The Westin Cincinnati
21 East Fifth Street
Cincinnati, OH 45202-3160.
Changes to Regulation E - Understanding the Opt-in Requirements
Banking Content
, ,
,
On November 12, 2009, the Federal Reserve Board issued final amendments to Regulation E about overdraft services.
,
This wasn’t just industry news; it was splashed across mainstream headlines as well. It was described as everything from a victory for consumers to a nightmare for bankers — one that would cause confusion and cost more for everyone.
,
In this timely webinar, you’ll get a solid overview of the Reg E amendments — plus, learn some practical steps your financial institution can take to prepare for the January 19 effective date and July 1 mandatory compliance date.
,
* Learn whether your institution can assess an overdraft fee for paying ATM transactions and one-time debit card transactions that overdraw a customer’s account
* Understand the new rules around consumer opt-ins and related notices
* Get the details on the myriad of other requirements associated with the new rule
,
We’ll help educate you so you’ll know exactly what you need to do —…
Type of Event: Webinars-Live. Solution: Deposit. State: Web. Cost: Only $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.
Wednesday, May 5, 2010, 11:00 AM – 12:00 PM.
Live Webinar.
Introduction to SBA Lending: How to Start a Profitable Small Business Program
Banking Content
, ,
,
SBA lending is growing. And hundreds of banks are starting new SBA lending departments. What about yours?
,
Join us for a high-level overview — the first of three sessions this year — of SBA lending.
,
After just an hour, you’ll know the key elements you need to start and operate a profitable SBA lending business — and where to go for more information and training. (Wolters Kluwer, of course.)
,
You’ll learn about:
* The history of SBA and benefits of SBA lending
* How to start with the right personnel
* Establishing policies and procedures
* Marketing and creating a referral network
* Processing the SBA loan request
* Closing and servicing the SBA loan
* Selling the guaranteed portion in the secondary market
,
See what it takes to start an SBA lending department in your bank’s commercial lending operation.
,
Session Dates
* April 20, 2010
* May 5, 2010
* May 20, 2010
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Type of Event: Webinars-Live. Solution: Lending. State: Web. Cost: Only $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.
Wednesday, May 5, 2010, 11:00 AM – 12:00 PM.
Live Webinar.
Jump Start — An Introduction to IRAs
Banking Content
, ,
,
Get your staff up-to-speed quickly on the basics of traditional and Roth Individual Retirement Accounts (IRAs) with our “Jump Start—An Introduction to IRAs” on-demand webinar. This recorded, online webinar is a convenient way for employees to expand their knowledge of IRAs while building a solid foundation for future IRA learning, including our more advanced IRA live seminars.
,
Covered topics include:
* Traditional vs. Roth IRA Overview
* Traditional and Roth IRA Establishment
* Traditional and Roth IRA Regular Contributions
* Traditional and Roth IRA Distributions
* Traditional and Roth IRA Rollovers and Transfers
* Employer Plan and IRA Rollovers and Direct Rollovers
,
Session Dates
* April 7, 2010
* May 5, 2010
* June 2, 2010
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Type of Event: Webinars-Live. Solution: IRA/HSA. State: Web. Cost: Only $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.
Wednesday, May 5, 2010, 1:30 PM – 3:00 PM.
Live Webinar.
More Than the Basics IRA Seminar
IRA Seminars
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IRA Live Seminars
Our IRA seminars offer basic and in-depth levels of knowledge and experience on all types of retirement plans. Offered at locations across the country, our seminars provide up-to-date information and interpretation on regulatory and legislative changes affecting your IRA and HSA programs. Our More Than the Basics sessions are designed for individuals who understand the overall rules and requirements, but may need a refresher or help with addressing some of the tougher IRA situations they encounter every day.
,
More Than the Basics Agenda
* Moving Assets Between IRAs
* Moving Assets Between IRAs and Employer Plans
* Recharacterization and Excess Contributions
* Required Minimum Distributions
* Beneficiary Administration
* 2010 Reporting Update
* Any new legislative/regulatory updates, such as IRS Form 5305
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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…
Type of Event: Seminars. Solution: IRA/HSA. State: Maine. Cost: Registration fee is $195 for the first registrant and $180 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 expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.
Tuesday, May 11, 2010, 7:00 AM – 3:00 PM.
Portland, ME 04102
Embassy Suites
1050 Westbrook St.
207.775.2200.
Just the Basics IRA Seminar
IRA Seminars
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IRA Live Seminars
Our IRA seminars offer basic and in-depth levels of knowledge and experience on all types of retirement plans. Offered at locations across the country, our seminars provide up-to-date information and interpretation on regulatory and legislative changes affecting your IRA program. Our Just the Basics sessions are designed for individuals needing a panoramic view of the general rules and requirements impacting their IRA operations.
,
Just the Basics Agenda
* Establishment
* Eligibility
* Distributions
* Rollovers
* Transfers
* Direct Rollovers
* 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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Cancellation Policy and Additional Seminar Details
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Continuing Education Credits
Any Independent Community Bankers of America (ICBA) certified individual who attends one of our live seminars can earn six hours…
Type of Event: Seminars. Solution: IRA/HSA. State: Indiana. Cost: Registration fee is $195 for the first registrant and $180 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 expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.
Tuesday, May 11, 2010, 8:00 AM – 4:00 PM.
Fort Wayne, IN 46825
Marriott
305 E Washington Center Road
260.484.0411.
Just the Basics IRA Seminar
IRA Seminars
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IRA Live Seminars
Our IRA seminars offer basic and in-depth levels of knowledge and experience on all types of retirement plans. Offered at locations across the country, our seminars provide up-to-date information and interpretation on regulatory and legislative changes affecting your IRA program. Our Just the Basics sessions are designed for individuals needing a panoramic view of the general rules and requirements impacting their IRA operations.
,
Just the Basics Agenda
* Establishment
* Eligibility
* Distributions
* Rollovers
* Transfers
* Direct Rollovers
* 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)
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Cancellation Policy and Additional Seminar Details
,
Continuing Education Credits
Any Independent Community Bankers of America (ICBA) certified individual who attends one of our live seminars can earn six hours…
Type of Event: Seminars. Solution: IRA/HSA. State: Illinois. Cost: Registration fee is $195 for the first registrant and $180 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 expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.
Tuesday, May 11, 2010, 8:00 AM – 4:00 PM.
Mount Vernon, IL 62864
Holiday Inn
222 Potomac Blvd.
618.244.7100.
More Than the Basics IRA Seminar
IRA Seminars
, ,
IRA Live Seminars
Our IRA seminars offer basic and in-depth levels of knowledge and experience on all types of retirement plans. Offered at locations across the country, our seminars provide up-to-date information and interpretation on regulatory and legislative changes affecting your IRA and HSA programs. Our More Than the Basics sessions are designed for individuals who understand the overall rules and requirements, but may need a refresher or help with addressing some of the tougher IRA situations they encounter every day.
,
More Than the Basics Agenda
* Moving Assets Between IRAs
* Moving Assets Between IRAs and Employer Plans
* Recharacterization and Excess Contributions
* Required Minimum Distributions
* Beneficiary Administration
* 2010 Reporting Update
* Any new legislative/regulatory updates, such as IRS Form 5305
,
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…
Type of Event: Seminars. Solution: IRA/HSA. State: Texas. Cost: Registration fee is $195 for the first registrant and $180 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 expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.
Tuesday, May 11, 2010, 8:00 AM – 4:00 PM.
San Angelo, TX 76903
San Angelo Inn
441 Rio Concho Dr.
325.658.2828.
More Than the Basics: Part 1
IRA Seminars
* Moving Assets Between IRAs
* Moving Assets Between IRAs and Employer Plans
* Any legislative/regulatory updates such as new 5305 language
,
, .
Type of Event: Webinars-Live. Solution: IRA/HSA. State: Web. Cost: $169 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, May 11, 2010, 11:00 AM – 12:30 PM.
Live Webinar.
More Than the Basics IRA Seminar
IRA Seminars
, ,
IRA Live Seminars
Our IRA seminars offer basic and in-depth levels of knowledge and experience on all types of retirement plans. Offered at locations across the country, our seminars provide up-to-date information and interpretation on regulatory and legislative changes affecting your IRA and HSA programs. Our More Than the Basics sessions are designed for individuals who understand the overall rules and requirements, but may need a refresher or help with addressing some of the tougher IRA situations they encounter every day.
,
More Than the Basics Agenda
* Moving Assets Between IRAs
* Moving Assets Between IRAs and Employer Plans
* Recharacterization and Excess Contributions
* Required Minimum Distributions
* Beneficiary Administration
* 2010 Reporting Update
* Any new legislative/regulatory updates, such as IRS Form 5305
,
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…
Type of Event: Seminars. Solution: IRA/HSA. State: New Hampshire. Cost: Registration fee is $195 for the first registrant and $180 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 expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.
Wednesday, May 12, 2010, 7:00 AM – 3:00 PM.
Manchester, NH 03101
Radisson Center of NH
700 Elm St.
603.206.4206.
More Than the Basics IRA Seminar
IRA Seminars
, ,
IRA Live Seminars
Our IRA seminars offer basic and in-depth levels of knowledge and experience on all types of retirement plans. Offered at locations across the country, our seminars provide up-to-date information and interpretation on regulatory and legislative changes affecting your IRA and HSA programs. Our More Than the Basics sessions are designed for individuals who understand the overall rules and requirements, but may need a refresher or help with addressing some of the tougher IRA situations they encounter every day.
,
More Than the Basics Agenda
* Moving Assets Between IRAs
* Moving Assets Between IRAs and Employer Plans
* Recharacterization and Excess Contributions
* Required Minimum Distributions
* Beneficiary Administration
* 2010 Reporting Update
* Any new legislative/regulatory updates, such as IRS Form 5305
,
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…
Type of Event: Seminars. Solution: IRA/HSA. State: Michigan. Cost: Registration fee is $195 for the first registrant and $180 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 expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.
Wednesday, May 12, 2010, 7:00 AM – 3:00 PM.
East Lansing, MI 48824
Kellogg Hotel & Conf.
55 South Harrison Road
517.432.4000.
Just the Basics IRA Seminar
IRA Seminars
, ,
,
IRA Live Seminars
Our IRA seminars offer basic and in-depth levels of knowledge and experience on all types of retirement plans. Offered at locations across the country, our seminars provide up-to-date information and interpretation on regulatory and legislative changes affecting your IRA program. Our Just the Basics sessions are designed for individuals needing a panoramic view of the general rules and requirements impacting their IRA operations.
