Wolters Kluwer Financial Services Events

Advanced IRA Seminar

2012-02-07T13:00:00Z

Courtyard By Marriott
725 Eisenhower Blvd
Harrisburg, PA 17111
717-558-8544
Tuesday, February 7, 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: Harrisburg
State: Pennsylvania
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

2012-02-07T13:00:00Z

Wyndham--Airport
4700 S Laburnum Avenue
Richmond, VA 23231
804-226-4300
Tuesday, February 7, 2012, 7am – 3pm

Type of Event: Seminars
Solution: IRA/HSA
City: Richmond
State: 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.

IRA Principles

2012-02-07T14:00:00Z

Courtyard By Marriott
600 E Van Asche Drive
Fayetteville, AR 72703
479-571-4900
Tuesday, February 7, 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: Fayetteville
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

2012-02-08T13:00:00Z

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

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

2012-02-08T14:00:00Z

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

2012-02-08T14:00:00Z

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

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

2012-02-09T13:00:00Z

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

2012-02-09T14:00:00Z

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

2012-02-09T14:00:00Z

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

2012-02-14T13:00:00Z

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

2012-02-14T19:00:00Z

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

2012-02-15T13:00:00Z

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

2012-02-16T13:00:00Z

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

2012-02-16T19:00:00Z

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

2012-02-28T13:00:00Z

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

2012-02-28T14:00:00Z

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

2012-02-28T14:00:00Z

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

2012-02-29T13:00:00Z

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

2012-02-29T14:00:00Z

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

2012-02-29T14:00:00Z

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

2012-03-01T14:00:00Z

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

2012-03-01T14:00:00Z

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

2012-03-06T13:00:00Z

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

2012-03-06T13:00:00Z

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

2012-03-06T14:00:00Z

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

2012-03-07T13:00:00Z

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

2012-03-07T13:00:00Z

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

2012-03-07T14:00:00Z

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

2012-03-08T14:00:00Z

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

IRA Principles

2012-03-08T14:00:00Z

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

2012-03-08T19:00:00Z

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.