Wolters Kluwer Financial Services Events|IRA Seminars

Level I IRA Seminar

2013-05-21T13:00:00Z

COURTYARD BY MARRIOTT
7800 S BLOOMINGTON AVENUE
MINNEAPOLIS (BLOOMINGTON), MN 55425
952-876-0100
Tuesday, May 21, 2013, 8am – 4pm

IRA Live Seminars - Level I IRA Seminar
The Level I IRA seminar is for those individuals with little or no experience with IRAs, or someone seeking a refresher course before moving on to a Level II seminar. This seminar will explain the differences between IRAs and other deposit accounts and attendees will gain an understanding of IRA-related terminology. This seminar also reviews the IRA establishment process by examining the documents necessary to establish an IRA with an overview of the typical ways that forms are generated. Additionally, we will review the common IRA deposit and withdrawal transactions and include a discussion of how to administer and subsequently report each transaction. The Level I IRA seminar will provide attendees with the confidence necessary to handle most IRA deposits and withdrawals.

Agenda
* IRA Overview
* IRA Establishment
* Regular Contributions
* Pre- and Post-Age 59½ Distributions
* Rollovers, Transfers, and Direct Rollovers
* Traditional IRA Age 70½ Distributions
* Distributions to Beneficiaries

Seminar Information
Registration 8 A.M. - 8:30 A.M.
Seminar 8:30 A.M. - 4 P.M.
Lunch Break Noon - 1:15 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 education credits to be applied to the Certified Community Bank Internal Auditor (CCBIA) and Certified Community Bank Compliance Officer (CCBCO) designations. To receive the credits, attendees simply report the hours to the ICBA at the end of the year.

Type of Event: Seminars
Industry: IRA/HSA
City: Minneapolis (Bloomington)
State: Minnesota
Country/Region: Americas
Cost: The 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 continental breakfast. Lunch and all travel-related expenses such as parking fees, are the responsibility of the seminar attendees or their financial organizations. All seminar venues have restaurants on site or within close proximity.

Level I IRA Seminar

2013-05-21T13:00:00Z

RESIDENCE INN BY MARRIOTT
2551 SOUTH LOOP 289
LUBBOCK, TX 79423
806-745-1963
Tuesday, May 21, 2013, 8am – 4pm

Type of Event: Seminars
Industry: IRA/HSA
City: Lubbock
State: Texas
Country/Region: Americas
Cost: The 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 continental breakfast. Lunch and all travel-related expenses such as parking fees, are the responsibility of the seminar attendees or their financial organizations. All seminar venues have restaurants on site or within close proximity.

Level I IRA Seminar

2013-05-21T13:00:00Z

BEST WESTERN
6815 W KELLOGG
WICHITA, KS 67209
316-942-5600
Tuesday, May 21, 2013, 8am – 4pm

Type of Event: Seminars
Industry: IRA/HSA
City: Wichita
State: Kansas
Country/Region: Americas
Cost: The 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 continental breakfast. Lunch and all travel-related expenses such as parking fees, are the responsibility of the seminar attendees or their financial organizations. All seminar venues have restaurants on site or within close proximity.

Level II IRA Seminar

2013-05-22T13:00:00Z

RESIDENCE INN BY MARRIOTT
2551 SOUTH LOOP 289
LUBBOCK, TX 79423
806-745-1964
Wednesday, May 22, 2013, 8am – 4pm

IRA Live Seminars - Level II IRA Seminar
The Level II IRA/HSA seminar is geared to those individuals who have a solid understanding of the IRA basics, their IRA systems, and the forms used to complete specific transactions. The Level II seminar explores the rules associated with acting as an IRA/HSA custodian or trustee and the day-to-day challenges that specific contribution and distribution transactions present, as well as overall administration and reporting of IRA transactions. Discussions on required minimum distributions, beneficiary administration, and employer plan to IRA rollovers will help ensure attendees are prepared to handle the increasing IRA-related activity of our aging population. This seminar wraps up with a comprehensive discussion on HSAs.

