IRA Principles
IRA Seminars
,
,
IRA Live Seminars - IRA Principles
For those who are new to IRAs or looking for a refresher course. Attendees will learn how to administer common IRA transactions and the overall benefits of contributing to an IRA.
Agenda,
* Establishment Overview and Regular Contributions
* Distributions
* IRA-to-IRA Rollovers, Transfers, and Conversions
* Employer Plan-to-IRA Rollovers and Direct Rollovers
* Required Minimum Distributions
* Beneficiary IRA Administration
* Appendix: 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. (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…
Type of Event: Seminars. Solution: IRA/HSA. City: Charleston. State: West Virginia. 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 light lunch. All travel-related expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.
Tuesday, February 14, 2012, 7:00 AM – 3:00 PM.
Holiday Inn Express
100 Civic Center Drive
Charleston, WV 25301
304-345-0600.
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
* February 14, 2012
* March 21, 2012
,
.
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, February 14, 2012, 1:00 PM – 2:00 PM.
Live-Webinar.
IRA Principles
IRA Seminars
,
,
IRA Live Seminars - IRA Principles
For those who are new to IRAs or looking for a refresher course. Attendees will learn how to administer common IRA transactions and the overall benefits of contributing to an IRA.
Agenda,
* Establishment Overview and Regular Contributions
* Distributions
* IRA-to-IRA Rollovers, Transfers, and Conversions
* Employer Plan-to-IRA Rollovers and Direct Rollovers
* Required Minimum Distributions
* Beneficiary IRA Administration
* Appendix: 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. (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…
Type of Event: Seminars. Solution: IRA/HSA. City: Columbus (Worthington). State: Ohio. 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 light lunch. All travel-related expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.
Wednesday, February 15, 2012, 7:00 AM – 3:00 PM.
Holiday Inn
7007 N High Street
Columbus (Worthington), OH 43085
614-436-0700.
Advanced IRA Seminar
IRA Seminars
,
,
IRA Live Seminars - Advanced IRAs
For those who understand the IRA basics but want a deeper understanding of the rules and regulations as they apply to IRA and HSA administration.
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 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 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…
Type of Event: Seminars. Solution: IRA/HSA. City: Hebron (Cincinnati). State: Kentucky. 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 light lunch. All travel-related expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.
Thursday, February 16, 2012, 7:00 AM – 3:00 PM.
Doubletree
2826 Terminal Drive
Hebron (Cincinnati), KY 41048
859-371-6166.
Advanced Health Savings Accounts
Banking Content
,
,
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.
,
Agenda
* Market Information
* Regular Contributions
* Distributions
* Rollovers and Transfers
* Other Matters
,
.
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, February 16, 2012, 1:00 PM – 2:00 PM.
Live-Webinar.
Advanced IRA Seminar
IRA Seminars
,
,
IRA Live Seminars - Advanced IRAs
For those who understand the IRA basics but want a deeper understanding of the rules and regulations as they apply to IRA and HSA administration.
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 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 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…
Type of Event: Seminars. Solution: IRA/HSA. City: Tallahassee. State: Florida. 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 light lunch. All travel-related expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.
Tuesday, February 28, 2012, 7:00 AM – 3:00 PM.
Holiday Inn Conference Center
2714 Graves Rd
Tallahassee, FL 32303
850-536-2008.
Advanced IRA Seminar
IRA Seminars
,
,
IRA Live Seminars - Advanced IRAs
For those who understand the IRA basics but want a deeper understanding of the rules and regulations as they apply to IRA and HSA administration.
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 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 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…
Type of Event: Seminars. Solution: IRA/HSA. City: Baton Rouge. State: Louisiana. 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 light lunch. All travel-related expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.
Tuesday, February 28, 2012, 8:00 AM – 4:00 PM.
Hilton Garden Inn
3330 Harding Blvd
Baton Rouge, LA 70807
225-357-6177.
Advanced IRA Seminar
IRA Seminars
,
,
IRA Live Seminars - Advanced IRAs
For those who understand the IRA basics but want a deeper understanding of the rules and regulations as they apply to IRA and HSA administration.
