IRA Seminars
Administering IRAs can be challenging. Getting on track will be invaluable as millions of baby boomers prepare to retire and roll their retirement plan assets to IRAs. We can help you stay a step ahead when it comes to new rules and compliance changes, and remaining a source of knowledge for your account owners.
Seminar
Levels
Seminar Information
Registration 8 A.M. - 8:30 A.M. (Continental breakfast included)
Seminar 8:30 A.M. - 4 P.M. (15-minute morning and afternoon breaks)
Lunch Break 11:45 A.M.- 1 P.M. (Lunch on your own)
Intermediate IRAs
For those who are looking for a broad-spectrum view of IRAs. Perfect for those with IRA experience but not too overwhelming for those who are new to IRAs.
- 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
- Health Savings Accounts (in Appendix)
Seminar Information
Registration 8 A.M. - 8:30 A.M. (Continental breakfast included)
Seminar 8:30 A.M. - 4 P.M. (15-minute morning and afternoon breaks)
Lunch Break 11:45 A.M.- 1 P.M. (Lunch on your own)
To Register, click on Register Now Tab
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.
- 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.
(Continental breakfast included)
Seminar 8:30 A.M. - 4 P.M. (15-minute morning and afternoon breaks)
Lunch Break 11:45 A.M.- 1 P.M. (Lunch on your own)
To Register, click on Register Now Tab
Cost
The registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial
institution. The registration fee for an IRA Intermediate/Advanced IRA Combo event is $195 for the first day and $175 for the second day for the first attendee (each registrant must attend both days of training) and $180 for the first day and $160 for the second day for any additional attendees (each registrant must attend both days of training) from your financial institution.
Additional discount
pricing is available for organizations that send 11 or more people.
The fee includes seminar materials, beverages, and a continental breakfast. 1 hour, 15 minutes have been provided for a lunch on your own. All seminar hotels have lunch options available onsite or within close proximity to the hotel. All travel-related expenses,
including parking fees and lunch, are the responsibility of the seminar
attendees or their financial organizations.
* If a seminar is sponsored by an organization other than Wolters Kluwer
Financial Services, pricing is determined by the sponsoring organization. You
will be directed to that organization’s website for registration.
* Registration fees for seminars that are hosted by state bankers associations are set by that state bankers association.
Cancellation Policy
and Additional Seminar Details
To Register, click on Register Now Tab