Agenda
* Required Minimum Distributions
* Beneficiary IRA Administration
* Distributions
* Moving Assets Between IRAs
* Moving Assets Between Employer Plans and IRAs
* Health Savings Accounts

Level II IRA Seminar

2013-05-22T13:00:00Z

BEST WESTERN
6815 W KELLOGG
WICHITA, KS 67209
316-942-5601
Wednesday, May 22, 2013, 8am – 4pm

Agenda
* Required Minimum Distributions
* Beneficiary IRA Administration
* Distributions
* Moving Assets Between IRAs
* Moving Assets Between Employer Plans and IRAs
* Health Savings Accounts

Level II IRA Seminar

2013-05-22T13:00:00Z

COURTYARD BY MARRIOTT
7800 S BLOOMINGTON AVENUE
MINNEAPOLIS (BLOOMINGTON), MN 55425
952-876-0101
Wednesday, May 22, 2013, 8am – 4pm

Agenda
* Required Minimum Distributions
* Beneficiary IRA Administration
* Distributions
* Moving Assets Between IRAs
* Moving Assets Between Employer Plans and IRAs
* Health Savings Accounts

Level I IRA Seminar

2013-06-04T12:00:00Z

COURTYARD BY MARRIOTT
3805 WEST CYPRESS
TAMPA, FL 33607
813-874-0555
Tuesday, June 4, 2013, 7am – 3pm

Type of Event: Seminars
Industry: IRA/HSA
City: Tampa
State: Florida
Country/Region: Americas
Cost: The 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 continental breakfast. Lunch and all travel-related expenses such as parking fees, are the responsibility of the seminar attendees or their financial organizations. All seminar venues have restaurants on site or within close proximity.

Level I IRA Seminar

2013-06-04T13:00:00Z

FAIRFIELD INN
217 POTOMAC BLVD.
MOUNT VERNON, IL 62864
618-244-2300
Tuesday, June 4, 2013, 8am – 4pm

Type of Event: Seminars
Industry: IRA/HSA
City: Mount Vernon
State: Illinois
Country/Region: Americas
Cost: The 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 continental breakfast. Lunch and all travel-related expenses such as parking fees, are the responsibility of the seminar attendees or their financial organizations. All seminar venues have restaurants on site or within close proximity.

Level I IRA Seminar

2013-06-04T13:00:00Z

HOLIDAY INN AIRPORT CONF CENTER
3201 BANKHEAD DR
LITTLE ROCK, AR 72206
501-490-1000
Tuesday, June 4, 2013, 8am – 4pm

Type of Event: Seminars
Industry: IRA/HSA
City: Little Rock
State: Arkansas
Country/Region: Americas
Cost: The 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 continental breakfast. Lunch and all travel-related expenses such as parking fees, are the responsibility of the seminar attendees or their financial organizations. All seminar venues have restaurants on site or within close proximity.

Level I IRA Seminar

2013-06-04T15:00:00Z

COURTYARD BY MARRIOTT
23175 AVENIDA DE LA CARLOTA
ORANGE COUNTY (LAGUNA HILLS), CA 92653
949-859-5500
Tuesday, June 4, 2013, 10am – 6pm

Type of Event: Seminars
Industry: IRA/HSA
City: Orange County (Languna Hills)
State: California
Country/Region: Americas
Cost: The 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 continental breakfast. Lunch and all travel-related expenses such as parking fees, are the responsibility of the seminar attendees or their financial organizations. All seminar venues have restaurants on site or within close proximity.

Level II IRA Seminar

2013-06-05T12:00:00Z

COURTYARD BY MARRIOTT
3805 WEST CYPRESS
TAMPA, FL 33607
813-874-0556
Wednesday, June 5, 2013, 7am – 3pm

Agenda
* Required Minimum Distributions
* Beneficiary IRA Administration
* Distributions
* Moving Assets Between IRAs
* Moving Assets Between Employer Plans and IRAs
* Health Savings Accounts

Level II IRA Seminar

2013-06-05T13:00:00Z

HOLIDAY INN AIRPORT CONF CENTER
3201 BANKHEAD DR
LITTLE ROCK, AR 72206
501-490-1001
Wednesday, June 5, 2013, 8am – 4pm

Agenda
* Required Minimum Distributions
* Beneficiary IRA Administration
* Distributions
* Moving Assets Between IRAs
* Moving Assets Between Employer Plans and IRAs
* Health Savings Accounts

Level II IRA Seminar

2013-06-05T13:00:00Z

FAIRFIELD INN
217 POTOMAC BLVD.
MOUNT VERNON, IL 62864
618-244-2301
Wednesday, June 5, 2013, 8am – 4pm

Agenda
* Required Minimum Distributions
* Beneficiary IRA Administration
* Distributions
* Moving Assets Between IRAs
* Moving Assets Between Employer Plans and IRAs
* Health Savings Accounts

