IRA Overview

*CBW Members deduct $30 per participant

Program Description:

Traditional IRAs have been available since 1975 and continue to be revised and updated. Help your staff prepare for the questions and paperwork that will soon be upon them. Geared toward bank employees who have a basic understanding of IRAs, this seminar reiterates the important details of the various types of IRAs, highlights the concepts that cause the most confusion for bank customers, and discusses additions and revisions for 2006 and 2007.

What You Will Learn:

• Appropriate documentation for opening IRAs, including beneficiary issues
• Contribution limitations for particular IRAs, including Traditional, Roth, SEP, and SIMPLE IRAs
• Transfers and Rollovers-how to handle them properly
• Taking distributions-including the new distribution regulations from the IRS
• End of the year reporting issues for which the banks are responsible
• NEW in 2007- IRA rollover features into HSAs
  

Who Should Attend:

Any level of employee at a bank or other financial organization. If you work with IRAs, get updated about the new regulations and statutes issued in 2006.

Presenter:

Scott Becker, Esq. is a licensed attorney in Lakeville, MN. He has taught a variety of classes on banking and benefits topics since 1995 and concentrates much of his practice on employee benefits, corporate work, and retirement planning. His relaxed style and ability to relate to his audience with up-to-date information and anecdotes make him a particular favorite for groups that have attended his classes.

Registration Information:

Fax or mail this registration form, or register online, by March 9, 2007.
Make checks payable to Center for Financial Training (CFT). Withdrawals made prior to the registration deadline will receive a full refund or a credit toward a future CFT seminar. Withdrawals made after the registration deadline will not receive a refund or a credit. Substitutions may be made at any time. No-shows will be charged the full amount.

Download a Seminar Flyer