,
Just the Basics Agenda
* Establishment
* Eligibility
* Distributions
* Rollovers
* Transfers
* Direct Rollovers
* 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)
,
Cancellation Policy and Additional Seminar Details
,
Continuing Education Credits
Any Independent Community Bankers of America (ICBA) certified individual who attends one of our live seminars can earn six hours…
Type of Event: Seminars. Solution: IRA/HSA. State: Texas. Cost: Registration fee is $195 for the first registrant and $180 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 expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.
Wednesday, May 12, 2010, 8:00 AM – 4:00 PM.
Austin, TX 78723
Embassy Suites
5901 N I-35
512.454.8004.
More Than the Basics IRA Seminar
IRA Seminars
, ,
IRA Live Seminars
Our IRA seminars offer basic and in-depth levels of knowledge and experience on all types of retirement plans. Offered at locations across the country, our seminars provide up-to-date information and interpretation on regulatory and legislative changes affecting your IRA and HSA programs. Our More Than the Basics sessions are designed for individuals who understand the overall rules and requirements, but may need a refresher or help with addressing some of the tougher IRA situations they encounter every day.
,
More Than the Basics Agenda
* Moving Assets Between IRAs
* Moving Assets Between IRAs and Employer Plans
* Recharacterization and Excess Contributions
* Required Minimum Distributions
* Beneficiary Administration
* 2010 Reporting Update
* Any new legislative/regulatory updates, such as IRS Form 5305
,
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…
Type of Event: Seminars. Solution: IRA/HSA. State: Illinois. Cost: Registration fee is $195 for the first registrant and $180 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 expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.
Wednesday, May 12, 2010, 8:00 AM – 4:00 PM.
Mount Vernon, IL 62864
Holiday Inn
222 Potomac Blvd.
618.244.7100.
New Model Privacy Language Update
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…
Type of Event: Webinars-Live. Solution: Financial Crime Control. 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, May 12, 2010, 1:00 PM – 2:30 PM.
Live Webinar.
An 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
* April 14, 2010
* May 12, 2010
* June 9, 2010
,
, .
Type of Event: Webinars-Live. Solution: IRA/HSA. State: Web. Cost: Only $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.
Wednesday, May 12, 2010, 1:30 PM – 2:30 PM.
Live Webinar.
Just the Basics IRA Seminar
IRA Seminars
, ,
,
IRA Live Seminars
Our IRA seminars offer basic and in-depth levels of knowledge and experience on all types of retirement plans. Offered at locations across the country, our seminars provide up-to-date information and interpretation on regulatory and legislative changes affecting your IRA program. Our Just the Basics sessions are designed for individuals needing a panoramic view of the general rules and requirements impacting their IRA operations.
,
Just the Basics Agenda
* Establishment
* Eligibility
* Distributions
* Rollovers
* Transfers
* Direct Rollovers
* 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)
,
Cancellation Policy and Additional Seminar Details
,
Continuing Education Credits
Any Independent Community Bankers of America (ICBA) certified individual who attends one of our live seminars can earn six hours…
Type of Event: Seminars. Solution: IRA/HSA. State: Michigan. Cost: Registration fee is $195 for the first registrant and $180 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 expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.
Thursday, May 13, 2010, 7:00 AM – 3:00 PM.
Grand Rapids, MI 49512
Hilton
4747 28th Street SE
616.957.0100.
More Than the Basics IRA Seminar
IRA Seminars
, ,
IRA Live Seminars
Our IRA seminars offer basic and in-depth levels of knowledge and experience on all types of retirement plans. Offered at locations across the country, our seminars provide up-to-date information and interpretation on regulatory and legislative changes affecting your IRA and HSA programs. Our More Than the Basics sessions are designed for individuals who understand the overall rules and requirements, but may need a refresher or help with addressing some of the tougher IRA situations they encounter every day.
,
More Than the Basics Agenda
* Moving Assets Between IRAs
* Moving Assets Between IRAs and Employer Plans
* Recharacterization and Excess Contributions
* Required Minimum Distributions
* Beneficiary Administration
* 2010 Reporting Update
* Any new legislative/regulatory updates, such as IRS Form 5305
,
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…
Type of Event: Seminars. Solution: IRA/HSA. State: Massachusetts. Cost: Registration fee is $195 for the first registrant and $180 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 expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.
Thursday, May 13, 2010, 7:00 AM – 3:00 PM.
Marlborough, MA 01752
Embassy Suites
123 W Boston Post Road
508.485.5900.
More Than the Basics IRA Seminar
IRA Seminars
, ,
IRA Live Seminars
Our IRA seminars offer basic and in-depth levels of knowledge and experience on all types of retirement plans. Offered at locations across the country, our seminars provide up-to-date information and interpretation on regulatory and legislative changes affecting your IRA and HSA programs. Our More Than the Basics sessions are designed for individuals who understand the overall rules and requirements, but may need a refresher or help with addressing some of the tougher IRA situations they encounter every day.
,
More Than the Basics Agenda
* Moving Assets Between IRAs
* Moving Assets Between IRAs and Employer Plans
* Recharacterization and Excess Contributions
* Required Minimum Distributions
* Beneficiary Administration
* 2010 Reporting Update
* Any new legislative/regulatory updates, such as IRS Form 5305
,
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…
Type of Event: Seminars. Solution: IRA/HSA. State: Texas. Cost: Registration fee is $195 for the first registrant and $180 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 expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.
Thursday, May 13, 2010, 8:00 AM – 4:00 PM.
Austin, TX 78723
Embassy Suites
5901 N I-35
512.454.8004.
More Than the Basics IRA Seminar
IRA Seminars
, ,
IRA Live Seminars
Our IRA seminars offer basic and in-depth levels of knowledge and experience on all types of retirement plans. Offered at locations across the country, our seminars provide up-to-date information and interpretation on regulatory and legislative changes affecting your IRA and HSA programs. Our More Than the Basics sessions are designed for individuals who understand the overall rules and requirements, but may need a refresher or help with addressing some of the tougher IRA situations they encounter every day.
,
More Than the Basics Agenda
* Moving Assets Between IRAs
* Moving Assets Between IRAs and Employer Plans
* Recharacterization and Excess Contributions
* Required Minimum Distributions
* Beneficiary Administration
* 2010 Reporting Update
* Any new legislative/regulatory updates, such as IRS Form 5305
,
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…
Type of Event: Seminars. Solution: IRA/HSA. State: Illinois. Cost: Registration fee is $195 for the first registrant and $180 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 expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.
Thursday, May 13, 2010, 8:00 AM – 4:00 PM.
Oak Lawn, IL 60453
Hilton Oak Lawn (Hotel & Conf. Center)
9333 S Cicero Avenue
708.425.7800.
More Than the Basics: Part 2
IRA Seminars
* Recharacterization and Removing Excess Contributions
* Required Minimum Distributions (Summary)
* IRS Reporting Summary
* Any legislative/regulatory updates such as new 5305 language
,
, .
Type of Event: Webinars-Live. Solution: IRA/HSA. State: Web. Cost: $169 per connection per session for an unlimited number of listeners using one phone line and the optional Internet connection at the same office address.
Thursday, May 13, 2010, 11:00 AM – 12:30 PM.
Live Webinar.
Just the Basics IRA Seminar
IRA Seminars
, ,
,
IRA Live Seminars
Our IRA seminars offer basic and in-depth levels of knowledge and experience on all types of retirement plans. Offered at locations across the country, our seminars provide up-to-date information and interpretation on regulatory and legislative changes affecting your IRA program. Our Just the Basics sessions are designed for individuals needing a panoramic view of the general rules and requirements impacting their IRA operations.
,
Just the Basics Agenda
* Establishment
* Eligibility
* Distributions
* Rollovers
* Transfers
* Direct Rollovers
* 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)
,
Cancellation Policy and Additional Seminar Details
,
Continuing Education Credits
Any Independent Community Bankers of America (ICBA) certified individual who attends one of our live seminars can earn six hours…
Type of Event: Seminars. Solution: IRA/HSA. State: Ohio. Cost: Registration fee is $195 for the first registrant and $180 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 expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.
Tuesday, May 18, 2010, 7:00 AM – 3:00 PM.
Worthington, OH 43085
Holiday Inn
7007 N High Street
614.436.0700.
Just the Basics IRA Seminar
IRA Seminars
, ,
,
IRA Live Seminars
Our IRA seminars offer basic and in-depth levels of knowledge and experience on all types of retirement plans. Offered at locations across the country, our seminars provide up-to-date information and interpretation on regulatory and legislative changes affecting your IRA program. Our Just the Basics sessions are designed for individuals needing a panoramic view of the general rules and requirements impacting their IRA operations.
,
Just the Basics Agenda
* Establishment
* Eligibility
* Distributions
* Rollovers
* Transfers
* Direct Rollovers
* 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)
,
Cancellation Policy and Additional Seminar Details
,
Continuing Education Credits
Any Independent Community Bankers of America (ICBA) certified individual who attends one of our live seminars can earn six hours…
Type of Event: Seminars. Solution: IRA/HSA. State: Alabama. Cost: Registration fee is $195 for the first registrant and $180 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 expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.
Tuesday, May 18, 2010, 8:00 AM – 4:00 PM.
Birmingham, AL 35203
Sheraton
2101 N Richard Arrington Jr. Blvd.
205.324.5000.
Just the Basics IRA Seminar
IRA Seminars
, ,
,
IRA Live Seminars
Our IRA seminars offer basic and in-depth levels of knowledge and experience on all types of retirement plans. Offered at locations across the country, our seminars provide up-to-date information and interpretation on regulatory and legislative changes affecting your IRA program. Our Just the Basics sessions are designed for individuals needing a panoramic view of the general rules and requirements impacting their IRA operations.
,
Just the Basics Agenda
* Establishment
* Eligibility
* Distributions
* Rollovers
* Transfers
* Direct Rollovers
* 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)
,
Cancellation Policy and Additional Seminar Details
,
Continuing Education Credits
Any Independent Community Bankers of America (ICBA) certified individual who attends one of our live seminars can earn six hours…
Type of Event: Seminars. Solution: IRA/HSA. State: Illinois. Cost: Registration fee is $195 for the first registrant and $180 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 expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.
Tuesday, May 18, 2010, 8:00 AM – 4:00 PM.
Springfield, IL 62701
Pres Abe Lincoln Hotel
701 E Adams Street
217.544.8800.
