Wolters Kluwer Financial Services Events

Advanced IRA Seminar

08 Feb 2012 13:00:00 GMT

Radisson--Center Of Nh
700 Elm St
Manchester, NH 03101
603-206-4206
Wednesday, February 8, 2012, 7am – 3pm

IRA Live Seminars - Advanced IRAs

For those who understand the IRA basics but want a deeper understanding of the rules and regulations as they apply to IRA and HSA administration.
Agenda

* Required Minimum Distributions
* Beneficiary IRA Administration
* Distributions
* Moving Assets Between IRAs
* Moving Assets Between Employer Plans and IRAs
* Health Savings Accounts

Seminar Information
Registration 8 A.M. - 8:30 A.M.
Seminar 8:30 A.M. - 4 P.M.
Lunch Break Noon - 1 P.M. (15-minute morning and afternoon breaks)

Cancellation Policy and Additional Seminar Details

Continuing Education Credits
Any Independent Community Bankers of America (ICBA) certified individual who attends one of our live seminars can earn six hours of continuing education credits to be applied to the Certified Community Bank Internal Auditor (CCBIA) and Certified Community Bank Compliance Officer (CCBCO) designations. To receive the credits, attendees simply report the hours to the ICBA at the end of the year.

Type of Event: Seminars
Solution: IRA/HSA
City: Manchester
State: New Hampshire
Cost: The registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.

Advanced IRA Seminar

08 Feb 2012 14:00:00 GMT

Hilton
7900 S Lewis Ave
Tulsa, OK 74136
918-492-5000
Wednesday, February 8, 2012, 8am – 4pm

Type of Event: Seminars
Solution: IRA/HSA
City: Tulsa
State: Oklahoma
Cost: The registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.

IRA Principles

08 Feb 2012 14:00:00 GMT

Best Western Mall Of America
1901 Killebrew Dr
Minneapolis (Bloomington), MN 55425
320-815-6070
Wednesday, February 8, 2012, 8am – 4pm

IRA Live Seminars - IRA Principles

For those who are new to IRAs or looking for a refresher course. Attendees will learn how to administer common IRA transactions and the overall benefits of contributing to an IRA.
Agenda

* Establishment Overview and Regular Contributions
* Distributions
* IRA-to-IRA Rollovers, Transfers, and Conversions
* Employer Plan-to-IRA Rollovers and Direct Rollovers
* Required Minimum Distributions
* Beneficiary IRA Administration
* Appendix: Health Savings Accounts

Seminar Information
Registration 8 A.M. - 8:30 A.M.
Seminar 8:30 A.M. - 4 P.M.
Lunch Break Noon - 1 P.M. (15-minute morning and afternoon breaks)

Cancellation Policy and Additional Seminar Details

Continuing Education Credits
Any Independent Community Bankers of America (ICBA) certified individual who attends one of our live seminars can earn six hours of continuing education credits to be applied to the Certified Community Bank Internal Auditor (CCBIA) and Certified Community Bank Compliance Officer (CCBCO) designations. To receive the credits, attendees simply report the hours to the ICBA at the end of the year.

Type of Event: Seminars
Solution: IRA/HSA
City: Minneapolis (Bloomington)
State: Minnesota
Cost: The registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.

Advanced IRA Seminar

09 Feb 2012 13:00:00 GMT

Marriott - La Guardia Airport
102-05 Ditmars Blvd
New York (East Elmhurst), NY 11369
718-565-8900
Thursday, February 9, 2012, 7am – 3pm

Type of Event: Seminars
Solution: IRA/HSA
City: New York (East Elmhurst)
State: New York
Cost: The registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.

Advanced IRA Seminar

09 Feb 2012 14:00:00 GMT

Best Western Kelly Inn
100 4Th Ave S
St. Cloud, MN 56301
320-258-8406
Thursday, February 9, 2012, 8am – 4pm

Type of Event: Seminars
Solution: IRA/HSA
City: St. Cloud
State: Minnesota
Cost: The registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.

IRA Principles

09 Feb 2012 14:00:00 GMT

Embassy Suites Hotel--Airport
1815 S Meridian
Oklahoma City, OK 73108
405-682-6000
Thursday, February 9, 2012, 8am – 4pm

Type of Event: Seminars
Solution: IRA/HSA
City: Oklahoma City
State: Oklahoma
Cost: The registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.

