Subscribe to Free Daily Newsletters
Post a Job

Featured Jobs

DB/CB Plan Administrator

Ingham Retirement Group
(Miami FL / Telecommute)
DC Plan Administrator
Heritage Administrative Services, LLC
(Woodbury NY)
Defined Contribution Plan Administrator

The MandMarblestone Group, llc
(Philadelphia PA / Telecommute)
DC Plan Administrator

The Benefit Advantage
(Auburn Hills MI / Telecommute)
Retirement Plan Administrator

Group RHI
(Telecommute)
Defined Contribution Plan Specialist

Aprio
(Alpharetta GA / AL / NC / Telecommute)

Free Daily News and Jobs

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Get the BenefitsLink app LinkedIn
Twitter
Facebook
Webcasts  >  Upcoming, by Date   |   Recorded
Conferences  >  Upcoming, by Date   |   Upcoming, by State
Combined  >  Upcoming, by Date   |   Recorded or Upcoming, by Sponsor

View More Ascensus Webcasts and Conferences

IRA Seminar

Ascensus

Mar. 2, 2020 - Mar. 3, 2020
Texas

IRA Seminar in Lubbock, TX

IRA Essentials
IRA Essentials gives attendees a solid foundation of IRA knowledge. Exercises are included throughout the day to help participants apply information to job-related situations. Attendees will leave this session able to work with IRA owners and process basic IRA transactions with confidence. This is a beginner’s session; no previous IRA knowledge is assumed. Attendees should bring a hand-held calculator.

Course topics may include:

  • Introduction and Establishing IRAs
  • IRA Funding
  • IRA Distributions
  • IRA Portability

Advanced IRAs
Advanced IRAs builds on the attendees’ basic IRA knowledge to address some of the more complex IRA issues that their financial organizations may handle. This is an advanced session; previous IRA knowledge is assumed. The instructor uses real-world exercises to help participants apply information to job-related situations.

Course topics may include:

  • IRA Update
  • Required Minimum Distributions
  • Beneficiary Options
  • Advanced Portability
  • Roth IRA Conversion Contributions
  • IRA Legal Issues

Location:
Staybridge Suites Lubbock South
4801 South Loop 289
Lubbock, TX

Continue by clicking on the following link:
https://www2.ascensus.com/academy/ira-seminar-lubbock-tx-2/

© 2019 BenefitsLink.com, Inc.