Just the Basics IRA Seminar
IRA Seminars
, ,
,
IRA Live Seminars
Our IRA seminars offer basic and in-depth levels of knowledge and experience on all types of retirement plans. Offered at locations across the country, our seminars provide up-to-date information and interpretation on regulatory and legislative changes affecting your IRA program. Our Just the Basics sessions are designed for individuals needing a panoramic view of the general rules and requirements impacting their IRA operations.
,
Just the Basics Agenda
* Establishment
* Eligibility
* Distributions
* Rollovers
* Transfers
* Direct Rollovers
* 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)
,
Cancellation Policy and Additional Seminar Details
,
Continuing Education Credits
Any Independent Community Bankers of America (ICBA) certified individual who attends one of our live seminars can earn six hours…
Type of Event: Seminars. Solution: IRA/HSA. State: Oklahoma. Cost: Registration fee is $195 for the first registrant and $180 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 expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.
Tuesday, May 18, 2010, 8:00 AM – 4:00 PM.
Oklahoma City, OK 73108
Embassy Suites Hotel—Airport
1815 S Meridian
405.682.6000.
Just the Basics: Part 1
IRA Seminars
* IRA Establishment
* Regular Contribution Eligibility
* Distributions
* Rollovers, Transfers, and Direct Rollovers
,
, .
Type of Event: Webinars-Live. Solution: IRA/HSA. 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, May 18, 2010, 11:00 AM – 12:40 PM.
Live Webinar.
More Than the Basics IRA Seminar
IRA Seminars
, ,
IRA Live Seminars
Our IRA seminars offer basic and in-depth levels of knowledge and experience on all types of retirement plans. Offered at locations across the country, our seminars provide up-to-date information and interpretation on regulatory and legislative changes affecting your IRA and HSA programs. Our More Than the Basics sessions are designed for individuals who understand the overall rules and requirements, but may need a refresher or help with addressing some of the tougher IRA situations they encounter every day.
,
More Than the Basics Agenda
* Moving Assets Between IRAs
* Moving Assets Between IRAs and Employer Plans
* Recharacterization and Excess Contributions
* Required Minimum Distributions
* Beneficiary Administration
* 2010 Reporting Update
* Any new legislative/regulatory updates, such as IRS Form 5305
,
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…
Type of Event: Seminars. Solution: IRA/HSA. State: Ohio. Cost: Registration fee is $195 for the first registrant and $180 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 expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.
Wednesday, May 19, 2010, 7:00 AM – 3:00 PM.
Worthington, OH 43085
Holiday Inn
7007 N High Street
614.436.0700.
More Than the Basics IRA Seminar
IRA Seminars
, ,
IRA Live Seminars
Our IRA seminars offer basic and in-depth levels of knowledge and experience on all types of retirement plans. Offered at locations across the country, our seminars provide up-to-date information and interpretation on regulatory and legislative changes affecting your IRA and HSA programs. Our More Than the Basics sessions are designed for individuals who understand the overall rules and requirements, but may need a refresher or help with addressing some of the tougher IRA situations they encounter every day.
,
More Than the Basics Agenda
* Moving Assets Between IRAs
* Moving Assets Between IRAs and Employer Plans
* Recharacterization and Excess Contributions
* Required Minimum Distributions
* Beneficiary Administration
* 2010 Reporting Update
* Any new legislative/regulatory updates, such as IRS Form 5305
,
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…
Type of Event: Seminars. Solution: IRA/HSA. State: Alabama. Cost: Registration fee is $195 for the first registrant and $180 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 expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.
Wednesday, May 19, 2010, 8:00 AM – 4:00 PM.
Montgomery, AL 36104
Renaissance Montgomery Hotel & Spa at the Convention Center
201 Tallapoosa Street
334.481.5138.
More Than the Basics IRA Seminar
IRA Seminars
, ,
IRA Live Seminars
Our IRA seminars offer basic and in-depth levels of knowledge and experience on all types of retirement plans. Offered at locations across the country, our seminars provide up-to-date information and interpretation on regulatory and legislative changes affecting your IRA and HSA programs. Our More Than the Basics sessions are designed for individuals who understand the overall rules and requirements, but may need a refresher or help with addressing some of the tougher IRA situations they encounter every day.
,
More Than the Basics Agenda
* Moving Assets Between IRAs
* Moving Assets Between IRAs and Employer Plans
* Recharacterization and Excess Contributions
* Required Minimum Distributions
* Beneficiary Administration
* 2010 Reporting Update
* Any new legislative/regulatory updates, such as IRS Form 5305
,
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…
Type of Event: Seminars. Solution: IRA/HSA. State: Illinois. Cost: Registration fee is $195 for the first registrant and $180 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 expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.
Wednesday, May 19, 2010, 8:00 AM – 4:00 PM.
Springfield, IL 62701
Pres Abe Lincoln Hotel
701 E Adams Street
217.544.8800.
More Than the Basics IRA Seminar
IRA Seminars
, ,
IRA Live Seminars
Our IRA seminars offer basic and in-depth levels of knowledge and experience on all types of retirement plans. Offered at locations across the country, our seminars provide up-to-date information and interpretation on regulatory and legislative changes affecting your IRA and HSA programs. Our More Than the Basics sessions are designed for individuals who understand the overall rules and requirements, but may need a refresher or help with addressing some of the tougher IRA situations they encounter every day.
,
More Than the Basics Agenda
* Moving Assets Between IRAs
* Moving Assets Between IRAs and Employer Plans
* Recharacterization and Excess Contributions
* Required Minimum Distributions
* Beneficiary Administration
* 2010 Reporting Update
* Any new legislative/regulatory updates, such as IRS Form 5305
,
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…
Type of Event: Seminars. Solution: IRA/HSA. State: Oklahoma. Cost: Registration fee is $195 for the first registrant and $180 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 expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.
Wednesday, May 19, 2010, 8:00 AM – 4:00 PM.
Oklahoma City, OK 73108
Embassy Suites Hotel—Airport
1815 S Meridian Avenue
405.682.6000.
Just the Basics IRA Seminar
IRA Seminars
, ,
,
IRA Live Seminars
Our IRA seminars offer basic and in-depth levels of knowledge and experience on all types of retirement plans. Offered at locations across the country, our seminars provide up-to-date information and interpretation on regulatory and legislative changes affecting your IRA program. Our Just the Basics sessions are designed for individuals needing a panoramic view of the general rules and requirements impacting their IRA operations.
,
Just the Basics Agenda
* Establishment
* Eligibility
* Distributions
* Rollovers
* Transfers
* Direct Rollovers
* 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)
,
Cancellation Policy and Additional Seminar Details
,
Continuing Education Credits
Any Independent Community Bankers of America (ICBA) certified individual who attends one of our live seminars can earn six hours…
Type of Event: Seminars. Solution: IRA/HSA. State: Florida. Cost: Registration fee is $195 for the first registrant and $180 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 expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.
Thursday, May 20, 2010, 7:00 AM – 3:00 PM.
Pensacola, FL 32504
Homewood Inn (Hilton)
5049 Corporate Woods Dr.
850.474.3777.
More Than the Basics IRA Seminar
IRA Seminars
, ,
IRA Live Seminars
Our IRA seminars offer basic and in-depth levels of knowledge and experience on all types of retirement plans. Offered at locations across the country, our seminars provide up-to-date information and interpretation on regulatory and legislative changes affecting your IRA and HSA programs. Our More Than the Basics sessions are designed for individuals who understand the overall rules and requirements, but may need a refresher or help with addressing some of the tougher IRA situations they encounter every day.
,
More Than the Basics Agenda
* Moving Assets Between IRAs
* Moving Assets Between IRAs and Employer Plans
* Recharacterization and Excess Contributions
* Required Minimum Distributions
* Beneficiary Administration
* 2010 Reporting Update
* Any new legislative/regulatory updates, such as IRS Form 5305
,
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…
Type of Event: Seminars. Solution: IRA/HSA. State: Ohio. Cost: Registration fee is $195 for the first registrant and $180 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 expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.
Thursday, May 20, 2010, 7:00 AM – 3:00 PM.
Akron, OH 44333
Hilton Akron/Fairlawn
3180 W Market Street
330.835.5984.
More Than the Basics IRA Seminar
IRA Seminars
, ,
IRA Live Seminars
Our IRA seminars offer basic and in-depth levels of knowledge and experience on all types of retirement plans. Offered at locations across the country, our seminars provide up-to-date information and interpretation on regulatory and legislative changes affecting your IRA and HSA programs. Our More Than the Basics sessions are designed for individuals who understand the overall rules and requirements, but may need a refresher or help with addressing some of the tougher IRA situations they encounter every day.
,
More Than the Basics Agenda
* Moving Assets Between IRAs
* Moving Assets Between IRAs and Employer Plans
* Recharacterization and Excess Contributions
* Required Minimum Distributions
* Beneficiary Administration
* 2010 Reporting Update
* Any new legislative/regulatory updates, such as IRS Form 5305
,
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…
Type of Event: Seminars. Solution: IRA/HSA. State: Illinois. Cost: Registration fee is $195 for the first registrant and $180 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 expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.
Thursday, May 20, 2010, 8:00 AM – 4:00 PM.
Rockford, IL 61108
Radisson Hotel
200 S Bell School Road
815.226.2100.
More Than the Basics IRA Seminar
IRA Seminars
, ,
IRA Live Seminars
Our IRA seminars offer basic and in-depth levels of knowledge and experience on all types of retirement plans. Offered at locations across the country, our seminars provide up-to-date information and interpretation on regulatory and legislative changes affecting your IRA and HSA programs. Our More Than the Basics sessions are designed for individuals who understand the overall rules and requirements, but may need a refresher or help with addressing some of the tougher IRA situations they encounter every day.
,
More Than the Basics Agenda
* Moving Assets Between IRAs
* Moving Assets Between IRAs and Employer Plans
* Recharacterization and Excess Contributions
* Required Minimum Distributions
* Beneficiary Administration
* 2010 Reporting Update
* Any new legislative/regulatory updates, such as IRS Form 5305
,
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…
Type of Event: Seminars. Solution: IRA/HSA. State: Oklahoma. Cost: Registration fee is $195 for the first registrant and $180 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 expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.
Thursday, May 20, 2010, 8:00 AM – 4:00 PM.
Tulsa, OK 74145
Embassy Suites Hotel
3332 S 79th East Avenue
918.622.4000.
Just the Basics: Part 2
IRA Seminars
* Required Minimum Distributions
* Beneficiary Options
* Health Savings Accounts
,
, .
