Calendar of Events

IRAs: Distributions and Beneficiaries

10/30/2018, 10:00 AM to Noon

No location provided

Amy Davis adavis@msbankers.com 601-948-6366

Description:

IRAs: 4 Part Series
REGISTER FOR FOUR PART SERIES

SEE BELOW TO REGISTER FOR INDIVIDUAL DATES

PART I: Thursday, October 18th
PART II: Thursday, October 25th
PART III: Tuesday, October 30th
PART IV: Wednesday, November 14th


Presented by Patrice M. Konarik
Thursday, October 18th, 2018
10:00 am - 12:00 pm CT

This four part series includes the following Webinars. Click each link for a complete description of what will be covered in each session. Each Webinar can also be purchased individually.

IRAs Part I: The Basics Simplified - Thursday, October 18th
The goal of this Part I IRA Basic Webinar is to start at the beginning of "What is an IRA?" Who can have an IRA? How much can they contribute? Includes an overview of the plan IRA types.

 

IRAs Part II: Rollovers vs. Transfer - Thursday, October 25th
Learn the importance of getting the terminology right!

IRAs Part III: Distributions and Beneficiaries – Tuesday, October 30th
If you are searching for a Webinar where you will achieve that higher “comfort level” on these complicated topics, this seminar is “must-attend”.

IRAs Part IV: Auditing and Compliance– Wednesday, November 14th
If you don't want your customers to get unnecessary letters and bills from the IRS for bank-induced filing errors, this Webinar is a true necessity.

REGISTER HERE FOR FOUR-PART SERIES