WEBINAR

IRA Basic Issues OnDemand with Live Streaming Webinar

CFT Credits: 1.00

Attend the IRA Basic Issues Seminar from the convenience of your own office via Live Streaming Video as it happens on August 25th (9:00 am – 4:00 pm Central Time), or at your own convenience with 6 months of OnDemand playback.

Webinar Description and Intended Audience

Attend the IRA Basic Issues Seminar from the convenience of your own office via Live Streaming Video as it happens on August 25th (9:00 am – 4:00 pm Central Time), or at your own convenience with 6 months of OnDemand playback.

If I said “What a year!!!” that would be a huge understatement regarding all the world changes – including the IRA World! The SECURE Act that was signed into law at the end of 2019 became effective on January 1, 2020 bringing lots of changes to IRAs – some good and some not-so-good. Then “Covid-19” totally changed our “normal” to the “What the Heck???” In March 2020 the CARES Act was signed into law to give everyone financial relief due to the stock market going down and the unemployment going up.

While it may take years to build a confidence level where you can answer almost any question thrown your way, the goal of these two days is to raise your comfort level if you are a rookie and to reinforce your knowledge if you have a higher level of experience and catch you up on all the new changes. You will also receive your favorite “tool” – the 275-page 2020-2021 Sunwest Training Corp’s IRA Training and Reference Manual to download and print one copy per paid attendee – which is not only full of easy-to-follow IRA information, but also lots of “Cheat Sheets” and “Quick Reference Tools” to get you through your day-to-day tasks of dealing with your IRA customers.

On day one you learn the following:

  1. Understanding the Top 20 Basic Terms of IRAs.
  2. Next we will review the most commonly used forms to create and complete IRA transactions. 
    • Since this is not vendor-form-specific, please bring a copy of your bank’s IRA Application form, Contribution Form, Distribution Form and Rollover Review or Rollover Certification Form as well as any other forms you may have questions on.

       3. As the day goes on, you will pick up knowledge of the IRA plan types with changes, Traditional, Roth and SEP.

This is day one of a two day seminar. Each day can be purchased independently but for the most comprehensive understanding of the issues from A-Z, attending both days is recommended.  You will receive a separate manual for the topics of each day’s class.

Series Information Here: 2 Day IRA Seminar: Basic & Advanced Issues OnDemand with Live Streaming

Seminar Overview:

  • IRA Terminology – Top 20 Terms
  • Explanation of IRA Forms (Not Forms Specific – (Please bring your own forms including Application, Contribution form, Distribution, Rollover Review or Certification and any other commonly used forms)
  • Beneficiary Designations including Primary and Contingent, Trusts and Estates
  • Qualifications, New 2020 Contribution Limits and other new regulations for a:                                                                                                                                                                                                  
    • Traditional IRA
    • Roth and Conversion Roth
    • SEP IRAs contributions and IRS reporting

Who Should Attend?

New Account Representatives, Certificate of Deposit Personnel, Savings Counselors, Accountholder Service Representatives, Investment and Trust Personnel who are newly involved in the opening, selling, marketing, or administration of IRAs. Any officer/manager who “oversees” the IRA department and may be responsible for answering IRA accountholders questions or concerns but does not actually open IRA accounts. Experienced IRA Personnel who like a slower pace workshop to cover all the new changes in a comprehensive manner.

Webinar Viewing Options

LIVE WEBINAR:                                              

INCLUDES 7 DAYS OF UNLIMITED ONDEMAND PLAYBACK!  With this option, you will participate in the webinar live, via the internet. You will login to the webinar on your PC to view the PowerPoint presentation, and you have the option of using your PC speakers or a telephone for the audio. You can type and send your questions to the instructor. Many companies are now running their PC through an LCD projector allowing many employees to participate at the same time.  And don’t worry if you miss the webinar, you can still view it for up to seven days after it takes place!

SIX MONTH ONDEMAND VIDEO:

With this option, you will receive an e-mail that contains a link to the PowerPoint slides (to download, print, and copy) as well as a link to the media player where you will view and hear the entire webinar just as it was delivered, featuring the full-color PowerPoint presentation with audio. You can pause, fast-forward and rewind as needed, which makes it a very effective training tool. The OnDemand Video will be available to you (and anyone else in the company) for six months and can be accessed 24/7 as many times as you wish. Delivered via e-mail the day after the webinar takes place.

CD-ROM VIDEO:

If you do not have internet access or want to make the webinar part of your training library, the CD-ROM Recording is a great option for viewing a webinar. You can pause, fast-forward and rewind as needed, which makes it an effective training tool.  With this option, you will receive a download of any applicable handouts and a CD-ROM (featuring the full-color PowerPoint presentation with audio) via regular mail. Mailed 7 to 10 days after the webinar takes place.

IN-HOUSE:                                                        

Webinars can be scheduled and offered exclusively for your company.  They can even be customized to best fit your needs.  To find out more, please complete the in-house request form found in the Schedule and Registration Information section below.

Continuing Education (CE) Credits

This webinar is recommended for 2.5 CE Credit Hours. Each attendee will receive a Certificate of Attendance for self-reporting of CE Credits.

Register Here!

Choose the viewing option that best suits your needs. Live Webinar times are shown as Eastern Time. You can choose to pay by credit card or invoice when you register. CFT Credit will be awarded to the registrant, unless directed otherwise (additional attendees can also receive credit for an additional fee). CFT Webinars are powered by Total Training Solutions!

Webinar DateStart TimeEnd DateEnd TimeViewing Options - See Descriptions AbovePrice
08/25/2010:00 AM08/25/20Live Webinar$995.00
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