Type of Event: Webinars-Live. Solution: IRA/HSA. 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.
Thursday, May 20, 2010, 11:00 AM – 12:30 PM.
Live Webinar.
Introduction to SBA Lending: How to Start a Profitable Small Business Program
Banking Content
, ,
,
SBA lending is growing. And hundreds of banks are starting new SBA lending departments. What about yours?
,
Join us for a high-level overview — the first of three sessions this year — of SBA lending.
,
After just an hour, you’ll know the key elements you need to start and operate a profitable SBA lending business — and where to go for more information and training. (Wolters Kluwer, of course.)
,
You’ll learn about:
* The history of SBA and benefits of SBA lending
* How to start with the right personnel
* Establishing policies and procedures
* Marketing and creating a referral network
* Processing the SBA loan request
* Closing and servicing the SBA loan
* Selling the guaranteed portion in the secondary market
,
See what it takes to start an SBA lending department in your bank’s commercial lending operation.
,
Session Dates
* April 20, 2010
* May 5, 2010
* May 20, 2010
,
, .
Type of Event: Webinars-Live. Solution: Lending. State: Web. Cost: Only $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.
Thursday, May 20, 2010, 1:00 PM – 2:00 PM.
Live Webinar.
Just the Basics IRA Seminar
IRA Seminars
, ,
,
IRA Live Seminars
Our IRA seminars offer basic and in-depth levels of knowledge and experience on all types of retirement plans. Offered at locations across the country, our seminars provide up-to-date information and interpretation on regulatory and legislative changes affecting your IRA program. Our Just the Basics sessions are designed for individuals needing a panoramic view of the general rules and requirements impacting their IRA operations.
,
Just the Basics Agenda
* Establishment
* Eligibility
* Distributions
* Rollovers
* Transfers
* Direct Rollovers
* 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)
,
Cancellation Policy and Additional Seminar Details
,
Continuing Education Credits
Any Independent Community Bankers of America (ICBA) certified individual who attends one of our live seminars can earn six hours…
Type of Event: Seminars. Solution: IRA/HSA. State: Kentucky. Cost: Registration fee is $195 for the first registrant and $180 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 expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.
Tuesday, May 25, 2010, 7:00 AM – 3:00 PM.
Lexington, KY 40511
Embassy Suites
1801 Newtown Pike
859.455.5000.
Just the Basics IRA Seminar
IRA Seminars
, ,
,
IRA Live Seminars
Our IRA seminars offer basic and in-depth levels of knowledge and experience on all types of retirement plans. Offered at locations across the country, our seminars provide up-to-date information and interpretation on regulatory and legislative changes affecting your IRA program. Our Just the Basics sessions are designed for individuals needing a panoramic view of the general rules and requirements impacting their IRA operations.
,
Just the Basics Agenda
* Establishment
* Eligibility
* Distributions
* Rollovers
* Transfers
* Direct Rollovers
* 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)
,
Cancellation Policy and Additional Seminar Details
,
Continuing Education Credits
Any Independent Community Bankers of America (ICBA) certified individual who attends one of our live seminars can earn six hours…
Type of Event: Seminars. Solution: IRA/HSA. State: Arkansas. Cost: Registration fee is $195 for the first registrant and $180 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 expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.
Tuesday, May 25, 2010, 8:00 AM – 4:00 PM.
Jonesboro, AR 72401
Holiday Inn
3006 S Caraway Road
870.935.2030.
Just the Basics IRA Seminar
IRA Seminars
, ,
,
IRA Live Seminars
Our IRA seminars offer basic and in-depth levels of knowledge and experience on all types of retirement plans. Offered at locations across the country, our seminars provide up-to-date information and interpretation on regulatory and legislative changes affecting your IRA program. Our Just the Basics sessions are designed for individuals needing a panoramic view of the general rules and requirements impacting their IRA operations.
,
Just the Basics Agenda
* Establishment
* Eligibility
* Distributions
* Rollovers
* Transfers
* Direct Rollovers
* 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)
,
Cancellation Policy and Additional Seminar Details
,
Continuing Education Credits
Any Independent Community Bankers of America (ICBA) certified individual who attends one of our live seminars can earn six hours of continuing…
Type of Event: Seminars. Solution: IRA/HSA. State: Missouri. Cost: Registration fee is $195 for the first registrant and $180 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 expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.
Tuesday, May 25, 2010, 8:00 AM – 4:00 PM.
Columbia, MO 65203
Holiday Inn Select
2200 Interstate 70 Drive Southwest
573.445.8531.
Just the Basics IRA Seminar
IRA Seminars
, ,
,
IRA Live Seminars
Our IRA seminars offer basic and in-depth levels of knowledge and experience on all types of retirement plans. Offered at locations across the country, our seminars provide up-to-date information and interpretation on regulatory and legislative changes affecting your IRA program. Our Just the Basics sessions are designed for individuals needing a panoramic view of the general rules and requirements impacting their IRA operations.
,
Just the Basics Agenda
* Establishment
* Eligibility
* Distributions
* Rollovers
* Transfers
* Direct Rollovers
* 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)
,
Cancellation Policy and Additional Seminar Details
,
Continuing Education Credits
Any Independent Community Bankers of America (ICBA) certified individual who attends one of our live seminars can earn six hours of…
Type of Event: Seminars. Solution: IRA/HSA. State: Kansas. Cost: Registration fee is $195 for the first registrant and $180 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 expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.
Tuesday, May 25, 2010, 8:00 AM – 4:00 PM.
Wichita, KS 67209
Best Western
6815 W Kellogg
316.942.5600.
Just the Basics IRA Seminar
IRA Seminars
, ,
,
IRA Live Seminars
Our IRA seminars offer basic and in-depth levels of knowledge and experience on all types of retirement plans. Offered at locations across the country, our seminars provide up-to-date information and interpretation on regulatory and legislative changes affecting your IRA program. Our Just the Basics sessions are designed for individuals needing a panoramic view of the general rules and requirements impacting their IRA operations.
,
Just the Basics Agenda
* Establishment
* Eligibility
* Distributions
* Rollovers
* Transfers
* Direct Rollovers
* 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)
,
Cancellation Policy and Additional Seminar Details
,
Continuing Education Credits
Any Independent Community Bankers of America (ICBA) certified individual who attends one of our live seminars can earn six hours…
Type of Event: Seminars. Solution: IRA/HSA. State: North Dakota. Cost: Registration fee is $195 for the first registrant and $180 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 expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.
Tuesday, May 25, 2010, 8:00 AM – 4:00 PM.
Bismarck, ND 58501
Best Western Doublewood Inn
1400 E Interchange Avenue
701.258.7000.
More Than the Basics: Part 3
IRA Seminars
* Beneficiary Options
* Any legislative/regulatory updates such as new 5305 language
,
, .
Type of Event: Webinars-Live. Solution: IRA/HSA. State: Web. Cost: $169 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, May 25, 2010, 11:00 AM – 12:30 PM.
Live Webinar.
FINRA Annual Conference
Securities
Type of Event: Tradeshows. Solution: Securities. State: Maryland.
Wednesday, May 26, 2010 – Friday, May 28, 2010.
Baltimore Marriott Waterfront Hotel
700 Aliceanna Street
Baltimore, MD 21202.
More Than the Basics IRA Seminar
IRA Seminars
, ,
IRA Live Seminars
Our IRA seminars offer basic and in-depth levels of knowledge and experience on all types of retirement plans. Offered at locations across the country, our seminars provide up-to-date information and interpretation on regulatory and legislative changes affecting your IRA and HSA programs. Our More Than the Basics sessions are designed for individuals who understand the overall rules and requirements, but may need a refresher or help with addressing some of the tougher IRA situations they encounter every day.
,
More Than the Basics Agenda
* Moving Assets Between IRAs
* Moving Assets Between IRAs and Employer Plans
* Recharacterization and Excess Contributions
* Required Minimum Distributions
* Beneficiary Administration
* 2010 Reporting Update
* Any new legislative/regulatory updates, such as IRS Form 5305
,
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. State: Kentucky. Cost: Registration fee is $195 for the first registrant and $180 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 expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.
Wednesday, May 26, 2010, 7:00 AM – 3:00 PM.
Lexington, KY 40511
Embassy Suites
1801 Newtown Pike
859.455.5000.
Just the Basics IRA Seminar
IRA Seminars
, ,
,
IRA Live Seminars
Our IRA seminars offer basic and in-depth levels of knowledge and experience on all types of retirement plans. Offered at locations across the country, our seminars provide up-to-date information and interpretation on regulatory and legislative changes affecting your IRA program. Our Just the Basics sessions are designed for individuals needing a panoramic view of the general rules and requirements impacting their IRA operations.
,
Just the Basics Agenda
* Establishment
* Eligibility
* Distributions
* Rollovers
* Transfers
* Direct Rollovers
* 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)
,
Cancellation Policy and Additional Seminar Details
,
Continuing Education Credits
Any Independent Community Bankers of America (ICBA) certified individual who attends one of our live seminars can earn six hours of continuing…
Type of Event: Seminars. Solution: IRA/HSA. State: Missouri. Cost: Registration fee is $195 for the first registrant and $180 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 expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.
Wednesday, May 26, 2010, 8:00 AM – 4:00 PM.
Kansas City, MO 64153
Embassy Suites
7640 NW Tiffany Springs Pky.
816.891.7788.
Just the Basics IRA Seminar
IRA Seminars
, ,
,
IRA Live Seminars
Our IRA seminars offer basic and in-depth levels of knowledge and experience on all types of retirement plans. Offered at locations across the country, our seminars provide up-to-date information and interpretation on regulatory and legislative changes affecting your IRA program. Our Just the Basics sessions are designed for individuals needing a panoramic view of the general rules and requirements impacting their IRA operations.
,
Just the Basics Agenda
* Establishment
* Eligibility
* Distributions
* Rollovers
* Transfers
* Direct Rollovers
* 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)
,
Cancellation Policy and Additional Seminar Details
,
Continuing Education Credits
Any Independent Community Bankers of America (ICBA) certified individual who attends one of our live seminars can earn six hours of continuing…
Type of Event: Seminars. Solution: IRA/HSA. State: Arkansas. Cost: Registration fee is $195 for the first registrant and $180 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 expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.
Wednesday, May 26, 2010, 8:00 AM – 4:00 PM.
Little Rock, AR 72211
Embassy Suites
11301 Financial Centre Pky.
501.312.9000.
More Than the Basics IRA Seminar
IRA Seminars
, ,
IRA Live Seminars
Our IRA seminars offer basic and in-depth levels of knowledge and experience on all types of retirement plans. Offered at locations across the country, our seminars provide up-to-date information and interpretation on regulatory and legislative changes affecting your IRA and HSA programs. Our More Than the Basics sessions are designed for individuals who understand the overall rules and requirements, but may need a refresher or help with addressing some of the tougher IRA situations they encounter every day.
,
More Than the Basics Agenda
* Moving Assets Between IRAs
* Moving Assets Between IRAs and Employer Plans
* Recharacterization and Excess Contributions
* Required Minimum Distributions
* Beneficiary Administration
* 2010 Reporting Update
* Any new legislative/regulatory updates, such as IRS Form 5305
,
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. State: Kansas. Cost: Registration fee is $195 for the first registrant and $180 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 expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.
Wednesday, May 26, 2010, 8:00 AM – 4:00 PM.
Wichita, KS 67209
Best Western
6815 W Kellogg
316.942.5600.
More Than the Basics IRA Seminar
IRA Seminars
, ,
IRA Live Seminars
Our IRA seminars offer basic and in-depth levels of knowledge and experience on all types of retirement plans. Offered at locations across the country, our seminars provide up-to-date information and interpretation on regulatory and legislative changes affecting your IRA and HSA programs. Our More Than the Basics sessions are designed for individuals who understand the overall rules and requirements, but may need a refresher or help with addressing some of the tougher IRA situations they encounter every day.
,
More Than the Basics Agenda
* Moving Assets Between IRAs
* Moving Assets Between IRAs and Employer Plans
* Recharacterization and Excess Contributions
* Required Minimum Distributions
* Beneficiary Administration
* 2010 Reporting Update
* Any new legislative/regulatory updates, such as IRS Form 5305
,
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. State: North Dakota. Cost: Registration fee is $195 for the first registrant and $180 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 expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.
Wednesday, May 26, 2010, 8:00 AM – 4:00 PM.
Bismarck, ND 58501
Best Western Doublewood Inn
1400 E Interchange Avenue
701.258.7000.
More Than the Basics IRA Seminar
IRA Seminars
, ,
IRA Live Seminars
Our IRA seminars offer basic and in-depth levels of knowledge and experience on all types of retirement plans. Offered at locations across the country, our seminars provide up-to-date information and interpretation on regulatory and legislative changes affecting your IRA and HSA programs. Our More Than the Basics sessions are designed for individuals who understand the overall rules and requirements, but may need a refresher or help with addressing some of the tougher IRA situations they encounter every day.
,
More Than the Basics Agenda
* Moving Assets Between IRAs
* Moving Assets Between IRAs and Employer Plans
* Recharacterization and Excess Contributions
* Required Minimum Distributions
* Beneficiary Administration
* 2010 Reporting Update
* Any new legislative/regulatory updates, such as IRS Form 5305
,
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. State: Kentucky. Cost: Registration fee is $195 for the first registrant and $180 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 expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.
Thursday, May 27, 2010, 7:00 AM – 3:00 PM.
Hebron, KY 41048
Doubletree Cincinnati Airport
2826 Terminal Dr.
859.371.6166.
More Than the Basics IRA Seminar
IRA Seminars
, ,
IRA Live Seminars
Our IRA seminars offer basic and in-depth levels of knowledge and experience on all types of retirement plans. Offered at locations across the country, our seminars provide up-to-date information and interpretation on regulatory and legislative changes affecting your IRA and HSA programs. Our More Than the Basics sessions are designed for individuals who understand the overall rules and requirements, but may need a refresher or help with addressing some of the tougher IRA situations they encounter every day.
,
More Than the Basics Agenda
* Moving Assets Between IRAs
* Moving Assets Between IRAs and Employer Plans
* Recharacterization and Excess Contributions
* Required Minimum Distributions
* Beneficiary Administration
* 2010 Reporting Update
* Any new legislative/regulatory updates, such as IRS Form 5305
,
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. State: Missouri. Cost: Registration fee is $195 for the first registrant and $180 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 expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.
Thursday, May 27, 2010, 8:00 AM – 4:00 PM.
Kansas City, MO 64153
Embassy Suites
7640 NW Tiffany Springs Pky.
816.891.7788.
More Than the Basics IRA Seminar
IRA Seminars
, ,
IRA Live Seminars
Our IRA seminars offer basic and in-depth levels of knowledge and experience on all types of retirement plans. Offered at locations across the country, our seminars provide up-to-date information and interpretation on regulatory and legislative changes affecting your IRA and HSA programs. Our More Than the Basics sessions are designed for individuals who understand the overall rules and requirements, but may need a refresher or help with addressing some of the tougher IRA situations they encounter every day.
,
More Than the Basics Agenda
* Moving Assets Between IRAs
* Moving Assets Between IRAs and Employer Plans
* Recharacterization and Excess Contributions
* Required Minimum Distributions
* Beneficiary Administration
* 2010 Reporting Update
* Any new legislative/regulatory updates, such as IRS Form 5305
,
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. State: Arkansas. Cost: Registration fee is $195 for the first registrant and $180 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 expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.
Thursday, May 27, 2010, 8:00 AM – 4:00 PM.
Little Rock, AR 72211
Embassy Suites
11301 Financial Centre Pky.
501.312.9000.
More Than the Basics: Part 4
IRA Seminars
* Health Savings Accounts
* Any legislative/regulatory updates such as new 5305 language
,
, .
Type of Event: Webinars-Live. Solution: IRA/HSA. State: Web. Cost: $169 per connection per session for an unlimited number of listeners using one phone line and the optional Internet connection at the same office address.
Thursday, May 27, 2010, 11:00 AM – 12:15 PM.
Live Webinar.
More Than the Basics IRA Seminar
IRA Seminars
, ,
IRA Live Seminars
Our IRA seminars offer basic and in-depth levels of knowledge and experience on all types of retirement plans. Offered at locations across the country, our seminars provide up-to-date information and interpretation on regulatory and legislative changes affecting your IRA and HSA programs. Our More Than the Basics sessions are designed for individuals who understand the overall rules and requirements, but may need a refresher or help with addressing some of the tougher IRA situations they encounter every day.
,
More Than the Basics Agenda
* Moving Assets Between IRAs
* Moving Assets Between IRAs and Employer Plans
* Recharacterization and Excess Contributions
* Required Minimum Distributions
* Beneficiary Administration
* 2010 Reporting Update
* Any new legislative/regulatory updates, such as IRS Form 5305
,
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. State: Vermont. Cost: Registration fee is $195 for the first registrant and $180 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 expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.
Wednesday, June 2, 2010, 7:00 AM – 3:00 PM.
South Burlington, VT 05403
Holiday Inn
1068 Williston Rd.
802.863.6363.
Just the Basics IRA Seminar
IRA Seminars
, ,
,
IRA Live Seminars
Our IRA seminars offer basic and in-depth levels of knowledge and experience on all types of retirement plans. Offered at locations across the country, our seminars provide up-to-date information and interpretation on regulatory and legislative changes affecting your IRA program. Our Just the Basics sessions are designed for individuals needing a panoramic view of the general rules and requirements impacting their IRA operations.
,
Just the Basics Agenda
* Establishment
* Eligibility
* Distributions
* Rollovers
* Transfers
* Direct Rollovers
* 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)
,
Cancellation Policy and Additional Seminar Details
,
Continuing Education Credits
Any Independent Community Bankers of America (ICBA) certified individual who attends one of our live seminars can earn six hours of continuing…
Type of Event: Seminars. Solution: IRA/HSA. State: Minnesota. Cost: Registration fee is $195 for the first registrant and $180 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 expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.
Wednesday, June 2, 2010, 8:00 AM – 4:00 PM.
Bloomington, MN 55425
Embassy Suites—Airport
7901 S 34th Avenue
952.854.1000.
Just the Basics IRA Seminar
IRA Seminars
, ,
,
IRA Live Seminars
Our IRA seminars offer basic and in-depth levels of knowledge and experience on all types of retirement plans. Offered at locations across the country, our seminars provide up-to-date information and interpretation on regulatory and legislative changes affecting your IRA program. Our Just the Basics sessions are designed for individuals needing a panoramic view of the general rules and requirements impacting their IRA operations.
,
Just the Basics Agenda
* Establishment
* Eligibility
* Distributions
* Rollovers
* Transfers
* Direct Rollovers
* 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)
,
Cancellation Policy and Additional Seminar Details
,
Continuing Education Credits
Any Independent Community Bankers of America (ICBA) certified individual who attends one of our live seminars can earn six hours of continuing…
Type of Event: Seminars. Solution: IRA/HSA. State: Texas. Cost: Registration fee is $195 for the first registrant and $180 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 expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.
Wednesday, June 2, 2010, 8:00 AM – 4:00 PM.
Houston, TX 77032
Doubletree
15747 John F Kennedy Blvd.
281.848.4000.
More Than the Basics IRA Seminar
IRA Seminars
, ,
IRA Live Seminars
Our IRA seminars offer basic and in-depth levels of knowledge and experience on all types of retirement plans. Offered at locations across the country, our seminars provide up-to-date information and interpretation on regulatory and legislative changes affecting your IRA and HSA programs. Our More Than the Basics sessions are designed for individuals who understand the overall rules and requirements, but may need a refresher or help with addressing some of the tougher IRA situations they encounter every day.
,
More Than the Basics Agenda
* Moving Assets Between IRAs
* Moving Assets Between IRAs and Employer Plans
* Recharacterization and Excess Contributions
* Required Minimum Distributions
* Beneficiary Administration
* 2010 Reporting Update
* Any new legislative/regulatory updates, such as IRS Form 5305
,
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. State: South Dakota. Cost: Registration fee is $195 for the first registrant and $180 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 expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.
Wednesday, June 2, 2010, 8:00 AM – 4:00 PM.
Sioux Falls, SD 57104
Sheraton
1211 North West Ave.
605.988.9897.
Changes to Regulation E - Understanding the Opt-in Requirements
Banking Content
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,
On November 12, 2009, the Federal Reserve Board issued final amendments to Regulation E about overdraft services.
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This wasn’t just industry news; it was splashed across mainstream headlines as well. It was described as everything from a victory for consumers to a nightmare for bankers — one that would cause confusion and cost more for everyone.
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In this timely webinar, you’ll get a solid overview of the Reg E amendments — plus, learn some practical steps your financial institution can take to prepare for the January 19 effective date and July 1 mandatory compliance date.
