Gain the knowledge and confidence to navigate IRAs with this comprehensive four-part series covering account fundamentals, rollovers, distribution rules, and audit best practices.
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?
This two-hour webinar examines not only the documentation requirements on business entities available in most states but also provides clarity on how to identify who has the authority to open and transact on behalf of the entity.
[FREE WEBINAR] Insights from the U.S. Federal Reserve Board’s Currency Education Program
Fulfill your bank training needs with webinars
We offer over 450+ live and OnDemand webinars per year for bankers covering topics such as compliance, employee development, coaching, BSA/AML, lending, bank call reporting, TRID, as well as trending hot topics like pandemic preparedness, the Cares Act, regulation updates and much more! Delivered by respected financial services industry experts, our webinars are timely, relevant and always engaging.