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 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 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…
Type of Event: Seminars. Solution: IRA/HSA. City: Urbana (Champaign). State: Illinois. 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 light lunch. All travel-related expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.
Tuesday, February 28, 2012, 8:00 AM – 4:00 PM.
Holiday Inn & Conv. Center
1001 Killarney St
Urbana (Champaign), IL 61801
217-328-7900.
IRA Principles
IRA Seminars
,
,
IRA Live Seminars - IRA Principles
For those who are new to IRAs or looking for a refresher course. Attendees will learn how to administer common IRA transactions and the overall benefits of contributing to an IRA.
Agenda,
* Establishment Overview and Regular Contributions
* Distributions
* IRA-to-IRA Rollovers, Transfers, and Conversions
* Employer Plan-to-IRA Rollovers and Direct Rollovers
* Required Minimum Distributions
* Beneficiary IRA Administration
* Appendix: 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. (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…
Type of Event: Seminars. Solution: IRA/HSA. City: Orlando. State: Florida. 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 light lunch. All travel-related expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.
Wednesday, February 29, 2012, 7:00 AM – 3:00 PM.
Crowne Plaza
5555 Hazeltine National Dr
Orlando, FL 32812
407-856-0100.
Advanced IRA Seminar
IRA Seminars
,
,
IRA Live Seminars - Advanced IRAs
For those who understand the IRA basics but want a deeper understanding of the rules and regulations as they apply to IRA and HSA administration.
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 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 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…
Type of Event: Seminars. Solution: IRA/HSA. City: Houston. State: Texas. 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 light lunch. All travel-related expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.
Wednesday, February 29, 2012, 8:00 AM – 4:00 PM.
Doubletree
15747 John F Kennedy Blvd
Houston, TX 77032
281-848-4000.
IRA Principles
IRA Seminars
,
,
IRA Live Seminars - IRA Principles
For those who are new to IRAs or looking for a refresher course. Attendees will learn how to administer common IRA transactions and the overall benefits of contributing to an IRA.
Agenda,
* Establishment Overview and Regular Contributions
* Distributions
* IRA-to-IRA Rollovers, Transfers, and Conversions
* Employer Plan-to-IRA Rollovers and Direct Rollovers
* Required Minimum Distributions
* Beneficiary IRA Administration
* Appendix: 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. (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…
Type of Event: Seminars. Solution: IRA/HSA. City: Chicago (Naperville). State: Illinois. 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 light lunch. All travel-related expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.
Wednesday, February 29, 2012, 8:00 AM – 4:00 PM.
Courtyard By Marriott
1155 E Diehl Rd
Chicago (Naperville), IL 60563
630-505-0550.
Advanced IRA Seminar
IRA Seminars
,
,
IRA Live Seminars - Advanced IRAs
For those who understand the IRA basics but want a deeper understanding of the rules and regulations as they apply to IRA and HSA administration.
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 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 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…
Type of Event: Seminars. Solution: IRA/HSA. City: San Antonio. State: Texas. 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 light lunch. All travel-related expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.
Thursday, March 1, 2012, 8:00 AM – 4:00 PM.
Marriott Rivercenter
101 Bowie Street
San Antonio, TX 78205-3901
210-223-1000.
Advanced IRA Seminar
IRA Seminars
,
,
IRA Live Seminars - Advanced IRAs
For those who understand the IRA basics but want a deeper understanding of the rules and regulations as they apply to IRA and HSA administration.
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 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 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…
Type of Event: Seminars. Solution: IRA/HSA. City: Chicago (Schaumburg). State: Illinois. 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 light lunch. All travel-related expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.
Thursday, March 1, 2012, 8:00 AM – 4:00 PM.
Doubletree
800 National Pky
Chicago (Schaumburg), IL 60173
847-605-9222.
Advanced IRA Seminar
IRA Seminars
,
,
IRA Live Seminars - Advanced IRAs
For those who understand the IRA basics but want a deeper understanding of the rules and regulations as they apply to IRA and HSA administration.
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 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 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…
Type of Event: Seminars. Solution: IRA/HSA. City: Macon. State: Georgia. 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 light lunch. All travel-related expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.