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* Learn whether your institution can assess an overdraft fee for paying ATM transactions and one-time debit card transactions that overdraw a customer’s account
* Understand the new rules around consumer opt-ins and related notices
* Get the details on the myriad of other requirements associated with the new rule
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We’ll help educate you so you’ll know exactly what you need to do —…
Type of Event: Webinars-Live. Solution: Deposit. State: Web. Cost: Only $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.
Wednesday, June 2, 2010, 1:00 PM – 2:00 PM.
Live Webinar.
For more info visit www.signup4.net. Jump Start — An Introduction to IRAs
Banking Content
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,
Get your staff up-to-speed quickly on the basics of traditional and Roth Individual Retirement Accounts (IRAs) with our “Jump Start—An Introduction to IRAs” on-demand webinar. This recorded, online webinar is a convenient way for employees to expand their knowledge of IRAs while building a solid foundation for future IRA learning, including our more advanced IRA live seminars.
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Covered topics include:
* Traditional vs. Roth IRA Overview
* Traditional and Roth IRA Establishment
* Traditional and Roth IRA Regular Contributions
* Traditional and Roth IRA Distributions
* Traditional and Roth IRA Rollovers and Transfers
* Employer Plan and IRA Rollovers and Direct Rollovers
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Session Dates
* April 7, 2010
* May 5, 2010
* June 2, 2010
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, .
Type of Event: Webinars-Live. Solution: IRA/HSA. State: Web. Cost: Only $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.
Wednesday, June 2, 2010, 1:30 PM – 3:00 PM.
Live Webinar.
More Than the Basics IRA Seminar
IRA Seminars
, ,
IRA Live Seminars
Our IRA seminars offer basic and in-depth levels of knowledge and experience on all types of retirement plans. Offered at locations across the country, our seminars provide up-to-date information and interpretation on regulatory and legislative changes affecting your IRA and HSA programs. Our More Than the Basics sessions are designed for individuals who understand the overall rules and requirements, but may need a refresher or help with addressing some of the tougher IRA situations they encounter every day.
,
More Than the Basics Agenda
* Moving Assets Between IRAs
* Moving Assets Between IRAs and Employer Plans
* Recharacterization and Excess Contributions
* Required Minimum Distributions
* Beneficiary Administration
* 2010 Reporting Update
* Any new legislative/regulatory updates, such as IRS Form 5305
,
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. State: Maryland. Cost: Registration fee is $195 for the first registrant and $180 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 expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.
Thursday, June 3, 2010, 7:00 AM – 3:00 PM.
Linthicum, MD 21090
Embassy Suites—BWI Airport
1300 Concourse Dr.
410.850.0747.
More Than the Basics IRA Seminar
IRA Seminars
, ,
IRA Live Seminars
Our IRA seminars offer basic and in-depth levels of knowledge and experience on all types of retirement plans. Offered at locations across the country, our seminars provide up-to-date information and interpretation on regulatory and legislative changes affecting your IRA and HSA programs. Our More Than the Basics sessions are designed for individuals who understand the overall rules and requirements, but may need a refresher or help with addressing some of the tougher IRA situations they encounter every day.
,
More Than the Basics Agenda
* Moving Assets Between IRAs
* Moving Assets Between IRAs and Employer Plans
* Recharacterization and Excess Contributions
* Required Minimum Distributions
* Beneficiary Administration
* 2010 Reporting Update
* Any new legislative/regulatory updates, such as IRS Form 5305
,
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. State: North Dakota. Cost: Registration fee is $195 for the first registrant and $180 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 expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.
Thursday, June 3, 2010, 8:00 AM – 4:00 PM.
Fargo, ND 58103
Holiday Inn
3803 13th Avenue S
701.282.2700.
More Than the Basics IRA Seminar
IRA Seminars
, ,
IRA Live Seminars
Our IRA seminars offer basic and in-depth levels of knowledge and experience on all types of retirement plans. Offered at locations across the country, our seminars provide up-to-date information and interpretation on regulatory and legislative changes affecting your IRA and HSA programs. Our More Than the Basics sessions are designed for individuals who understand the overall rules and requirements, but may need a refresher or help with addressing some of the tougher IRA situations they encounter every day.
,
More Than the Basics Agenda
* Moving Assets Between IRAs
* Moving Assets Between IRAs and Employer Plans
* Recharacterization and Excess Contributions
* Required Minimum Distributions
* Beneficiary Administration
* 2010 Reporting Update
* Any new legislative/regulatory updates, such as IRS Form 5305
,
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. State: Minnesota. Cost: Registration fee is $195 for the first registrant and $180 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 expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.
Thursday, June 3, 2010, 8:00 AM – 4:00 PM.
Bloomington, MN 55425
Embassy Suites—Airport
7901 S 34th Avenue
952.854.1000.
More Than the Basics IRA Seminar
IRA Seminars
, ,
IRA Live Seminars
Our IRA seminars offer basic and in-depth levels of knowledge and experience on all types of retirement plans. Offered at locations across the country, our seminars provide up-to-date information and interpretation on regulatory and legislative changes affecting your IRA and HSA programs. Our More Than the Basics sessions are designed for individuals who understand the overall rules and requirements, but may need a refresher or help with addressing some of the tougher IRA situations they encounter every day.
,
More Than the Basics Agenda
* Moving Assets Between IRAs
* Moving Assets Between IRAs and Employer Plans
* Recharacterization and Excess Contributions
* Required Minimum Distributions
* Beneficiary Administration
* 2010 Reporting Update
* Any new legislative/regulatory updates, such as IRS Form 5305
,
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. State: Texas. Cost: Registration fee is $195 for the first registrant and $180 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 expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.
Thursday, June 3, 2010, 8:00 AM – 4:00 PM.
Houston, TX 77032
Doubletree
15747 John F Kennedy Blvd.
281.848.4000.
More Than the Basics IRA Seminar
IRA Seminars
, ,
IRA Live Seminars
Our IRA seminars offer basic and in-depth levels of knowledge and experience on all types of retirement plans. Offered at locations across the country, our seminars provide up-to-date information and interpretation on regulatory and legislative changes affecting your IRA and HSA programs. Our More Than the Basics sessions are designed for individuals who understand the overall rules and requirements, but may need a refresher or help with addressing some of the tougher IRA situations they encounter every day.
,
More Than the Basics Agenda
* Moving Assets Between IRAs
* Moving Assets Between IRAs and Employer Plans
* Recharacterization and Excess Contributions
* Required Minimum Distributions
* Beneficiary Administration
* 2010 Reporting Update
* Any new legislative/regulatory updates, such as IRS Form 5305
,
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. State: Florida. Cost: Registration fee is $195 for the first registrant and $180 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 expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.
Tuesday, June 8, 2010, 7:00 AM – 3:00 PM.
Orlando, FL 32812
Crowne Plaza
5555 Hazeltine National Dr.
407.856.0100.
More Than the Basics IRA Seminar
IRA Seminars
, ,
IRA Live Seminars
Our IRA seminars offer basic and in-depth levels of knowledge and experience on all types of retirement plans. Offered at locations across the country, our seminars provide up-to-date information and interpretation on regulatory and legislative changes affecting your IRA and HSA programs. Our More Than the Basics sessions are designed for individuals who understand the overall rules and requirements, but may need a refresher or help with addressing some of the tougher IRA situations they encounter every day.
,
More Than the Basics Agenda
* Moving Assets Between IRAs
* Moving Assets Between IRAs and Employer Plans
* Recharacterization and Excess Contributions
* Required Minimum Distributions
* Beneficiary Administration
* 2010 Reporting Update
* Any new legislative/regulatory updates, such as IRS Form 5305
,
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. State: New York. Cost: Registration fee is $195 for the first registrant and $180 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 expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.
Tuesday, June 8, 2010, 7:00 AM – 3:00 PM.
Uniondale, NY 11553
Marriott Hotel & Conf. Center
101 James Doolittle Blvd.
516.794.3800.
Just the Basics IRA Seminar
IRA Seminars
, ,
,
IRA Live Seminars
Our IRA seminars offer basic and in-depth levels of knowledge and experience on all types of retirement plans. Offered at locations across the country, our seminars provide up-to-date information and interpretation on regulatory and legislative changes affecting your IRA program. Our Just the Basics sessions are designed for individuals needing a panoramic view of the general rules and requirements impacting their IRA operations.
,
Just the Basics Agenda
* Establishment
* Eligibility
* Distributions
* Rollovers
* Transfers
* Direct Rollovers
* 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)
,
Cancellation Policy and Additional Seminar Details
,
Continuing Education Credits
Any Independent Community Bankers of America (ICBA) certified individual who attends one of our live seminars can earn six hours of continuing…
Type of Event: Seminars. Solution: IRA/HSA. State: Louisiana. Cost: Registration fee is $195 for the first registrant and $180 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 expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.
Tuesday, June 8, 2010, 8:00 AM – 4:00 PM.
Shreveport, LA 71129
Holiday Inn West
5555 Financial Plaza
318.688.1877.
More Than the Basics IRA Seminar
IRA Seminars
, ,
IRA Live Seminars
Our IRA seminars offer basic and in-depth levels of knowledge and experience on all types of retirement plans. Offered at locations across the country, our seminars provide up-to-date information and interpretation on regulatory and legislative changes affecting your IRA and HSA programs. Our More Than the Basics sessions are designed for individuals who understand the overall rules and requirements, but may need a refresher or help with addressing some of the tougher IRA situations they encounter every day.
,
More Than the Basics Agenda
* Moving Assets Between IRAs
* Moving Assets Between IRAs and Employer Plans
* Recharacterization and Excess Contributions
* Required Minimum Distributions
* Beneficiary Administration
* 2010 Reporting Update
* Any new legislative/regulatory updates, such as IRS Form 5305
,
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. State: Iowa. Cost: Registration fee is $195 for the first registrant and $180 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 expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.
Tuesday, June 8, 2010, 8:00 AM – 4:00 PM.
Cedar Falls, IA 50613
Wingate by Wyndham
1614 Technology Pky.
319.277.2400.
More Than the Basics: Part 1
IRA Seminars
* Moving Assets Between IRAs
* Moving Assets Between IRAs and Employer Plans
* Any legislative/regulatory updates such as new 5305 language
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, .
Type of Event: Webinars-Live. Solution: IRA/HSA. State: Web. Cost: $169 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, June 8, 2010, 11:00 AM – 12:30 PM.