Level II IRA Seminar

2013-06-05T15:00:00Z

COURTYARD BY MARRIOTT
23175 AVENIDA DE LA CARLOTA
ORANGE COUNTY (LAGUNA HILLS), CA 92653
949-859-5501
Wednesday, June 5, 2013, 10am – 6pm

Agenda
* Required Minimum Distributions
* Beneficiary IRA Administration
* Distributions
* Moving Assets Between IRAs
* Moving Assets Between Employer Plans and IRAs
* Health Savings Accounts

Type of Event: Seminars
Industry: IRA/HSA
City: Orange County (Laguna Hills)
State: California
Country/Region: Americas
Cost: The 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 continental breakfast. Lunch and all travel-related expenses such as parking fees, are the responsibility of the seminar attendees or their financial organizations. All seminar venues have restaurants on site or within close proximity.

Level I IRA Seminar

2013-06-06T13:00:00Z

CROWNE PLAZA HOTEL
3000 S DIRKSEN PKY.
SPRINGFIELD, IL 62703
217-529-7777
Thursday, June 6, 2013, 8am – 4pm

Type of Event: Seminars
Industry: IRA/HSA
City: Springfield
State: Illinois
Country/Region: Americas
Cost: The 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 continental breakfast. Lunch and all travel-related expenses such as parking fees, are the responsibility of the seminar attendees or their financial organizations. All seminar venues have restaurants on site or within close proximity.

Level II IRA Seminar

2013-06-07T13:00:00Z

CROWNE PLAZA HOTEL
3000 S DIRKSEN PKY.
SPRINGFIELD, IL 62703
217-529-7778
Friday, June 7, 2013, 8am – 4pm

Agenda
* Required Minimum Distributions
* Beneficiary IRA Administration
* Distributions
* Moving Assets Between IRAs
* Moving Assets Between Employer Plans and IRAs
* Health Savings Accounts

Level I IRA Seminar

2013-06-11T12:00:00Z

COURTYARD COLUMBUS DUBLIN
5175 POST ROAD
COLUMBUS (DUBLIN), OH 43017
614-764-9393
Tuesday, June 11, 2013, 7am – 3pm

Type of Event: Seminars
Industry: IRA/HSA
City: Columbus (Dublin)
State: Ohio
Country/Region: Americas
Cost: The 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 continental breakfast. Lunch and all travel-related expenses such as parking fees, are the responsibility of the seminar attendees or their financial organizations. All seminar venues have restaurants on site or within close proximity.

Level I IRA Seminar

2013-06-11T12:00:00Z

MARRIOTT MACON CITY CENTER
240 COLISEUM DR
MACON, GA 31217
478-621-5300
Tuesday, June 11, 2013, 7am – 3pm

Type of Event: Seminars
Industry: IRA/HSA
City: Macon
State: Georgia
Country/Region: Americas
Cost: The 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 continental breakfast. Lunch and all travel-related expenses such as parking fees, are the responsibility of the seminar attendees or their financial organizations. All seminar venues have restaurants on site or within close proximity.

Level I IRA Seminar

2013-06-11T13:00:00Z

COURTYARD HOUSTON HOBBY AIRPORT
9190 GULF FWY
HOUSTON, TX 77017
713-910-1700
Tuesday, June 11, 2013, 8am – 4pm

Type of Event: Seminars
Industry: IRA/HSA
City: Houston
State: Texas
Country/Region: Americas
Cost: The 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 continental breakfast. Lunch and all travel-related expenses such as parking fees, are the responsibility of the seminar attendees or their financial organizations. All seminar venues have restaurants on site or within close proximity.

Level I IRA Seminar

2013-06-11T13:00:00Z

BATON ROUGE MARRIOTT
5500 HILTON AVE
BATON ROUGE, LA 70808
225-924-5000
Tuesday, June 11, 2013, 8am – 4pm

Type of Event: Seminars
Industry: IRA/HSA
City: Baton Rouge
State: Louisiana
Country/Region: Americas
Cost: The 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 continental breakfast. Lunch and all travel-related expenses such as parking fees, are the responsibility of the seminar attendees or their financial organizations. All seminar venues have restaurants on site or within close proximity.

Level II IRA Seminar

2013-06-12T12:00:00Z

COURTYARD COLUMBUS DUBLIN
5175 POST ROAD
COLUMBUS (DUBLIN), OH 43017
614-764-9394
Wednesday, June 12, 2013, 7am – 3pm

Agenda
* Required Minimum Distributions
* Beneficiary IRA Administration
* Distributions
* Moving Assets Between IRAs
* Moving Assets Between Employer Plans and IRAs
* Health Savings Accounts

Level II IRA Seminar

2013-06-12T12:00:00Z

MARRIOTT MACON CITY CENTER
240 COLISEUM DR
MACON, GA 31217
478-621-5301
Wednesday, June 12, 2013, 7am – 3pm

Agenda
* Required Minimum Distributions
* Beneficiary IRA Administration
* Distributions
* Moving Assets Between IRAs
* Moving Assets Between Employer Plans and IRAs
* Health Savings Accounts

Level II IRA Seminar

2013-06-12T13:00:00Z

BATON ROUGE MARRIOTT
5500 HILTON AVE
BATON ROUGE, LA 70808
225-924-5001
Wednesday, June 12, 2013, 8am – 4pm

Agenda
* Required Minimum Distributions
* Beneficiary IRA Administration
* Distributions
* Moving Assets Between IRAs
* Moving Assets Between Employer Plans and IRAs
* Health Savings Accounts

Level II IRA Seminar

2013-06-12T13:00:00Z

COURTYARD HOUSTON HOBBY AIRPORT
9190 GULF FWY
HOUSTON, TX 77017
713-910-1701
Wednesday, June 12, 2013, 8am – 4pm

Agenda
* Required Minimum Distributions
* Beneficiary IRA Administration
* Distributions
* Moving Assets Between IRAs
* Moving Assets Between Employer Plans and IRAs
* Health Savings Accounts

Level I IRA Seminar

2013-06-18T12:00:00Z

COURTYARD BY MARRIOTT
700 HUSE ROAD
MANCHESTER, NH 03103
603-641-4900
Tuesday, June 18, 2013, 7am – 3pm

Type of Event: Seminars
Industry: IRA/HSA
City: Manchester
State: New Hampshire
Country/Region: Americas
Cost: The 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 continental breakfast. Lunch and all travel-related expenses such as parking fees, are the responsibility of the seminar attendees or their financial organizations. All seminar venues have restaurants on site or within close proximity.

Level I IRA Seminar

2013-06-18T13:00:00Z

COURTYARD BY MARRIOTT
4300 W EMPIRE PLACE
SIOUX FALLS, SD 57106
605-444-4300
Tuesday, June 18, 2013, 8am – 4pm

Type of Event: Seminars
Industry: IRA/HSA
City: Sioux Falls
State: South Dakota
Country/Region: Americas
Cost: The 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 continental breakfast. Lunch and all travel-related expenses such as parking fees, are the responsibility of the seminar attendees or their financial organizations. All seminar venues have restaurants on site or within close proximity.

Level I IRA Seminar

2013-06-18T13:00:00Z

FAIRFIELD INN
805 ALLEN DR
GRAND ISLAND, NE 68803
308-381-8980
Tuesday, June 18, 2013, 8am – 4pm

Type of Event: Seminars
Industry: IRA/HSA
City: Grand Island
State: Nebraska
Country/Region: Americas
Cost: The 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 continental breakfast. Lunch and all travel-related expenses such as parking fees, are the responsibility of the seminar attendees or their financial organizations. All seminar venues have restaurants on site or within close proximity.

Level II IRA Seminar

2013-06-19T12:00:00Z

COURTYARD BY MARRIOTT
700 HUSE ROAD
MANCHESTER, NH 03103
603-641-4901
Wednesday, June 19, 2013, 7am – 3pm

Agenda
* Required Minimum Distributions
* Beneficiary IRA Administration
* Distributions
* Moving Assets Between IRAs
* Moving Assets Between Employer Plans and IRAs
* Health Savings Accounts

Level II IRA Seminar

2013-06-19T13:00:00Z

FAIRFIELD INN
805 ALLEN DR
GRAND ISLAND, NE 68803
308-381-8981
Wednesday, June 19, 2013, 8am – 4pm

Agenda
* Required Minimum Distributions
* Beneficiary IRA Administration
* Distributions
* Moving Assets Between IRAs
* Moving Assets Between Employer Plans and IRAs
* Health Savings Accounts

Level II IRA Seminar

2013-06-19T13:00:00Z

COURTYARD BY MARRIOTT
4300 W EMPIRE PLACE
SIOUX FALLS, SD 57106
605-444-4301
Wednesday, June 19, 2013, 8am – 4pm

Agenda
* Required Minimum Distributions
* Beneficiary IRA Administration
* Distributions
* Moving Assets Between IRAs
* Moving Assets Between Employer Plans and IRAs
* Health Savings Accounts