Tuesday, March 6, 2012, 7:00 AM – 3:00 PM.
Hilton Garden Inn
1220 Stadium Dr
Macon, GA 31204
478-741-5527.
IRA Principles
IRA Seminars
,
,
IRA Live Seminars - IRA Principles
For those who are new to IRAs or looking for a refresher course. Attendees will learn how to administer common IRA transactions and the overall benefits of contributing to an IRA.
Agenda,
* Establishment Overview and Regular Contributions
* Distributions
* IRA-to-IRA Rollovers, Transfers, and Conversions
* Employer Plan-to-IRA Rollovers and Direct Rollovers
* Required Minimum Distributions
* Beneficiary IRA Administration
* Appendix: 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. (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…
Type of Event: Seminars. Solution: IRA/HSA. City: Fort Wayne. State: Indiana. 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 light lunch. All travel-related expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.
Tuesday, March 6, 2012, 7:00 AM – 3:00 PM.
Hilton At Conv. Center
1020 S Calhoun Street
Fort Wayne, IN 46802
260-420-1100.
Advanced IRA Seminar
IRA Seminars
,
,
IRA Live Seminars - Advanced IRAs
For those who understand the IRA basics but want a deeper understanding of the rules and regulations as they apply to IRA and HSA administration.
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 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 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…
Type of Event: Seminars. Solution: IRA/HSA. City: Mount Vernon. State: Illinois. 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 light lunch. All travel-related expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.
Tuesday, March 6, 2012, 8:00 AM – 4:00 PM.
Fairfield Inn
217 Potomac Blvd
Mount Vernon, IL 62864
618-244-2300.
IRA Principles
IRA Seminars
,
,
IRA Live Seminars - IRA Principles
For those who are new to IRAs or looking for a refresher course. Attendees will learn how to administer common IRA transactions and the overall benefits of contributing to an IRA.
Agenda,
* Establishment Overview and Regular Contributions
* Distributions
* IRA-to-IRA Rollovers, Transfers, and Conversions
* Employer Plan-to-IRA Rollovers and Direct Rollovers
* Required Minimum Distributions
* Beneficiary IRA Administration
* Appendix: 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. (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…
Type of Event: Seminars. Solution: IRA/HSA. City: Valdosta. State: Georgia. 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 light lunch. All travel-related expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.
Wednesday, March 7, 2012, 7:00 AM – 3:00 PM.
Holiday Inn & Conf Center
1805 W Hill Avenue
Valdosta, GA 31601
229-244-1111.
IRA Principles
IRA Seminars
,
,
IRA Live Seminars - IRA Principles
For those who are new to IRAs or looking for a refresher course. Attendees will learn how to administer common IRA transactions and the overall benefits of contributing to an IRA.
Agenda,
* Establishment Overview and Regular Contributions
* Distributions
* IRA-to-IRA Rollovers, Transfers, and Conversions
* Employer Plan-to-IRA Rollovers and Direct Rollovers
* Required Minimum Distributions
* Beneficiary IRA Administration
* Appendix: 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. (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…
Type of Event: Seminars. Solution: IRA/HSA. City: Indianapolis. State: Indiana. 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 light lunch. All travel-related expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.
Wednesday, March 7, 2012, 7:00 AM – 3:00 PM.
Courtyard By Marriott
2602 Fortune Circle East
Indianapolis, IN 46241
317-248-0300.
IRA Principles
IRA Seminars
,
,
IRA Live Seminars - IRA Principles
For those who are new to IRAs or looking for a refresher course. Attendees will learn how to administer common IRA transactions and the overall benefits of contributing to an IRA.
Agenda,
* Establishment Overview and Regular Contributions
* Distributions
* IRA-to-IRA Rollovers, Transfers, and Conversions
* Employer Plan-to-IRA Rollovers and Direct Rollovers
* Required Minimum Distributions
* Beneficiary IRA Administration
* Appendix: 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. (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…
Type of Event: Seminars. Solution: IRA/HSA. City: Springfield. State: Illinois. 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 light lunch. All travel-related expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.
Wednesday, March 7, 2012, 8:00 AM – 4:00 PM.