IRA Principles

14 Feb 2012 13:00:00 GMT

Holiday Inn Express
100 Civic Center Drive
Charleston, WV 25301
304-345-0600
Tuesday, February 14, 2012, 7am – 3pm

Type of Event: Seminars
Solution: IRA/HSA
City: Charleston
State: West Virginia
Cost: The registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.

An Introduction to Health Savings Accounts

14 Feb 2012 19:00:00 GMT

Live-Webinar
Tuesday, February 14, 2012, 1 – 2pm

This session provides a general overview of Health Savings Account (HSA) rules as they relate to a financial organization and an HSA owner. Attendees will leave this presentation with an understanding of who is eligible to establish and contribute to an HSA, and how distributions may be tax free. Other key topics include an overview of how to move assets between HSAs and from other account types to HSAs, and a summary of the reporting requirements. Join us for this 60-minute session that will help your financial organization’s HSA specialists begin building a foundation of knowledge necessary to efficiently administer these accounts.

Agenda

* Overview
* Establishment
* Regular Contributions
* Distributions
* Rollovers and Transfers

Session Dates
* February 14, 2012
* March 21, 2012

Type of Event: Webinars-Live
Solution: IRA/HSA
State: Web
Cost: $199 per connection per session for an unlimited number of listeners using one phone line and the optional Internet connection at the same office address.

IRA Principles

15 Feb 2012 13:00:00 GMT

Holiday Inn
7007 N High Street
Columbus (Worthington), OH 43085
614-436-0700
Wednesday, February 15, 2012, 7am – 3pm

Type of Event: Seminars
Solution: IRA/HSA
City: Columbus (Worthington)
State: Ohio
Cost: The registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.

Advanced IRA Seminar

16 Feb 2012 13:00:00 GMT

Doubletree
2826 Terminal Drive
Hebron (Cincinnati), KY 41048
859-371-6166
Thursday, February 16, 2012, 7am – 3pm

Type of Event: Seminars
Solution: IRA/HSA
City: Hebron (Cincinnati)
State: Kentucky
Cost: The registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.

Advanced Health Savings Accounts

16 Feb 2012 19:00:00 GMT

Live-Webinar
Thursday, February 16, 2012, 1 – 2pm

This session is most beneficial to individuals who already feel comfortable with the basic Health Savings Account (HSA) rules relating to eligibility, account establishment, and distributions. It delves deeper into the topics covered in the Introduction session that a financial organization or HSA owner may encounter. Some of the topics include a review of recent market trends, contribution limit reductions and testing periods, excess contributions, ineligible employer contributions, and negative balance accounts. Join us for this 60-minute session that will provide more experienced HSA specialists with the knowledge necessary to address complex issues that a financial organization may face.

Agenda

* Market Information
* Regular Contributions
* Distributions
* Rollovers and Transfers
* Other Matters

Advanced IRA Seminar

28 Feb 2012 13:00:00 GMT

Holiday Inn Conference Center
2714 Graves Rd
Tallahassee, FL 32303
850-536-2008
Tuesday, February 28, 2012, 7am – 3pm

Type of Event: Seminars
Solution: IRA/HSA
City: Tallahassee
State: Florida
Cost: The registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.

Advanced IRA Seminar

28 Feb 2012 14:00:00 GMT

Hilton Garden Inn
3330 Harding Blvd
Baton Rouge, LA 70807
225-357-6177
Tuesday, February 28, 2012, 8am – 4pm

Type of Event: Seminars
Solution: IRA/HSA
City: Baton Rouge
State: Louisiana
Cost: The registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.

Advanced IRA Seminar

28 Feb 2012 14:00:00 GMT

Holiday Inn & Conv. Center
1001 Killarney St
Urbana (Champaign), IL 61801
217-328-7900
Tuesday, February 28, 2012, 8am – 4pm

Type of Event: Seminars
Solution: IRA/HSA
City: Urbana (Champaign)
State: Illinois
Cost: The registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.

IRA Principles

29 Feb 2012 13:00:00 GMT

Crowne Plaza
5555 Hazeltine National Dr
Orlando, FL 32812
407-856-0100
Wednesday, February 29, 2012, 7am – 3pm

Type of Event: Seminars
Solution: IRA/HSA
City: Orlando
State: Florida
Cost: The registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.

Advanced IRA Seminar

29 Feb 2012 14:00:00 GMT

Doubletree
15747 John F Kennedy Blvd
Houston, TX 77032
281-848-4000
Wednesday, February 29, 2012, 8am – 4pm

Type of Event: Seminars
Solution: IRA/HSA
City: Houston
State: Texas
Cost: The registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.