Live Webinar.
Just the Basics IRA Seminar
IRA Seminars
, ,
,
IRA Live Seminars
Our IRA seminars offer basic and in-depth levels of knowledge and experience on all types of retirement plans. Offered at locations across the country, our seminars provide up-to-date information and interpretation on regulatory and legislative changes affecting your IRA program. Our Just the Basics sessions are designed for individuals needing a panoramic view of the general rules and requirements impacting their IRA operations.
,
Just the Basics Agenda
* Establishment
* Eligibility
* Distributions
* Rollovers
* Transfers
* Direct Rollovers
* 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)
,
Cancellation Policy and Additional Seminar Details
,
Continuing Education Credits
Any Independent Community Bankers of America (ICBA) certified individual who attends one of our live seminars can earn six hours of continuing…
Type of Event: Seminars. Solution: IRA/HSA. State: Florida. Cost: Registration fee is $195 for the first registrant and $180 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 expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.
Wednesday, June 9, 2010, 7:00 AM – 3:00 PM.
Tampa, FL 33607
Marriott—Westshore
1001 N Westshore Blvd.
813.287.2555.
Just the Basics IRA Seminar
IRA Seminars
, ,
,
IRA Live Seminars
Our IRA seminars offer basic and in-depth levels of knowledge and experience on all types of retirement plans. Offered at locations across the country, our seminars provide up-to-date information and interpretation on regulatory and legislative changes affecting your IRA program. Our Just the Basics sessions are designed for individuals needing a panoramic view of the general rules and requirements impacting their IRA operations.
,
Just the Basics Agenda
* Establishment
* Eligibility
* Distributions
* Rollovers
* Transfers
* Direct Rollovers
* 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)
,
Cancellation Policy and Additional Seminar Details
,
Continuing Education Credits
Any Independent Community Bankers of America (ICBA) certified individual who attends one of our live seminars can earn six hours of continuing…
Type of Event: Seminars. Solution: IRA/HSA. State: Iowa. Cost: Registration fee is $195 for the first registrant and $180 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 expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.
Wednesday, June 9, 2010, 8:00 AM – 4:00 PM.
Des Moines, IA 50309
Embassy Suites Hotel
101 E Locust Street
515.244.1700.
Just the Basics IRA Seminar
IRA Seminars
, ,
,
IRA Live Seminars
Our IRA seminars offer basic and in-depth levels of knowledge and experience on all types of retirement plans. Offered at locations across the country, our seminars provide up-to-date information and interpretation on regulatory and legislative changes affecting your IRA program. Our Just the Basics sessions are designed for individuals needing a panoramic view of the general rules and requirements impacting their IRA operations.
,
Just the Basics Agenda
* Establishment
* Eligibility
* Distributions
* Rollovers
* Transfers
* Direct Rollovers
* 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)
,
Cancellation Policy and Additional Seminar Details
,
Continuing Education Credits
Any Independent Community Bankers of America (ICBA) certified individual who attends one of our live seminars can earn six hours of continuing…
Type of Event: Seminars. Solution: IRA/HSA. State: Texas. Cost: Registration fee is $195 for the first registrant and $180 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 expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.
Wednesday, June 9, 2010, 8:00 AM – 4:00 PM.
Tyler, TX 75701
Holiday Inn (Wingate)
2421 East Southeast Loop 323
903.566.0600.
Just the Basics IRA Seminar
IRA Seminars
, ,
,
IRA Live Seminars
Our IRA seminars offer basic and in-depth levels of knowledge and experience on all types of retirement plans. Offered at locations across the country, our seminars provide up-to-date information and interpretation on regulatory and legislative changes affecting your IRA program. Our Just the Basics sessions are designed for individuals needing a panoramic view of the general rules and requirements impacting their IRA operations.
,
Just the Basics Agenda
* Establishment
* Eligibility
* Distributions
* Rollovers
* Transfers
* Direct Rollovers
* 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)
,
Cancellation Policy and Additional Seminar Details
,
Continuing Education Credits
Any Independent Community Bankers of America (ICBA) certified individual who attends one of our live seminars can earn six hours of continuing…
Type of Event: Seminars. Solution: IRA/HSA. State: Illinois. Cost: Registration fee is $195 for the first registrant and $180 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 expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.
Wednesday, June 9, 2010, 8:00 AM – 4:00 PM.
Schaumburg, IL 60173
Embassy Suites
1939 N Meacham Road
847.397.1313.
An Introduction to Health Savings Accounts
Banking Content
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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.
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Agenda
* Overview
* Establishment
* Regular Contributions
* Distributions
* Rollovers and Transfers
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Session Dates
* April 14, 2010
* May 12, 2010
* June 9, 2010
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Type of Event: Webinars-Live. Solution: IRA/HSA. State: Web. Cost: Only $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.
Wednesday, June 9, 2010, 1:30 PM – 2:30 PM.
Live Webinar.
More Than the Basics IRA Seminar
IRA Seminars
, ,
IRA Live Seminars
Our IRA seminars offer basic and in-depth levels of knowledge and experience on all types of retirement plans. Offered at locations across the country, our seminars provide up-to-date information and interpretation on regulatory and legislative changes affecting your IRA and HSA programs. Our More Than the Basics sessions are designed for individuals who understand the overall rules and requirements, but may need a refresher or help with addressing some of the tougher IRA situations they encounter every day.
,
More Than the Basics Agenda
* Moving Assets Between IRAs
* Moving Assets Between IRAs and Employer Plans
* Recharacterization and Excess Contributions
* Required Minimum Distributions
* Beneficiary Administration
* 2010 Reporting Update
* Any new legislative/regulatory updates, such as IRS Form 5305
,
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. State: Florida. Cost: Registration fee is $195 for the first registrant and $180 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 expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.
Thursday, June 10, 2010, 7:00 AM – 3:00 PM.
Miami, FL 33126
Doubletree Miami Mart
711 NW 72nd Avenue
305.261.3800.
More Than the Basics IRA Seminar
IRA Seminars
, ,
IRA Live Seminars
Our IRA seminars offer basic and in-depth levels of knowledge and experience on all types of retirement plans. Offered at locations across the country, our seminars provide up-to-date information and interpretation on regulatory and legislative changes affecting your IRA and HSA programs. Our More Than the Basics sessions are designed for individuals who understand the overall rules and requirements, but may need a refresher or help with addressing some of the tougher IRA situations they encounter every day.
,
More Than the Basics Agenda
* Moving Assets Between IRAs
* Moving Assets Between IRAs and Employer Plans
* Recharacterization and Excess Contributions
* Required Minimum Distributions
* Beneficiary Administration
* 2010 Reporting Update
* Any new legislative/regulatory updates, such as IRS Form 5305
,
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. State: Indiana. Cost: Registration fee is $195 for the first registrant and $180 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 expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.
Thursday, June 10, 2010, 7:00 AM – 3:00 PM.
Indianapolis, IN 46241
Crowne Plaza
2501 S High School Road
317.244.6861.
More Than the Basics IRA Seminar
IRA Seminars
, ,
IRA Live Seminars
Our IRA seminars offer basic and in-depth levels of knowledge and experience on all types of retirement plans. Offered at locations across the country, our seminars provide up-to-date information and interpretation on regulatory and legislative changes affecting your IRA and HSA programs. Our More Than the Basics sessions are designed for individuals who understand the overall rules and requirements, but may need a refresher or help with addressing some of the tougher IRA situations they encounter every day.
,
More Than the Basics Agenda
* Moving Assets Between IRAs
* Moving Assets Between IRAs and Employer Plans
* Recharacterization and Excess Contributions
* Required Minimum Distributions
* Beneficiary Administration
* 2010 Reporting Update
* Any new legislative/regulatory updates, such as IRS Form 5305
,
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. State: Texas. Cost: Registration fee is $195 for the first registrant and $180 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 expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.
Thursday, June 10, 2010, 8:00 AM – 4:00 PM.
Irving, TX 75062
Radisson
4600 W Airport Fwy.
972.513.0800.
More Than the Basics IRA Seminar
IRA Seminars
, ,
IRA Live Seminars
Our IRA seminars offer basic and in-depth levels of knowledge and experience on all types of retirement plans. Offered at locations across the country, our seminars provide up-to-date information and interpretation on regulatory and legislative changes affecting your IRA and HSA programs. Our More Than the Basics sessions are designed for individuals who understand the overall rules and requirements, but may need a refresher or help with addressing some of the tougher IRA situations they encounter every day.
,
More Than the Basics Agenda
* Moving Assets Between IRAs
* Moving Assets Between IRAs and Employer Plans
* Recharacterization and Excess Contributions
* Required Minimum Distributions
* Beneficiary Administration
* 2010 Reporting Update
* Any new legislative/regulatory updates, such as IRS Form 5305
,
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. State: Iowa. Cost: Registration fee is $195 for the first registrant and $180 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 expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.
Thursday, June 10, 2010, 8:00 AM – 4:00 PM.
Des Moines, IA 50309
Embassy Suites Hotel
101 E Locust Street
515.244.1700.
More Than the Basics: Part 2
IRA Seminars
* Recharacterization and Removing Excess Contributions
* Required Minimum Distributions (Summary)
* IRS Reporting Summary
* Any legislative/regulatory updates such as new 5305 language
,
, .
Type of Event: Webinars-Live. Solution: IRA/HSA. State: Web. Cost: $169 per connection per session for an unlimited number of listeners using one phone line and the optional Internet connection at the same office address.
Thursday, June 10, 2010, 11:00 AM – 12:30 PM.
Live Webinar.
Just the Basics IRA Seminar
IRA Seminars
, ,
,
IRA Live Seminars
Our IRA seminars offer basic and in-depth levels of knowledge and experience on all types of retirement plans. Offered at locations across the country, our seminars provide up-to-date information and interpretation on regulatory and legislative changes affecting your IRA program. Our Just the Basics sessions are designed for individuals needing a panoramic view of the general rules and requirements impacting their IRA operations.
,
Just the Basics Agenda
* Establishment
* Eligibility
* Distributions
* Rollovers
* Transfers
* Direct Rollovers
* 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)
,
Cancellation Policy and Additional Seminar Details
,
Continuing Education Credits
Any Independent Community Bankers of America (ICBA) certified individual who attends one of our live seminars can earn six hours of continuing…
Type of Event: Seminars. Solution: IRA/HSA. State: Georgia. Cost: Registration fee is $195 for the first registrant and $180 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 expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.
