10 IRA Challenges and Mistakes that Banks and CUs Make

Jun 14, 2018 12:00pm -
Jun 14, 2018 01:30pm
(GMT-5)
As we transition to a new online membership platform, CBAO will not be processing online orders from September 21-30. Please call our office at (614) 846.8124 to register for a webinar or an event. Thank you!

A list of upcoming events is presented below:

Event Description

Although not quite as funny as other Top 10 lists, this course will provide an interesting and unique perspective on the 10 IRA issues facing financial institutions 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 retirement 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
Category:NE Region Meeting
Early registration ends on Apr 01, 2018.
Regular registration starts on Apr 02, 2018 and ends on May 17, 2018.
Late registration starts on May 18, 2018.
(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