The perfect balance of culture and personal growth

When you appreciate the cultural experience of mixing with peers and experts in your field, blended with the refreshing perspectives brought by cognitive growth, you savor the refined qualities of our IRA Seminars.

Take in the essence of our Spring and Summer IRA Seminar Tours
Break away from your daily routine and top off your IRA experience with refreshing perspectives and information from refined experts in the field, with:

Light-bodied tastes
(Just the Basics)

Establishment
Eligibility
Distributions
Rollovers, Transfers, Direct Rollovers
Required Minimum Distributions
Beneficiary Options
Any new legislative/regulatory updates, such as IRS Form 5305

Robust flavours
(More Than the Basics)

Required Minimum Distribution Summary
Beneficiary Administration
Moving Assets Between IRAs
Moving Assets Between IRAs and Employer Plans
Recharacterized & Returned Contributions
2010 IRS Reporting
Health Savings Accounts
Any new legislative/regulatory updates, such as IRS Form 5305

Seminar Information

Registration 8 - 8:30 A.M.
Seminar 8:30 A.M. - 4 P.M.
Lunch Break NOON - 1 P.M. (15-minute morning and afternoon breaks)

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.

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 hours to the ICBA at the end of the year.

Seminar Options

We know not everyone can attend a live seminar, so we’ve made it possible for you to get the training and experience of the seminar available in different formats: