Advanced IRA Seminar
,
,
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…
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.
Wednesday, February 8, 2012, 7:00 AM – 3:00 PM.
Radisson--Center Of Nh
700 Elm St
Manchester, NH 03101
603-206-4206.
Advanced IRA Seminar
,
,
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…
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.
Wednesday, February 8, 2012, 8:00 AM – 4:00 PM.
Hilton
7900 S Lewis Ave
Tulsa, OK 74136
918-492-5000.
IRA Principles
,
,
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…
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.
Wednesday, February 8, 2012, 8:00 AM – 4:00 PM.
Best Western Mall Of America
1901 Killebrew Dr
Minneapolis (Bloomington), MN 55425
320-815-6070.
Advanced IRA Seminar
,
,
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…
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.
Thursday, February 9, 2012, 7:00 AM – 3:00 PM.
Marriott - La Guardia Airport
102-05 Ditmars Blvd
New York (East Elmhurst), NY 11369
718-565-8900.
Advanced IRA Seminar
,
,
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…
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.
Thursday, February 9, 2012, 8:00 AM – 4:00 PM.
Best Western Kelly Inn
100 4Th Ave S
St. Cloud, MN 56301
320-258-8406.
IRA Principles
,
,
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…
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.
Thursday, February 9, 2012, 8:00 AM – 4:00 PM.
Embassy Suites Hotel--Airport
1815 S Meridian
Oklahoma City, OK 73108
405-682-6000.
IRA Principles
,
,
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…
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.
Tuesday, February 14, 2012, 7:00 AM – 3:00 PM.
Holiday Inn Express
100 Civic Center Drive
Charleston, WV 25301
304-345-0600.
IRA Principles
,
,
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…
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.
Wednesday, February 15, 2012, 7:00 AM – 3:00 PM.
Holiday Inn
7007 N High Street
Columbus (Worthington), OH 43085
614-436-0700.
Advanced IRA Seminar
,
,
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…
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.
Thursday, February 16, 2012, 7:00 AM – 3:00 PM.
Doubletree
2826 Terminal Drive
Hebron (Cincinnati), KY 41048
859-371-6166.
Advanced IRA Seminar
,
,
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…
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.
Tuesday, February 28, 2012, 7:00 AM – 3:00 PM.
Holiday Inn Conference Center
2714 Graves Rd
Tallahassee, FL 32303
850-536-2008.
Advanced IRA Seminar
,
,
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…
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.
Tuesday, February 28, 2012, 8:00 AM – 4:00 PM.
Holiday Inn & Conv. Center
1001 Killarney St
Urbana (Champaign), IL 61801
217-328-7900.
Advanced IRA Seminar
,
,
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…
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.
Tuesday, February 28, 2012, 8:00 AM – 4:00 PM.
Hilton Garden Inn
3330 Harding Blvd
Baton Rouge, LA 70807
225-357-6177.
IRA Principles
,
,
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…
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.
Wednesday, February 29, 2012, 7:00 AM – 3:00 PM.
Crowne Plaza
5555 Hazeltine National Dr
Orlando, FL 32812
407-856-0100.
Advanced IRA Seminar
,
,
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…
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.
Wednesday, February 29, 2012, 8:00 AM – 4:00 PM.
Doubletree
15747 John F Kennedy Blvd
Houston, TX 77032
281-848-4000.
IRA Principles
,
,
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…
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.
Wednesday, February 29, 2012, 8:00 AM – 4:00 PM.
Courtyard By Marriott
1155 E Diehl Rd
Chicago (Naperville), IL 60563
630-505-0550.
Advanced IRA Seminar
,
,
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…
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.
Thursday, March 1, 2012, 8:00 AM – 4:00 PM.
Doubletree
800 National Pky
Chicago (Schaumburg), IL 60173
847-605-9222.
Advanced IRA Seminar
,
,
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…
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.
Thursday, March 1, 2012, 8:00 AM – 4:00 PM.
Marriott Rivercenter
101 Bowie Street
San Antonio, TX 78205-3901
210-223-1000.
Advanced IRA Seminar
,
,
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…
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.
Tuesday, March 6, 2012, 7:00 AM – 3:00 PM.
Hilton Garden Inn
1220 Stadium Dr
Macon, GA 31204
478-741-5527.
IRA Principles
,
,
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…
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.
Tuesday, March 6, 2012, 7:00 AM – 3:00 PM.
Hilton At Conv. Center
1020 S Calhoun Street
Fort Wayne, IN 46802
260-420-1100.
Advanced IRA Seminar
,
,
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…
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.
Tuesday, March 6, 2012, 8:00 AM – 4:00 PM.
Fairfield Inn
217 Potomac Blvd
Mount Vernon, IL 62864
618-244-2300.
IRA Principles
,
,
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…
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.
Wednesday, March 7, 2012, 7:00 AM – 3:00 PM.
Courtyard By Marriott
2602 Fortune Circle East
Indianapolis, IN 46241
317-248-0300.