Hilton Garden Inn
3100 S Dirksen Parkway
Springfield, IL 62703
217-529-7171.
Advanced IRA Seminar
IRA Seminars
,
,
IRA Live Seminars - Advanced IRAs
For those who understand the IRA basics but want a deeper understanding of the rules and regulations as they apply to IRA and HSA administration.
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 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 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…
Type of Event: Seminars. Solution: IRA/HSA. City: Springfield. State: Illinois. 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 light lunch. All travel-related expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.
Thursday, March 8, 2012, 8:00 AM – 4:00 PM.
Hilton Garden Inn
3100 S Dirksen Parkway
Springfield, IL 62703
217-529-7171.
IRA Principles
IRA Seminars
,
,
IRA Live Seminars - IRA Principles
For those who are new to IRAs or looking for a refresher course. Attendees will learn how to administer common IRA transactions and the overall benefits of contributing to an IRA.
Agenda,
* Establishment Overview and Regular Contributions
* Distributions
* IRA-to-IRA Rollovers, Transfers, and Conversions
* Employer Plan-to-IRA Rollovers and Direct Rollovers
* Required Minimum Distributions
* Beneficiary IRA Administration
* Appendix: 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. (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…
Type of Event: Seminars. Solution: IRA/HSA. City: Dothan. State: Alabama. 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 light lunch. All travel-related expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.
Thursday, March 8, 2012, 8:00 AM – 4:00 PM.
Courtyard By Marriott
3040 Ross Clark Circle
Dothan, AL 36301
334-671-3000.
IRA Jump Start
Banking Content
,
,
This webinar serves as an excellent opportunity to build the foundation of knowledge necessary to understand individual retirement accounts (IRAs). Covering some of the more common terminology associated with IRAs, the documentation necessary to establish an IRA, and the eligibility requirements to make a traditional or Roth IRA regular contribution, attending this webinar will build the confidence necessary to move on to the next training event in our curriculum, the beginner live seminar.
,
Please join us to:
* To gain an understanding of the basic terminology associated with IRAs
* To get familiar with the establishment process including the necessary documentation
* To understand the regular contribution eligibility criteria
,
Serves as a primer for the beginner regular tour seminar. Ideal for those individuals who aren't familiar with IRAs.
,
.
Type of Event: Webinars-Live. Solution: IRA/HSA. 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.
Thursday, March 8, 2012, 1:00 PM – 2:30 PM.
Live-Webinar.
Advanced IRA Seminar
IRA Seminars
,
,
IRA Live Seminars - Advanced IRAs
For those who understand the IRA basics but want a deeper understanding of the rules and regulations as they apply to IRA and HSA administration.
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 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 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…
Type of Event: Seminars. Solution: IRA/HSA. City: Rothschild. State: Wisconsin. Cost: The registration fee is $195 for each registrant. 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, March 13, 2012, 8:00 AM – 4:00 PM.
Grand Lodge by Stoney Creek
805 Creske Avenue
Rothschild, WI 54474
715-241-6300.
Advanced IRA Seminar
IRA Seminars
,
,
IRA Live Seminars - Advanced IRAs
For those who understand the IRA basics but want a deeper understanding of the rules and regulations as they apply to IRA and HSA administration.
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 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 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…
Type of Event: Seminars. Solution: IRA/HSA. City: Sioux Falls. State: South Dakota. 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 light lunch. All travel-related expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.
Tuesday, March 13, 2012, 8:00 AM – 4:00 PM.
Best Western--Ramkota Inn
3200 W Maple Street
Sioux Falls, SD 57107
605-336-0650.
IRA Principles
IRA Seminars
,
,
IRA Live Seminars - IRA Principles
For those who are new to IRAs or looking for a refresher course. Attendees will learn how to administer common IRA transactions and the overall benefits of contributing to an IRA.
Agenda,
* Establishment Overview and Regular Contributions
* Distributions
* IRA-to-IRA Rollovers, Transfers, and Conversions
* Employer Plan-to-IRA Rollovers and Direct Rollovers
* Required Minimum Distributions
* Beneficiary IRA Administration
* Appendix: 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. (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…
Type of Event: Seminars. Solution: IRA/HSA. City: Springfield. State: Missouri. 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 light lunch. All travel-related expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.
