Wolters Kluwer Financial Services | Banking Compliance Solutions

Expand Your IRA Knowledge

Stay informed on the most relevant topics and challenging aspects of IRAs. Our experts will walk you through the complex rules governing IRAs, from basic IRA education to required minimum distribution rules and recent IRA legislation. You will be equipped with the knowledge to confidently respond to your account owners and quickly become their trusted source of IRA expertise.

We’ve taken our popular IRA seminar series and made it available in both a live and on-demand format. With “Just the Basics,” you will learn IRA fundamentals and be prepared to help your account owners understand the advantages this retirement account offers. The “More Than the Basics” expands further into intermediate and more advanced IRA topics, and includes a discussion on health savings accounts (HSAs). These webinars will help you: 

  • Increase your understanding of IRAs
  • Improve your service levels
  • Increase your IRA sales

Each seminar is divided into multiple sessions giving you the flexibility to attend all or to choose only those that will benefit you the most. Cost for each session of “Just the Basics” is $199 Live/$219 On-Demand. Cost for each session of “More Than the Basics” is $169 Live/$189 On-Demand. See pricing details below. You will need to register separately for each session you wish to attend. Test your system before purchase.

Just the Basics:  Part 1 (100-Minute Session)

This webinar would cover similar content to that contained in our IRA Jump Start—An Introduction to IRAs webinar.

  • IRA Establishment
  • Regular Contribution Eligibility
  • Distributions
  • Rollovers, Transfers, and Direct Rollovers
Live Webinar Dates & Times

May 18, 2010—11 AM – 12:40 PM CT
June 15, 2010—11 AM – 12:40 PM CT

Cost is $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.

On-Demand Webinar:  Estimated availability—May 14, 2010

Check back to register for this on-demand webinar. Once registered, your financial organization will receive unlimited access to the webinar for 30 days. Cost is $219.

Just the Basics:  Part 2 (90-Minute Session)

  • Required Minimum Distributions
  • Beneficiary Options
  • Health Savings Accounts
Live Webinar Dates & Times

May 20, 2010—11 AM – 12:30 PM CT
June 18, 2010—11 AM – 12:30 PM CT

Cost is $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.

On-Demand Webinar:  Estimated availability—May 14, 2010

Check back to register for this on-demand webinar. Once registered, your financial organization will receive unlimited access to the webinar for 30 days. Cost is $219.

More Than the Basics:  Part 1 (90-Minute Session)

  • Moving Assets Between IRAs
  • Moving Assets Between IRAs and Employer Plans
  • Any legislative/regulatory updates such as new 5305 language
Live Webinar Dates & Times

May 11, 2010—11 AM – 12:30 PM CT
June 8, 2010—11 AM – 12:30 PM CT

Cost is $169 per connection per session for an unlimited number of listeners using one phone line and the optional Internet connection at the same office address.

On-Demand Webinar:  Estimated availability—May 14, 2010

Check back to register for this on-demand webinar. Once registered, your financial organization will receive unlimited access to the webinar for 30 days. Cost is $189.

More Than the Basics:  Part 2 (90-Minute Session)

  • Recharacterization and Removing Excess Contributions
  • Required Minimum Distributions (Summary)
  • IRS Reporting Summary
  • Any legislative/regulatory updates such as new 5305 language
Live Webinar Dates & Times

May 13, 2010—11 AM – 12:30 PM CT
June 10, 2010—11 AM – 12:30 PM CT

Cost is $169 per connection per session for an unlimited number of listeners using one phone line and the optional Internet connection at the same office address.

On-Demand Webinar:  Estimated availability—May 14, 2010

Check back to register for this on-demand webinar. Once registered, your financial organization will receive unlimited access to the webinar for 30 days. Cost is $189.

More Than the Basics:  Part 3 (90-Minute Session)

  • Beneficiary Options
  • Any legislative/regulatory updates such as new 5305 language
Live Webinar Dates & Times

May 25, 2010—11 AM – 12:30 PM CT
June 22, 2010—11 AM – 12:30 PM CT

Cost is $169 per connection per session for an unlimited number of listeners using one phone line and the optional Internet connection at the same office address.

On-Demand Webinar:  Estimated availability—May 14, 2010

Check back to register for this on-demand webinar. Once registered, your financial organization will receive unlimited access to the webinar for 30 days. Cost is $189.

More Than the Basics:  Part 4 (75-Minute Session)

This webinar would cover similar content to that contained in our Advanced Health Savings Accounts webinar.

  • Health Savings Accounts
  • Any legislative/regulatory updates such as new 5305 language
Live Webinar Dates & Times

May 27, 2010—11 AM – 12:15 PM CT
June 24, 2010—11 AM – 12:15 PM CT

Cost is $169 per connection per session for an unlimited number of listeners using one phone line and the optional Internet connection at the same office address.

On-Demand Webinar:  Estimated availability—May 14, 2010

Check back to register for this on-demand webinar. Once registered, your financial organization will receive unlimited access to the webinar for 30 days. Cost is $189.