Tuesday, June 15, 2010, 7:00 AM – 3:00 PM.
Macon, GA 31206
Anderson Conference Center
5171 Eisenhower Pky.
478.471.4381.
Just the Basics IRA Seminar
IRA Seminars
, ,
,
IRA Live Seminars
Our IRA seminars offer basic and in-depth levels of knowledge and experience on all types of retirement plans. Offered at locations across the country, our seminars provide up-to-date information and interpretation on regulatory and legislative changes affecting your IRA program. Our Just the Basics sessions are designed for individuals needing a panoramic view of the general rules and requirements impacting their IRA operations.
,
Just the Basics Agenda
* Establishment
* Eligibility
* Distributions
* Rollovers
* Transfers
* Direct Rollovers
* 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)
,
Cancellation Policy and Additional Seminar Details
,
Continuing Education Credits
Any Independent Community Bankers of America (ICBA) certified individual who attends one of our live seminars can earn six hours of continuing…
Type of Event: Seminars. Solution: IRA/HSA. State: Tennessee. Cost: Registration fee is $195 for the first registrant and $180 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 expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.
Tuesday, June 15, 2010, 7:00 AM – 3:00 PM.
Alcoa, TN 37701
Hilton Inn—Airport
2001 Alcoa Hwy.
865.970.4300.
More Than the Basics IRA Seminar
IRA Seminars
, ,
IRA Live Seminars
Our IRA seminars offer basic and in-depth levels of knowledge and experience on all types of retirement plans. Offered at locations across the country, our seminars provide up-to-date information and interpretation on regulatory and legislative changes affecting your IRA and HSA programs. Our More Than the Basics sessions are designed for individuals who understand the overall rules and requirements, but may need a refresher or help with addressing some of the tougher IRA situations they encounter every day.
,
More Than the Basics Agenda
* Moving Assets Between IRAs
* Moving Assets Between IRAs and Employer Plans
* Recharacterization and Excess Contributions
* Required Minimum Distributions
* Beneficiary Administration
* 2010 Reporting Update
* Any new legislative/regulatory updates, such as IRS Form 5305
,
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. State: North Carolina. Cost: Registration fee is $195 for the first registrant and $180 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 expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.
Tuesday, June 15, 2010, 7:00 AM – 3:00 PM.
Durham, NC 27703
Hilton—Airport
4810 Old Page Road
919.941.4810.
More Than the Basics IRA Seminar
IRA Seminars
, ,
IRA Live Seminars
Our IRA seminars offer basic and in-depth levels of knowledge and experience on all types of retirement plans. Offered at locations across the country, our seminars provide up-to-date information and interpretation on regulatory and legislative changes affecting your IRA and HSA programs. Our More Than the Basics sessions are designed for individuals who understand the overall rules and requirements, but may need a refresher or help with addressing some of the tougher IRA situations they encounter every day.
,
More Than the Basics Agenda
* Moving Assets Between IRAs
* Moving Assets Between IRAs and Employer Plans
* Recharacterization and Excess Contributions
* Required Minimum Distributions
* Beneficiary Administration
* 2010 Reporting Update
* Any new legislative/regulatory updates, such as IRS Form 5305
,
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. State: Nebraska. Cost: Registration fee is $195 for the first registrant and $180 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 expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.
Tuesday, June 15, 2010, 8:00 AM – 4:00 PM.
Grand Island, NE 68803
Holiday Inn
7838 S US Hwy. 281
308.384.7770.
Just the Basics: Part 1
IRA Seminars
* IRA Establishment
* Regular Contribution Eligibility
* Distributions
* Rollovers, Transfers, and Direct Rollovers
,
, .
Type of Event: Webinars-Live. Solution: IRA/HSA. 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, June 15, 2010, 11:00 AM – 12:40 PM.
Live Webinar.
More Than the Basics IRA Seminar
IRA Seminars
, ,
IRA Live Seminars
Our IRA seminars offer basic and in-depth levels of knowledge and experience on all types of retirement plans. Offered at locations across the country, our seminars provide up-to-date information and interpretation on regulatory and legislative changes affecting your IRA and HSA programs. Our More Than the Basics sessions are designed for individuals who understand the overall rules and requirements, but may need a refresher or help with addressing some of the tougher IRA situations they encounter every day.
,
More Than the Basics Agenda
* Moving Assets Between IRAs
* Moving Assets Between IRAs and Employer Plans
* Recharacterization and Excess Contributions
* Required Minimum Distributions
* Beneficiary Administration
* 2010 Reporting Update
* Any new legislative/regulatory updates, such as IRS Form 5305
,
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. State: Georgia. Cost: Registration fee is $195 for the first registrant and $180 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 expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.
Wednesday, June 16, 2010, 7:00 AM – 3:00 PM.
Macon, GA 31206
Anderson Conference Center
5171 Eisenhower Pky.
478.471.4381.
More Than the Basics IRA Seminar
IRA Seminars
, ,
IRA Live Seminars
Our IRA seminars offer basic and in-depth levels of knowledge and experience on all types of retirement plans. Offered at locations across the country, our seminars provide up-to-date information and interpretation on regulatory and legislative changes affecting your IRA and HSA programs. Our More Than the Basics sessions are designed for individuals who understand the overall rules and requirements, but may need a refresher or help with addressing some of the tougher IRA situations they encounter every day.
,
More Than the Basics Agenda
* Moving Assets Between IRAs
* Moving Assets Between IRAs and Employer Plans
* Recharacterization and Excess Contributions
* Required Minimum Distributions
* Beneficiary Administration
* 2010 Reporting Update
* Any new legislative/regulatory updates, such as IRS Form 5305
,
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. State: Pennsylvania. Cost: Registration fee is $195 for the first registrant and $180 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 expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.
Wednesday, June 16, 2010, 7:00 AM – 3:00 PM.
Wilkes-Barre, PA 18702
The Woodlands Inn & Resort
1073 Hwy. 315
570.824.9831.
More Than the Basics IRA Seminar
IRA Seminars
, ,
IRA Live Seminars
Our IRA seminars offer basic and in-depth levels of knowledge and experience on all types of retirement plans. Offered at locations across the country, our seminars provide up-to-date information and interpretation on regulatory and legislative changes affecting your IRA and HSA programs. Our More Than the Basics sessions are designed for individuals who understand the overall rules and requirements, but may need a refresher or help with addressing some of the tougher IRA situations they encounter every day.
,
More Than the Basics Agenda
* Moving Assets Between IRAs
* Moving Assets Between IRAs and Employer Plans
* Recharacterization and Excess Contributions
* Required Minimum Distributions
* Beneficiary Administration
* 2010 Reporting Update
* Any new legislative/regulatory updates, such as IRS Form 5305
,
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. State: Tennessee. Cost: Registration fee is $195 for the first registrant and $180 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 expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.
Wednesday, June 16, 2010, 7:00 AM – 3:00 PM.
Alcoa, TN 37701
Hilton Inn—Airport
2001 Alcoa Hwy.
865.970.4300.
Just the Basics IRA Seminar
IRA Seminars
, ,
,
IRA Live Seminars
Our IRA seminars offer basic and in-depth levels of knowledge and experience on all types of retirement plans. Offered at locations across the country, our seminars provide up-to-date information and interpretation on regulatory and legislative changes affecting your IRA program. Our Just the Basics sessions are designed for individuals needing a panoramic view of the general rules and requirements impacting their IRA operations.
,
Just the Basics Agenda
* Establishment
* Eligibility
* Distributions
* Rollovers
* Transfers
* Direct Rollovers
* 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)
,
Cancellation Policy and Additional Seminar Details
,
Continuing Education Credits
Any Independent Community Bankers of America (ICBA) certified individual who attends one of our live seminars can earn six hours of continuing…
Type of Event: Seminars. Solution: IRA/HSA. State: Minnesota. Cost: Registration fee is $195 for the first registrant and $180 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 expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.
Wednesday, June 16, 2010, 8:00 AM – 4:00 PM.
St. Cloud, MN 56301
Radisson Suites Hotel
404 W St. Germain Street
320.654.1661.
Just the Basics IRA Seminar
IRA Seminars
, ,
,
IRA Live Seminars
Our IRA seminars offer basic and in-depth levels of knowledge and experience on all types of retirement plans. Offered at locations across the country, our seminars provide up-to-date information and interpretation on regulatory and legislative changes affecting your IRA program. Our Just the Basics sessions are designed for individuals needing a panoramic view of the general rules and requirements impacting their IRA operations.
,
Just the Basics Agenda
* Establishment
* Eligibility
* Distributions
* Rollovers
* Transfers
* Direct Rollovers
* 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)
,
Cancellation Policy and Additional Seminar Details
,
Continuing Education Credits
Any Independent Community Bankers of America (ICBA) certified individual who attends one of our live seminars can earn six hours of continuing…
Type of Event: Seminars. Solution: IRA/HSA. State: Pennsylvania. Cost: Registration fee is $195 for the first registrant and $180 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 expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.
Thursday, June 17, 2010, 7:00 AM – 3:00 PM.
Harrisburg, PA 17111
Wyndham Garden Hotel
765 Eisenhower Blvd.
717.558.9500.
More Than the Basics IRA Seminar
IRA Seminars
, ,
IRA Live Seminars
Our IRA seminars offer basic and in-depth levels of knowledge and experience on all types of retirement plans. Offered at locations across the country, our seminars provide up-to-date information and interpretation on regulatory and legislative changes affecting your IRA and HSA programs. Our More Than the Basics sessions are designed for individuals who understand the overall rules and requirements, but may need a refresher or help with addressing some of the tougher IRA situations they encounter every day.
,
More Than the Basics Agenda
* Moving Assets Between IRAs
* Moving Assets Between IRAs and Employer Plans
* Recharacterization and Excess Contributions
* Required Minimum Distributions
* Beneficiary Administration
* 2010 Reporting Update
* Any new legislative/regulatory updates, such as IRS Form 5305
,
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. State: Minnesota. Cost: Registration fee is $195 for the first registrant and $180 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 expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.
Thursday, June 17, 2010, 8:00 AM – 4:00 PM.
St. Cloud, MN 56301
Radisson Suites Hotel
404 W St. Germain Street
320.654.1661.
Just the Basics: Part 2
IRA Seminars
* Required Minimum Distributions
* Beneficiary Options
* Health Savings Accounts
,
, .
Type of Event: Webinars-Live. Solution: IRA/HSA. 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.
Friday, June 18, 2010, 11:00 AM – 12:30 PM.
Live Webinar.