IRA Plan Types Made Simple Webinar
One of the most common questions you may get when a customer or member walks through the door is: “What kind of IRA plan should I open?” or “Which type of IRA is best for me?” We know that most of us are not in the position or licensed to give the potential IRA accountholder “advice” (see complete description below).
Click Here for Webinar Description and Audience
One of the most common questions you may get when a customer or member walks through the door is: “What kind of IRA plan should I open?” or “Which type of IRA is best for me?” We know that most of us are not in the position or licensed to give the potential IRA accountholder “advice”. But, there is nothing wrong with explaining the different IRA products to them – if you know the facts.
If you want to “jump start” your IRA knowledge base, this two hour Webinar is a good place to begin.
- Traditional IRAs – qualifications, contribution limits and distribution timing.
- Roth IRAs – qualifications, contribution limits and tax free distributions
- Conversion Roth IRAs – taxability and reporting as well as tax free distributions
- Simplified Employee Pension Plans – qualifications and coding
- Review of forms and IRS reporting for each plan type (You are encouraged to have a copy of your application and contribution form available for reference during the webinar).
Who Should Attend?
All entry and medium level customer service reps, as well as experienced supervisor who would like to review the latest IRA plan rules and regulations.
Click Here for Continuing Education Credits (CEC) Info
This webinar is recommended for 2.5 CE Credit Hours. Each attendee will receive a Certificate of Attendance for self-reporting of CE Credits.
Click Here for Delivery Option Descriptions
INCLUDES SEVEN DAYS OF ONDEMAND PLAYBACK! With this option, you will participate in the webinar (via the internet) as it is being presented. 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. Participants can type and send their questions to the instructor. Many companies will run their PC through an LCD projector allowing many employees to participate in the same room.
SIX MONTH ONDEMAND VIDEO RECORDING:
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 an effective training tool. The weblink will be available to you (and anyone else in the company) for up to 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 RECORDING:
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 the PowerPoint slides and a CD-ROM Recording (featuring PowerPoint presentation with audio) of the webinar via regular mail. Mailed 7 to 10 days after the webinar takes place.
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.