IRA Basics | Oxford, MS
July 23, 2019
Oxford Conference Center
102 Ed Perry Boulevard
Oxford, MS 38655
9 AM - 4 PM | Registration begins at 8:45 AM
The IRA Basics seminar is designed for those new to IRAs or a great review for those who have been in the business for a while. It addresses the purpose of IRAs, the role IRAs play in a customer’s retirement strategy and all the different types of IRAs and their eligibility requirements. This great seminar includes some information on a few distributions, including death distributions. Seminar attendees will leave with less apprehension about their responsibilities and compliance issues for opening IRAs at the financial institution. Each registrant will receive a copy of the 575 plus page IRA Handbook in hard copy and on cd.
- New Legislation pending that will increase 70 1/2 age, allow more into the accounts and other exciting changes!
- What’s new with IRAs
- Overview of IRAs
- Traditional IRAs
- Roth IRAs
- Qualified Retirement Plan Rollover
- Simplified Employee Pension Plan
- Moving and changing IRAs
- Coverdell Education Savings Accounts
- Basics on premature distributions
- Basics on 70 1/2 distributions
Who Should Attend
This program is designed for all IRA Administrators, personal bankers, trust officers, customer service representatives and those selling or discussing these products with their customers.
Deborah Crawford is the President of Gettechnical Inc., a Virginia-based firm, specializing in the education of banks across the nation. Her 30 plus years of banking and teaching experience began at Hibernia National Bank in New Orleans . She graduated from Louisiana State University with both her bachelor's and master’s degrees. Deborah's specialty is in the deposit side of the financial institution where she teaches seminars on regulations, documentation, insurance and Individual Retirement Accounts.
The cost to attend this all day seminar is $299 per person per day. Registration fees include instruction, refreshments and lunch. You can also register online by going to our website at www.gettechnicalinc.com.
Full registration fees will be refunded if a cancellation is received on or before ten business days prior to the meeting. If date of cancellation is less than ten days prior to the meeting, a $50 processing fee will be retained. No refunds will be given for cancellations made the day of the program. Substitutions are welcome. Dress for the seminar is business casual. To ensure your comfort, please bring a jacket or sweater. If you need additional information, please call (888) 773-4839.
|Event End Date||07-23-2019|
|Cut off date||07-23-2019|
|Location||Oxford Conference Center, Oxford, MS|