IRA Principles
,
,
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…
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.
Wednesday, March 7, 2012, 7:00 AM – 3:00 PM.
Holiday Inn & Conf Center
1805 W Hill Avenue
Valdosta, GA 31601
229-244-1111.
IRA Principles
,
,
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…
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.
Wednesday, March 7, 2012, 8:00 AM – 4:00 PM.
Hilton Garden Inn
3100 S Dirksen Parkway
Springfield, IL 62703
217-529-7171.
Advanced IRA Seminar
,
,
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…
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.
Thursday, March 8, 2012, 8:00 AM – 4:00 PM.
Hilton Garden Inn
3100 S Dirksen Parkway
Springfield, IL 62703
217-529-7171.
IRA Principles
,
,
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…
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.
Thursday, March 8, 2012, 8:00 AM – 4:00 PM.
Courtyard By Marriott
3040 Ross Clark Circle
Dothan, AL 36301
334-671-3000.
Advanced IRA Seminar
,
,
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…
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.
Tuesday, March 13, 2012, 8:00 AM – 4:00 PM.
Grand Lodge by Stoney Creek
805 Creske Avenue
Rothschild, WI 54474
715-241-6300.
Advanced IRA Seminar
,
,
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…
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.
Tuesday, March 13, 2012, 8:00 AM – 4:00 PM.
Best Western--Ramkota Inn
3200 W Maple Street
Sioux Falls, SD 57107
605-336-0650.
IRA Principles
,
,
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…
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.
Tuesday, March 13, 2012, 8:00 AM – 4:00 PM.
Doubletree
2431 N Glenstone Ave
Springfield, MO 65803
417-831-3131.
IRA Principles
,
,
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…
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.
Tuesday, March 13, 2012, 8:00 AM – 4:00 PM.
Marriott
1600 Airway Blvd
El Paso, TX 79925
915-779-3300.
Advanced IRA Seminar
,
,
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…
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.
Wednesday, March 14, 2012, 8:00 AM – 4:00 PM.
Holiday Inn Madison at the American Center
5109 West Terrace Drive
Madison, WI 53718
608-249-4220.
IRA Principles
,
,
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…
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.
Wednesday, March 14, 2012, 8:00 AM – 4:00 PM.
Holiday Inn Airport Conf Center
3201 Bankhead Dr
Little Rock, AR 72206
501-490-2289.
IRA Principles
,
,
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…
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.
Wednesday, March 14, 2012, 8:00 AM – 4:00 PM.
Holiday Inn Express
920 S 20Th Street
Norfolk, NE 68701
402-379-1524.
Advanced IRA Seminar
,
,
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…
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.
Wednesday, March 14, 2012, 9:00 AM – 5:00 PM.
Albuquerque Sheraton Airport
2910 Se Yale Blvd
Albuquerque, NM 87106
505-843-7000.
Advanced IRA Seminar
,
,
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…
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.
Thursday, March 15, 2012, 8:00 AM – 4:00 PM.
Crowne Plaza Milwaukee Airport
6401 S. 13th Street
Milwaukee, WI 53221
Phone: 414.764.5300.
IRA Principles
,
,
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…
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.
Thursday, March 15, 2012, 8:00 AM – 4:00 PM.
Holiday Inn
3006 S Caraway Road
Jonesboro, AR 72401
870-935-2030.
IRA Principles
,
,
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…
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.
Thursday, March 15, 2012, 8:00 AM – 4:00 PM.
Howard Johnson Riverside Inn
3333 Ramada Rd
Grand Island, NE 68801-8898
308-384-5150.
Advanced IRA Seminar
,
,
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…
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.
Friday, March 16, 2012, 8:00 AM – 4:00 PM.
Embassy Suites--Downtown
555 S 10Th Street
Omaha, NE 68102
402-346-9000.
Advanced IRA Seminar
,
,
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…
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.
Tuesday, March 20, 2012, 9:00 AM – 5:00 PM.
Crowne Plaza
27 N 27Th Street
Billings, MT 59101
406-252-7400.
IRA Principles
,
,
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…
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.
Tuesday, March 20, 2012, 9:00 AM – 5:00 PM.
Little America Hotel
2800 W Lincolnway
Cheyenne, WY 82001
307-775-8400.
IRA Principles
,
,
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…
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.
Wednesday, March 21, 2012, 9:00 AM – 5:00 PM.
Holiday Inn--Rushmore Plaza
505 N 5Th Street
Rapid City, SD 57701
605-348-4000.
IRA Principles
,
,
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…
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.
Wednesday, March 21, 2012, 9:00 AM – 5:00 PM.
Marriott
5580 Tech Center Drive
Colorado Springs, CO 80919
719-260-1800.
IRA Principles
,
,
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…
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.
Thursday, March 22, 2012, 9:00 AM – 5:00 PM.
Embassy Suites--Airport
4444 N Havana
Denver, CO 80239
303-375-0400.