Tuesday, March 13, 2012, 8:00 AM – 4:00 PM.
Doubletree
2431 N Glenstone Ave
Springfield, MO 65803
417-831-3131.
IRA Principles
IRA Seminars
,
,
IRA Live Seminars - IRA Principles
For those who are new to IRAs or looking for a refresher course. Attendees will learn how to administer common IRA transactions and the overall benefits of contributing to an IRA.
Agenda,
* Establishment Overview and Regular Contributions
* Distributions
* IRA-to-IRA Rollovers, Transfers, and Conversions
* Employer Plan-to-IRA Rollovers and Direct Rollovers
* Required Minimum Distributions
* Beneficiary IRA Administration
* Appendix: 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. (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…
Type of Event: Seminars. Solution: IRA/HSA. City: El Paso. State: Texas. 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 light lunch. All travel-related expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.
Tuesday, March 13, 2012, 8:00 AM – 4:00 PM.
Marriott
1600 Airway Blvd
El Paso, TX 79925
915-779-3300.
Advanced IRA Seminar
IRA Seminars
,
,
IRA Live Seminars - Advanced IRAs
For those who understand the IRA basics but want a deeper understanding of the rules and regulations as they apply to IRA and HSA administration.
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 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 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…
Type of Event: Seminars. Solution: IRA/HSA. City: Madison. State: Wisconsin. Cost: The registration fee is $195 for each registrant. 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, March 14, 2012, 8:00 AM – 4:00 PM.
Holiday Inn Madison at the American Center
5109 West Terrace Drive
Madison, WI 53718
608-249-4220.
IRA Principles
IRA Seminars
,
,
IRA Live Seminars - IRA Principles
For those who are new to IRAs or looking for a refresher course. Attendees will learn how to administer common IRA transactions and the overall benefits of contributing to an IRA.
Agenda,
* Establishment Overview and Regular Contributions
* Distributions
* IRA-to-IRA Rollovers, Transfers, and Conversions
* Employer Plan-to-IRA Rollovers and Direct Rollovers
* Required Minimum Distributions
* Beneficiary IRA Administration
* Appendix: 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. (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…
Type of Event: Seminars. Solution: IRA/HSA. City: Norfolk. State: Nebraska. 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 light lunch. All travel-related expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.
Wednesday, March 14, 2012, 8:00 AM – 4:00 PM.
Holiday Inn Express
920 S 20Th Street
Norfolk, NE 68701
402-379-1524.
IRA Principles
IRA Seminars
,
,
IRA Live Seminars - IRA Principles
For those who are new to IRAs or looking for a refresher course. Attendees will learn how to administer common IRA transactions and the overall benefits of contributing to an IRA.
Agenda,
* Establishment Overview and Regular Contributions
* Distributions
* IRA-to-IRA Rollovers, Transfers, and Conversions
* Employer Plan-to-IRA Rollovers and Direct Rollovers
* Required Minimum Distributions
* Beneficiary IRA Administration
* Appendix: 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. (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…
Type of Event: Seminars. Solution: IRA/HSA. City: Little Rock. State: Arkansas. 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 light lunch. All travel-related expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.
Wednesday, March 14, 2012, 8:00 AM – 4:00 PM.
Holiday Inn Airport Conf Center
3201 Bankhead Dr
Little Rock, AR 72206
501-490-2289.
Advanced IRA Seminar
IRA Seminars
,
,
IRA Live Seminars - Advanced IRAs
For those who understand the IRA basics but want a deeper understanding of the rules and regulations as they apply to IRA and HSA administration.
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 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 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…
Type of Event: Seminars. Solution: IRA/HSA. City: Albuquerque. State: New Mexico. 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 light lunch. All travel-related expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.
Wednesday, March 14, 2012, 9:00 AM – 5:00 PM.
Albuquerque Sheraton Airport
2910 Se Yale Blvd
Albuquerque, NM 87106
505-843-7000.