IRA Principles

29 Feb 2012 14:00:00 GMT

Courtyard By Marriott
1155 E Diehl Rd
Chicago (Naperville), IL 60563
630-505-0550
Wednesday, February 29, 2012, 8am – 4pm

Type of Event: Seminars
Solution: IRA/HSA
City: Chicago (Naperville)
State: Illinois
Cost: The registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.

Advanced IRA Seminar

01 Mar 2012 14:00:00 GMT

Doubletree
800 National Pky
Chicago (Schaumburg), IL 60173
847-605-9222
Thursday, March 1, 2012, 8am – 4pm

Type of Event: Seminars
Solution: IRA/HSA
City: Chicago (Schaumburg)
State: Illinois
Cost: The registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.

Advanced IRA Seminar

01 Mar 2012 14:00:00 GMT

Marriott Rivercenter
101 Bowie Street
San Antonio, TX 78205-3901
210-223-1000
Thursday, March 1, 2012, 8am – 4pm

Type of Event: Seminars
Solution: IRA/HSA
City: San Antonio
State: Texas
Cost: The registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.

Advanced IRA Seminar

06 Mar 2012 13:00:00 GMT

Hilton Garden Inn
1220 Stadium Dr
Macon, GA 31204
478-741-5527
Tuesday, March 6, 2012, 7am – 3pm

Type of Event: Seminars
Solution: IRA/HSA
City: Macon
State: Georgia
Cost: The registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.

IRA Principles

06 Mar 2012 13:00:00 GMT

Hilton At Conv. Center
1020 S Calhoun Street
Fort Wayne, IN 46802
260-420-1100
Tuesday, March 6, 2012, 7am – 3pm

Type of Event: Seminars
Solution: IRA/HSA
City: Fort Wayne
State: Indiana
Cost: The registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.

Advanced IRA Seminar

06 Mar 2012 14:00:00 GMT

Fairfield Inn
217 Potomac Blvd
Mount Vernon, IL 62864
618-244-2300
Tuesday, March 6, 2012, 8am – 4pm

Type of Event: Seminars
Solution: IRA/HSA
City: Mount Vernon
State: Illinois
Cost: The registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.

IRA Principles

07 Mar 2012 13:00:00 GMT

Courtyard By Marriott
2602 Fortune Circle East
Indianapolis, IN 46241
317-248-0300
Wednesday, March 7, 2012, 7am – 3pm

Type of Event: Seminars
Solution: IRA/HSA
City: Indianapolis
State: Indiana
Cost: The registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.

IRA Principles

07 Mar 2012 13:00:00 GMT

Holiday Inn & Conf Center
1805 W Hill Avenue
Valdosta, GA 31601
229-244-1111
Wednesday, March 7, 2012, 7am – 3pm

Type of Event: Seminars
Solution: IRA/HSA
City: Valdosta
State: Georgia
Cost: The registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.

IRA Principles

07 Mar 2012 14:00:00 GMT

Hilton Garden Inn
3100 S Dirksen Parkway
Springfield, IL 62703
217-529-7171
Wednesday, March 7, 2012, 8am – 4pm

Type of Event: Seminars
Solution: IRA/HSA
City: Springfield
State: Illinois
Cost: The registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.

Advanced IRA Seminar

08 Mar 2012 14:00:00 GMT

Hilton Garden Inn
3100 S Dirksen Parkway
Springfield, IL 62703
217-529-7171
Thursday, March 8, 2012, 8am – 4pm

IRA Principles

08 Mar 2012 14:00:00 GMT

Courtyard By Marriott
3040 Ross Clark Circle
Dothan, AL 36301
334-671-3000
Thursday, March 8, 2012, 8am – 4pm

Type of Event: Seminars
Solution: IRA/HSA
City: Dothan
State: Alabama
Cost: The registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.

IRA Jump Start

08 Mar 2012 19:00:00 GMT

Live-Webinar
Thursday, March 8, 2012, 1 – 2:30pm

This webinar serves as an excellent opportunity to build the foundation of knowledge necessary to understand individual retirement accounts (IRAs). Covering some of the more common terminology associated with IRAs, the documentation necessary to establish an IRA, and the eligibility requirements to make a traditional or Roth IRA regular contribution, attending this webinar will build the confidence necessary to move on to the next training event in our curriculum, the beginner live seminar.

