As a new year begins, the start of another IRA and HSA season is upon us. Get prepared early with a timely overview of the new rules, regulations, plan documents, and contribution limits taking effect in 2018. Whether you work directly with IRA and HSA owners or your role includes operational, reporting, or managerial responsibilities, this session will provide practical insights into the latest IRA and HSA issues.
Attendance verification for CE credits provided upon request.
Who Should Attend?
This session is designed for individuals who deal with IRAs or HSAs, whether on the frontline, behind the scenes in the IRA/HSA support department, or in a supervisory or management capacity. Licensed insurance and registered representatives will also benefit. Join us to gain a greater appreciation and understanding of what is important and relevant in the world of IRAs and HSAs in 2018 and beyond.
If you are having issues with registering online, please contact CBAO's Education & Training Coordinator, Lianne Simeone, (614) 610-1877.