Level I IRA Seminar
, 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…
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.
Tuesday, June 4, 2013, 7:00 AM – 3:00 PM.
COURTYARD BY MARRIOTT
3805 WEST CYPRESS
TAMPA, FL 33607
813-874-0555.
Level I IRA Seminar
, 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…
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.
Tuesday, June 4, 2013, 8:00 AM – 4:00 PM.
HOLIDAY INN AIRPORT CONF CENTER
3201 BANKHEAD DR
LITTLE ROCK, AR 72206
501-490-1000.
Level I IRA Seminar
, 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…
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.
Tuesday, June 4, 2013, 8:00 AM – 4:00 PM.
FAIRFIELD INN
217 POTOMAC BLVD.
MOUNT VERNON, IL 62864
618-244-2300.
Level I IRA Seminar
, 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…
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.
Tuesday, June 4, 2013, 10:00 AM – 6:00 PM.
COURTYARD BY MARRIOTT
23175 AVENIDA DE LA CARLOTA
ORANGE COUNTY (LAGUNA HILLS), CA 92653
949-859-5500.
Level II IRA Seminar
, 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, Seminar Information, Registration 8 A.M. - 8:30…
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.
Wednesday, June 5, 2013, 7:00 AM – 3:00 PM.
COURTYARD BY MARRIOTT
3805 WEST CYPRESS
TAMPA, FL 33607
813-874-0556.
Level II IRA Seminar
, 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, Seminar Information, Registration 8 A.M. - 8:30…
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.
Wednesday, June 5, 2013, 8:00 AM – 4:00 PM.
FAIRFIELD INN
217 POTOMAC BLVD.
MOUNT VERNON, IL 62864
618-244-2301.
Level II IRA Seminar
, 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, Seminar Information, Registration 8 A.M. - 8:30…
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.
Wednesday, June 5, 2013, 8:00 AM – 4:00 PM.
HOLIDAY INN AIRPORT CONF CENTER
3201 BANKHEAD DR
LITTLE ROCK, AR 72206
501-490-1001.
Level II IRA Seminar
, 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, Seminar Information, Registration 8 A.M. - 8:30…
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.
Wednesday, June 5, 2013, 10:00 AM – 6:00 PM.
COURTYARD BY MARRIOTT
23175 AVENIDA DE LA CARLOTA
ORANGE COUNTY (LAGUNA HILLS), CA 92653
949-859-5501.
Level I IRA Seminar
, 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…
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.
Thursday, June 6, 2013, 8:00 AM – 4:00 PM.
CROWNE PLAZA HOTEL
3000 S DIRKSEN PKY.
SPRINGFIELD, IL 62703
217-529-7777.
Level II IRA Seminar
, 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, Seminar Information, Registration 8 A.M. - 8:30…
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.
Friday, June 7, 2013, 8:00 AM – 4:00 PM.
CROWNE PLAZA HOTEL
3000 S DIRKSEN PKY.
SPRINGFIELD, IL 62703
217-529-7778.
Level I IRA Seminar
, 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…
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.
Tuesday, June 11, 2013, 7:00 AM – 3:00 PM.
COURTYARD COLUMBUS DUBLIN
5175 POST ROAD
COLUMBUS (DUBLIN), OH 43017
614-764-9393.
Level I IRA Seminar
, 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…
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.
Tuesday, June 11, 2013, 7:00 AM – 3:00 PM.
MARRIOTT MACON CITY CENTER
240 COLISEUM DR
MACON, GA 31217
478-621-5300.
Level I IRA Seminar
, 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…
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.
Tuesday, June 11, 2013, 8:00 AM – 4:00 PM.
COURTYARD HOUSTON HOBBY AIRPORT
9190 GULF FWY
HOUSTON, TX 77017
713-910-1700.
Level II IRA Seminar
, 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, Seminar Information, Registration 8 A.M. - 8:30…
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.
Wednesday, June 12, 2013, 7:00 AM – 3:00 PM.
MARRIOTT MACON CITY CENTER
240 COLISEUM DR
MACON, GA 31217
478-621-5301.
Level II IRA Seminar
, 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, Seminar Information, Registration 8 A.M. - 8:30…
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.
Wednesday, June 12, 2013, 7:00 AM – 3:00 PM.
COURTYARD COLUMBUS DUBLIN
5175 POST ROAD
COLUMBUS (DUBLIN), OH 43017
614-764-9394.
Level II IRA Seminar
, 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, Seminar Information, Registration 8 A.M. - 8:30…
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.
Wednesday, June 12, 2013, 8:00 AM – 4:00 PM.
COURTYARD HOUSTON HOBBY AIRPORT
9190 GULF FWY
HOUSTON, TX 77017
713-910-1701.
Level I IRA Seminar
, 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…
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.
Tuesday, June 18, 2013, 7:00 AM – 3:00 PM.
COURTYARD BY MARRIOTT
700 HUSE ROAD
MANCHESTER, NH 03103
603-641-4900.
Level I IRA Seminar
, 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…
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.
Tuesday, June 18, 2013, 8:00 AM – 4:00 PM.
FAIRFIELD INN
805 ALLEN DR
GRAND ISLAND, NE 68803
308-381-8980.
Level I IRA Seminar
, 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…
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.
Tuesday, June 18, 2013, 8:00 AM – 4:00 PM.
COURTYARD BY MARRIOTT
4300 W EMPIRE PLACE
SIOUX FALLS, SD 57106
605-444-4300.
Level II IRA Seminar
, 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, Seminar Information, Registration 8 A.M. - 8:30…
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.
Wednesday, June 19, 2013, 7:00 AM – 3:00 PM.
COURTYARD BY MARRIOTT
700 HUSE ROAD
MANCHESTER, NH 03103
603-641-4901.
Level II IRA Seminar
, 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, Seminar Information, Registration 8 A.M. - 8:30…
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.
Wednesday, June 19, 2013, 8:00 AM – 4:00 PM.
COURTYARD BY MARRIOTT
4300 W EMPIRE PLACE
SIOUX FALLS, SD 57106
605-444-4301.
Level II IRA Seminar
, 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, Seminar Information, Registration 8 A.M. - 8:30…
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.
Wednesday, June 19, 2013, 8:00 AM – 4:00 PM.
FAIRFIELD INN
805 ALLEN DR
GRAND ISLAND, NE 68803
308-381-8981.