Please join us to:

* To gain an understanding of the basic terminology associated with IRAs

* To get familiar with the establishment process including the necessary documentation

* To understand the regular contribution eligibility criteria

Serves as a primer for the beginner regular tour seminar. Ideal for those individuals who aren't familiar with IRAs.

Type of Event: Webinars-Live
Solution: IRA/HSA
State: Web
Cost: $249 per connection per session for an unlimited number of listeners using one phone line and the optional Internet connection at the same office address.

Advanced IRA Seminar

13 Mar 2012 13:00:00 GMT

Best Western--Ramkota Inn
3200 W Maple Street
Sioux Falls, SD 57107
605-336-0650
Tuesday, March 13, 2012, 8am – 4pm

Type of Event: Seminars
Solution: IRA/HSA
City: Sioux Falls
State: South Dakota
Cost: The registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.

Advanced IRA Seminar

13 Mar 2012 13:00:00 GMT

Grand Lodge by Stoney Creek
805 Creske Avenue
Rothschild, WI 54474
715-241-6300
Tuesday, March 13, 2012, 8am – 4pm

Type of Event: Seminars
Solution: IRA/HSA
City: Rothschild
State: Wisconsin
Cost: The registration fee is $195 for each registrant. The fee includes seminar materials, beverages, and a light lunch. All travel-related expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.

IRA Principles

13 Mar 2012 13:00:00 GMT

Doubletree
2431 N Glenstone Ave
Springfield, MO 65803
417-831-3131
Tuesday, March 13, 2012, 8am – 4pm

Type of Event: Seminars
Solution: IRA/HSA
City: Springfield
State: Missouri
Cost: The registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.

IRA Principles

13 Mar 2012 13:00:00 GMT

Marriott
1600 Airway Blvd
El Paso, TX 79925
915-779-3300
Tuesday, March 13, 2012, 8am – 4pm

Type of Event: Seminars
Solution: IRA/HSA
City: El Paso
State: Texas
Cost: The registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.

Advanced IRA Seminar

14 Mar 2012 13:00:00 GMT

Holiday Inn Madison at the American Center
5109 West Terrace Drive
Madison, WI 53718
608-249-4220
Wednesday, March 14, 2012, 8am – 4pm

Type of Event: Seminars
Solution: IRA/HSA
City: Madison
State: Wisconsin
Cost: The registration fee is $195 for each registrant. The fee includes seminar materials, beverages, and a light lunch. All travel-related expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.

IRA Principles

14 Mar 2012 13:00:00 GMT

Holiday Inn Express
920 S 20Th Street
Norfolk, NE 68701
402-379-1524
Wednesday, March 14, 2012, 8am – 4pm

Type of Event: Seminars
Solution: IRA/HSA
City: Norfolk
State: Nebraska
Cost: The registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.

IRA Principles

14 Mar 2012 13:00:00 GMT

Holiday Inn Airport Conf Center
3201 Bankhead Dr
Little Rock, AR 72206
501-490-2289
Wednesday, March 14, 2012, 8am – 4pm

Type of Event: Seminars
Solution: IRA/HSA
City: Little Rock
State: Arkansas
Cost: The registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.

Advanced IRA Seminar

14 Mar 2012 14:00:00 GMT

Albuquerque Sheraton Airport
2910 Se Yale Blvd
Albuquerque, NM 87106
505-843-7000
Wednesday, March 14, 2012, 9am – 5pm

Type of Event: Seminars
Solution: IRA/HSA
City: Albuquerque
State: New Mexico
Cost: The registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.

Advanced IRA Seminar

15 Mar 2012 13:00:00 GMT

Crowne Plaza Milwaukee Airport
6401 S. 13th Street
Milwaukee, WI 53221
Phone: 414.764.5300
Thursday, March 15, 2012, 8am – 4pm

Type of Event: Seminars
Solution: IRA/HSA
City: Milwaukee
State: Wisconsin
Cost: The registration fee is $195 for each registrant. The fee includes seminar materials, beverages, and a light lunch. All travel-related expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.

IRA Principles

15 Mar 2012 13:00:00 GMT

Holiday Inn
3006 S Caraway Road
Jonesboro, AR 72401
870-935-2030
Thursday, March 15, 2012, 8am – 4pm

Type of Event: Seminars
Solution: IRA/HSA
City: Jonesboro
State: Arkansas
Cost: The registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.

