IRA Update 2015 – What’s On the Horizon? Webinar
One couple’s misinterpretation of the IRA rules creates a revolution of changes regarding IRA Rollovers. This webinar covers important issues you MUST know regarding these changes (see complete description below).
Click Here for Webinar Description and Audience
One couple’s misinterpretation of the IRA rules creates a revolution of changes regarding IRA Rollovers. This webinar covers important issues you MUST know regarding these changes.
What You Will Learn:
•Cost of Living Adjustments for 2015
•Status on reinstatement of Qualified Charitable Distributions
•IRA Amendment Requirements
•How the Supreme Court decision regarding DOMA affects same-sex spouses
•Sorting through the Rollover/Transfer Terminology and Reporting
•Review of IRS Reporting Requirements
Who Should Attend?
All New Account / Customer Service Personnel involved with answering customer’s IRA questions. Back office operations as well as any supervisors involved in customer contact or IRA reporting would benefit from this information-filled two hour webinar. This webinar is at an intermediate level.
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. 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.
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.