May 24, 2017 12:00pm -
May 24, 2017 01:00pm
(GMT-5)

Event Description

Although not quite as funny as other Top 10 lists, this course will provide an interesting and unique perspective on the top 10 IRA issues facing financial organizations today.

This IRA webinar will cover such important topics to financial institutions and its customers as:

  • The Backdoor Roth IRA
  • Electronic Communications and Record Retention
  • Senior IRA Personnel Retirements and Succession Planning
  • Avoiding RMDs
  • Worthless assets in an IRA
  • Rollover Pretax and After-tax splits
  • Nonresident alien beneficiaries
  • And MUCH more!

This IRA webinar is filled with examples, tips and guidelines designed to ensure your team is fully equipped to handle complex questions and issues that may arise when handling Individual Retirement Accounts.

REGISTRATION OPTIONS

If you are having issues with registering online, please contact CBAO's Education & Training Coordinator, Lianne Simeone, (614) 610-1877.


Event Type:Webinar &/or On-Demand Link/CD
Early registration ends on Apr 11, 2017.
Regular registration starts on Apr 12, 2017 and ends on May 27, 2017.
Late registration starts on May 28, 2017.
(GMT-05:00) Eastern Time (US & Canada)

 

Registration Fees
Fee TypeEarlyRegularLate
 Live Webinar
Member Fee: $265.00$265.00$290.00
Non-Member Fee: $400.00$400.00$425.00
 Additional Hookups
Member Fee: $175.00$175.00$175.00
Non-Member Fee: $260.00$260.00$260.00