IRA Principles

15 Mar 2012 13:00:00 GMT

Howard Johnson Riverside Inn
3333 Ramada Rd
Grand Island, NE 68801-8898
308-384-5150
Thursday, March 15, 2012, 8am – 4pm

Type of Event: Seminars
Solution: IRA/HSA
City: Grand Island
State: Nebraska
Cost: The registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.

Beneficiary IRA Administration: Forms, Options, and Reporting

15 Mar 2012 16:00:00 GMT

Live-Webinar
Thursday, March 15, 2012, 11am – 12pm

This webinar provides the guidance necessary to work through the many challenges financial organizations face upon the death of an individual retirement account (IRA) owner. It reviews suggested beneficiary documentation, the variables that determine a beneficiary's distribution options, and clarifies what a financial organization's reporting responsibilities consist of. This event is an excellent training opportunity for anyone that needs a refresher on beneficiary rules after attending one of our regular tour IRA seminars.

Please join us to:

* Provide the guidance needed to administer an IRA following the owner's death

* Promote the importance of administering "beneficiary IRAs" consistently

* Stress the importance of providing adequate attention to an IRA upon an IRA owner's death

To reinforce the concepts covered in one of our regular tour seminars. Specifically serves as an excellent primer for anyone planning to attend Advanced regular tour seminar.

Advanced IRA Seminar

16 Mar 2012 13:00:00 GMT

Embassy Suites--Downtown
555 S 10Th Street
Omaha, NE 68102
402-346-9000
Friday, March 16, 2012, 8am – 4pm

Type of Event: Seminars
Solution: IRA/HSA
City: Omaha
State: Nebraska
Cost: The registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.

Advanced IRA Seminar

20 Mar 2012 14:00:00 GMT

Crowne Plaza
27 N 27Th Street
Billings, MT 59101
406-252-7400
Tuesday, March 20, 2012, 9am – 5pm

Type of Event: Seminars
Solution: IRA/HSA
City: Billings
State: Montana
Cost: The registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.

IRA Principles

20 Mar 2012 14:00:00 GMT

Little America Hotel
2800 W Lincolnway
Cheyenne, WY 82001
307-775-8400
Tuesday, March 20, 2012, 9am – 5pm

Type of Event: Seminars
Solution: IRA/HSA
City: Cheyenne
State: Wyoming
Cost: The registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.

IRA Principles

21 Mar 2012 14:00:00 GMT

Holiday Inn--Rushmore Plaza
505 N 5Th Street
Rapid City, SD 57701
605-348-4000
Wednesday, March 21, 2012, 9am – 5pm

Type of Event: Seminars
Solution: IRA/HSA
City: Rapid City
State: South Dakota
Cost: The registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.

IRA Principles

21 Mar 2012 14:00:00 GMT

Marriott
5580 Tech Center Drive
Colorado Springs, CO 80919
719-260-1800
Wednesday, March 21, 2012, 9am – 5pm

Type of Event: Seminars
Solution: IRA/HSA
City: Colorado Springs
State: Colorado
Cost: The registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.

An Introduction to Health Savings Accounts

21 Mar 2012 18:00:00 GMT

Live-Webinar
Wednesday, March 21, 2012, 1 – 2pm

IRA Principles

22 Mar 2012 14:00:00 GMT

Embassy Suites--Airport
4444 N Havana
Denver, CO 80239
303-375-0400
Thursday, March 22, 2012, 9am – 5pm

Type of Event: Seminars
Solution: IRA/HSA
City: Denver
State: Colorado
Cost: The registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a light lunch. All travel-related expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.

Advanced Health Savings Accounts

29 Mar 2012 18:00:00 GMT

Live Webinar
Thursday, March 29, 2012, 1 – 2pm

NABD National Buy Here Pay Here Conference

16 May 2012 05:00:00 GMT

Venetian
Las Vegas, NV
Wednesday, May 16 – Friday, May 18, 2012

Type of Event: Conferences, Tradeshows
Solution: Auto, Indirect Lending
State: Nevada
More info: www.bhphinfo.com

NIADA - National Auto Dealers Assn Annual Convention & Expo

11 Jun 2012 05:00:00 GMT

Caesar's Palace
Las Vegas, NV
Monday, June 11 – Thursday, June 14, 2012

Type of Event: Conferences, Tradeshows
Solution: Auto, Indirect Lending
State: Nevada
More info: www.niada.com…