Advanced IRA Seminar
IRA Seminars
,
,
IRA Live Seminars - Advanced IRAs
For those who understand the IRA basics but want a deeper understanding of the rules and regulations as they apply to IRA and HSA administration.
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 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 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…
Type of Event: Seminars. Solution: IRA/HSA. City: Milwaukee. State: Wisconsin. Cost: The registration fee is $195 for each registrant. 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, March 15, 2012, 8:00 AM – 4:00 PM.
Crowne Plaza Milwaukee Airport
6401 S. 13th Street
Milwaukee, WI 53221
Phone: 414.764.5300.
IRA Principles
IRA Seminars
,
,
IRA Live Seminars - IRA Principles
For those who are new to IRAs or looking for a refresher course. Attendees will learn how to administer common IRA transactions and the overall benefits of contributing to an IRA.
Agenda,
* Establishment Overview and Regular Contributions
* Distributions
* IRA-to-IRA Rollovers, Transfers, and Conversions
* Employer Plan-to-IRA Rollovers and Direct Rollovers
* Required Minimum Distributions
* Beneficiary IRA Administration
* Appendix: 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. (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…
Type of Event: Seminars. Solution: IRA/HSA. City: Grand Island. State: Nebraska. 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 light lunch. All travel-related expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.
Thursday, March 15, 2012, 8:00 AM – 4:00 PM.
Howard Johnson Riverside Inn
3333 Ramada Rd
Grand Island, NE 68801-8898
308-384-5150.
IRA Principles
IRA Seminars
,
,
IRA Live Seminars - IRA Principles
For those who are new to IRAs or looking for a refresher course. Attendees will learn how to administer common IRA transactions and the overall benefits of contributing to an IRA.
Agenda,
* Establishment Overview and Regular Contributions
* Distributions
* IRA-to-IRA Rollovers, Transfers, and Conversions
* Employer Plan-to-IRA Rollovers and Direct Rollovers
* Required Minimum Distributions
* Beneficiary IRA Administration
* Appendix: 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. (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…
Type of Event: Seminars. Solution: IRA/HSA. City: Jonesboro. State: Arkansas. 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 light lunch. All travel-related expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.
Thursday, March 15, 2012, 8:00 AM – 4:00 PM.
Holiday Inn
3006 S Caraway Road
Jonesboro, AR 72401
870-935-2030.
Beneficiary IRA Administration: Forms, Options, and Reporting
Banking Content
,
,
This webinar provides the guidance necessary to work through the many challenges financial organizations face upon the death of an individual retirement account (IRA) owner. It reviews suggested beneficiary documentation, the variables that determine a beneficiary's distribution options, and clarifies what a financial organization's reporting responsibilities consist of. This event is an excellent training opportunity for anyone that needs a refresher on beneficiary rules after attending one of our regular tour IRA seminars.
,
Please join us to:
* Provide the guidance needed to administer an IRA following the owner's death
* Promote the importance of administering "beneficiary IRAs" consistently
* Stress the importance of providing adequate attention to an IRA upon an IRA owner's death
,
To reinforce the concepts covered in one of our regular tour seminars. Specifically serves as an excellent primer for anyone planning to attend Advanced regular tour seminar.
,
…
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, March 15, 2012, 11:00 AM – 12:00 PM.
Live-Webinar.
Advanced IRA Seminar
IRA Seminars
,
,
IRA Live Seminars - Advanced IRAs
For those who understand the IRA basics but want a deeper understanding of the rules and regulations as they apply to IRA and HSA administration.
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 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 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…
Type of Event: Seminars. Solution: IRA/HSA. City: Omaha. State: Nebraska. 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 light lunch. All travel-related expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.
Friday, March 16, 2012, 8:00 AM – 4:00 PM.
Embassy Suites--Downtown
555 S 10Th Street
Omaha, NE 68102
402-346-9000.
Advanced IRA Seminar
IRA Seminars
,
,
IRA Live Seminars - Advanced IRAs
For those who understand the IRA basics but want a deeper understanding of the rules and regulations as they apply to IRA and HSA administration.
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 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 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…
Type of Event: Seminars. Solution: IRA/HSA. City: Billings. State: Montana. 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 light lunch. All travel-related expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.
