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[Free Webinar] Breaking: Recent Bank Failures...

OnDemand
  • Recorded Fri, March 17, 2023
  • Presented by Carl Pry
Carl Pry
$0.00

In this short webinar, we’ll address the problems faced by Silicon Valley Bank and other recently failed banks, and anticipate questions your customers may be asking you. We’ll sort our way through what has happened and ensure you’re prepared with the right information to understand the present situation, as well as address concerns throughout the industry.

[Free Webinar] 5 Common Mistakes in Onboardin...

OnDemand
  • Recorded Fri, November 17, 2023
  • Presented by Bobbi McVey-Blath
Bobbi McVey-Blath
$0.00

In this webinar, we’ll discuss how onboarding is different from orientation, and help you build or revitalize onboarding in order to set your new employees up for success.

IRA Annual Update 2025

OnDemand
  • Recorded Wed, January 22, 2025
  • Presented by Patrice Konarik
Patrice Konarik
$299.00

Another crazy year brings many changes to the IRA Universe. After waiting 2 1/2 long years, the Proposed Regulations that were released in February 2022 were finalized in July 2024. These new rules and clarifications bring many changes to beneficiary payouts beginning in 2025 that you must know about.


[Free Webinar] How to Build a Robust Security...

OnDemand
  • Recorded Thu, October 05, 2023
  • Presented by John Trest
John Trest
$0.00

In this course, we’ll discuss the key elements in building a comprehensive and effective security awareness program, and help you start to understand what it means to build a security-first culture.

IRA Beneficiary Payout Options: The New Rules...

OnDemand
  • Recorded Thu, March 13, 2025
  • Presented by Patrice Konarik
Patrice Konarik
$299.00

The Proposed Regulations released in February 2022 tried to clarify the original intention of the SECURE Act of 2020. After waiting in limbo for over two years, in July 2024 the IRS released the final regulations that take effect beginning in 2025. This webinar will cover the regulations and what you need to know.

Unclaimed Property Compliance for Financial I...

OnDemand
  • Recorded Fri, September 06, 2024
  • Presented by Zach Robbins, Grant Faustino, Spencer Bray
Zach Robbins
Grant Faustino
Spencer Bray
$299.00

This webinar will focus on the complex state unclaimed property reporting requirements and the unique challenges facing financial institutions.


Health Savings Accounts: Financial Institutio...

OnDemand
  • Recorded Wed, February 12, 2025
  • Presented by Patrice Konarik
Patrice Konarik
$299.00

Health Savings Accounts have been in existence for over 20 years now. In order to keep insurance premiums lower, many people are choosing to have a High Deductible Health Plan to minimize costs. One of the benefits to the HDHP is that if it meets the qualifications, HSA owners can deduct their HSA contributions off their taxes and earn tax-free interest when the funds are used for qualified medical expenses.

IRA Reporting to the IRS: Getting it Right!

OnDemand
  • Recorded Wed, February 05, 2025
  • Presented by Patrice Konarik
Patrice Konarik
$299.00

When providing IRA training and answering IRA questions, I probably say hundreds of times a year, “IT’S ALL ABOUT THE REPORTING!” It cannot be stressed enough how you must “check the correct box,” “use the correct transaction code description,” and most importantly, “match what the customer is reporting on their tax return” in order to avoid them receiving unnecessary letters and bills from the IRS.

IRA Beneficiary Payouts Workshop

OnDemand
  • Recorded Thu, June 12, 2025
  • Presented by Patrice Konarik
Patrice Konarik
$450.00

Back again by popular demand! Beneficiary options have had significant changes in the last four years – more so than they’ve had in over 20 years. There are many questions that must be asked and answered before you can explain the options available. In this interactive workshop, you will learn the most important questions to be asked to solve the more complicated scenarios.

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