Event Registration

IRA Essentials - Lexington, KY

Description:

WHAT

During this IRA program we will build a strong foundation with the four types of IRAs.  You will learn about IRA Movements and IRA Distributions.  This program is design for those new to IRAs and will be a good review for the more experience IRA Administrator.  You will receive an IRA Handbook with everything that is new and important to IRAs.

TOPICS

This full day program includes:

  • Traditional IRA;
  • Roth IRA;
  • Simplified Employee Pension Plans;
  • SIMPLE;
  • Rollovers, transfers and Qualified Retirement Plan rollovers;
  • Premature distributions;
  • 70 ½ distributions;
  • Inherited IRAs; and
  • Reporting and Compliance

WHO

IRA Administrators, Branch Staff, New Accounts, Personal Bankers, Training and Deposit Operations and Compliance

PRESENTER

Deborah L Crawford is the President of Gettechnical Inc. a Virginia/Louisiana based training company.  She has been an instructor and a banker for over 30 years.  She obtained her bachelors and master’s degrees from Louisiana State University.  Her specialty is the deposit side of the financial institution including BSA, IRAs and deposit regulations.  Over the years she has been an instructor for many state associations and leagues.

Price: $295.00

Start Time: 9:00 am
End Time: 4:00 pm

Date: April 18, 2019

Address:
Indiana Wesleyan university - Lexington, KY
2530 Sir Barton Way
Lexington, KY
40509
United States
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