Training

Welcome to the world of IRAs. To be honest, these retirement accounts can be one of the most challenging products offered by the financial institution. There are so many rules to follow, and they constantly change. How can we keep up?

Learn the basics of evaluating tax returns and personal financial statements in this 90-minute webinar.

Stay ahead of 3Q 2025 regulatory changes! Stay confident and stay compliant.

The purpose of this two-hour webinar is to provide participants with a good understanding of the loan documentation process. Participants will be exposed to the five steps in the loan documentation process.

Given the complex and volatile economic and industry environment, the role of the internal auditor is changing and expectations of internal audit by bank examiners, external auditors, management, and stakeholders are increasing. This program will discuss the definition of internal audit and the evolving role of the internal audit function within organizations.

Now here's a job that nobody wants: auditing the IRA files for necessary paperwork and getting rid of the “junk.” But what paperwork and documents are required to be in the file, and which can be thrown away? This two-hour webinar will answer these questions and many more.

IRA Distributions to owners and beneficiaries will make even the most seasoned IRA expert a little insecure. Just when you think you’ve got it, they change it. The last five years have produced the most substantial changes to IRAs in over 20 years. It is imperative that you know the difference between the “old rules” and the “new rules.”

You might be pretty sure you know the difference between an IRA Rollover vs. an IRA Transfer vs. a QP Direct and Indirect Rollover. But the “rollover” and “transfer” words are two of the most misused and abused terms in the IRA world. Not knowing the difference leads to misreporting to the IRS, which can result in unnecessary letters and bills to the customers.