Tuesday, March 20, 2012, 9:00 AM – 5:00 PM.
Crowne Plaza
27 N 27Th Street
Billings, MT 59101
406-252-7400.
IRA Principles
IRA Seminars
,
,
IRA Live Seminars - IRA Principles
For those who are new to IRAs or looking for a refresher course. Attendees will learn how to administer common IRA transactions and the overall benefits of contributing to an IRA.
Agenda,
* Establishment Overview and Regular Contributions
* Distributions
* IRA-to-IRA Rollovers, Transfers, and Conversions
* Employer Plan-to-IRA Rollovers and Direct Rollovers
* Required Minimum Distributions
* Beneficiary IRA Administration
* Appendix: 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. (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…
Type of Event: Seminars. Solution: IRA/HSA. City: Cheyenne. State: Wyoming. 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 light lunch. All travel-related expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.
Tuesday, March 20, 2012, 9:00 AM – 5:00 PM.
Little America Hotel
2800 W Lincolnway
Cheyenne, WY 82001
307-775-8400.
IRA Principles
IRA Seminars
,
,
IRA Live Seminars - IRA Principles
For those who are new to IRAs or looking for a refresher course. Attendees will learn how to administer common IRA transactions and the overall benefits of contributing to an IRA.
Agenda,
* Establishment Overview and Regular Contributions
* Distributions
* IRA-to-IRA Rollovers, Transfers, and Conversions
* Employer Plan-to-IRA Rollovers and Direct Rollovers
* Required Minimum Distributions
* Beneficiary IRA Administration
* Appendix: 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. (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…
Type of Event: Seminars. Solution: IRA/HSA. City: Colorado Springs. State: Colorado. 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 light lunch. All travel-related expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.
Wednesday, March 21, 2012, 9:00 AM – 5:00 PM.
Marriott
5580 Tech Center Drive
Colorado Springs, CO 80919
719-260-1800.
IRA Principles
IRA Seminars
,
,
IRA Live Seminars - IRA Principles
For those who are new to IRAs or looking for a refresher course. Attendees will learn how to administer common IRA transactions and the overall benefits of contributing to an IRA.
Agenda,
* Establishment Overview and Regular Contributions
* Distributions
* IRA-to-IRA Rollovers, Transfers, and Conversions
* Employer Plan-to-IRA Rollovers and Direct Rollovers
* Required Minimum Distributions
* Beneficiary IRA Administration
* Appendix: 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. (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…
Type of Event: Seminars. Solution: IRA/HSA. City: Rapid City. State: South Dakota. 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 light lunch. All travel-related expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.
Wednesday, March 21, 2012, 9:00 AM – 5:00 PM.
Holiday Inn--Rushmore Plaza
505 N 5Th Street
Rapid City, SD 57701
605-348-4000.
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
* February 14, 2012
* March 21, 2012
,
.
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.
Wednesday, March 21, 2012, 1:00 PM – 2:00 PM.
Live-Webinar.
IRA Principles
IRA Seminars
,
,
IRA Live Seminars - IRA Principles
For those who are new to IRAs or looking for a refresher course. Attendees will learn how to administer common IRA transactions and the overall benefits of contributing to an IRA.
Agenda,
* Establishment Overview and Regular Contributions
* Distributions
* IRA-to-IRA Rollovers, Transfers, and Conversions
* Employer Plan-to-IRA Rollovers and Direct Rollovers
* Required Minimum Distributions
* Beneficiary IRA Administration
* Appendix: 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. (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…
Type of Event: Seminars. Solution: IRA/HSA. City: Denver. State: Colorado. 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 light lunch. All travel-related expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.
Thursday, March 22, 2012, 9:00 AM – 5:00 PM.
Embassy Suites--Airport
4444 N Havana
Denver, CO 80239
303-375-0400.
Advanced Health Savings Accounts
Banking Content
,
,
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.
,
Agenda
* Market Information
* Regular Contributions
* Distributions
* Rollovers and Transfers
* Other Matters
,
.
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, March 29, 2012, 1:00 PM – 2:00 PM.
Live Webinar.