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IRA's - Beneficiaries and Distributions - Webinar

IRA's - Beneficiaries and Distributions - Webinar

by Deb Rondeau -
Number of replies: 0

Center for Financial Training
Webinar - Live and Recorded Options Available

IRA’s – Beneficiaries and Distributions

Tuesday, October 1, 2019
11:00 AM - 1:00 PM (Eastern Time)

 

CFT Webinars are purely educational. Instructors are not permitted to sell any products or services during the presentation.

Program Content:

"Stop this merry-go-round!" Here is where the ride starts to get really crazy. "I know the answer! I think I know the answer! I thought I knew the answer!" Whether you are an IRA "rookie" or an IRA "pro", you know you have had this feeling many times! Oh, that helpless confusion when an IRA accountholder asks us anything above the most basic IRA question – especially when someone dies. If you are searching for a Webinar where you will achieve that higher "comfort level" on these complicated topics, this Webinar is "must-attend".

What You Will Learn:

IRA Beneficiaries:

  • Basic difference between primary and contingent beneficiaries
  • Naming an estate or trust as a beneficiary

IRA Distributions:

  • IRS penalty exceptions prior to age 59½ and the proper IRS coding
  • Required Annual Notifications for RMDs and Withholding
  • The NINE red flags of beneficiary payouts – including reporting pitfalls
  • Discussion of beneficiary payout options – including spouse, nonspouse, estate and trust
  • Setting up the Inherited IRA and documentation requirements

You are encouraged to bring a sample of the IRA forms your bank is currently using for your review during the session including: IRA Distribution forms, Annuals Notices and any other forms you may have questions on.

Who Should Attend?:

This is a crucial Webinar for anyone even remotely involved in IRAs including, frontline, back office, call center, investment department, and trust department personnel will benefit greatly from the thorough discussions of the more complicated aspects of the IRA world. The content is at the intermediate to advanced level with a minimum of two years’ experience recommended. It is assumed that participants have a working knowledge of IRAs. Please forward email to appropriate person(s).

Instructor:

Patrice M. Konarik is president of Sunwest Training Corp. founded over 25 years ago and is located in the Texas Hill Country near San Antonio, Texas. With over 35 years in the financial industry, Patrice has focused her expertise on the retirement account area and is currently providing live training and Webinars on IRAs and Health Savings Accounts on a nationwide basis. She has a BS in Management Science from New York’s Binghamton University. Many state banking associations and other organizations use her as their main source for training on these complicated topics.

What Is A Webinar?:

A webinar combines the clarity of an audio teleconference with the interactivity and visual presentation of the internet. All you need to participate is a telephone and an internet connection. Even if you don't have an internet connection, you can still participate in the audio session. Listening to the program over the telephone and following the written materials is an effective alternative!

Unable To Attend?:

No problem. You can purchase a recording of the webinar for future use. You can choose from either an On-Demand Web Link (Good for 6 months from the webinar date, unlimited use) or a CD-ROM (includes a paper copy of the PowerPoint slides).

Viewing Options (all options include applicable handouts):

All options include applicable handouts. You can choose to pay by credit card or be billed. Additional Live Webinar connections are $75 each.

Option 1: Live Webinar and 7 Days OnDemand Video Playback - $265

Option 2: OnDemand Video (six months access) - $295

Option 3: Live and 6 Months of OnDemand Video - $365

Option 4: CD-ROM Video (Includes OnDemand Video) - $345

Option 5: Entire Package (all of the above) - $395

Powered by Total Training Solutions!

 

Recommended for 2.5 CE Credit Hours. Each attendee will receive a Certificate of Attendance for self-reporting of CE Credits.

Quick Links:

Purchase This Webinar
See viewing options below.

Purchase Individual Retirement Accounts (IRA): The Basics Webinar
August 28, 2019

Purchase The IRA Beyond the Basics - Rollovers and Transfers Webinar
September 25, 2019

Purchase The IRA Audit and Compliance Webinar
October 31, 2019

Purchase The 4-Part IRA Webinar Series

Webinar Subscription Packages

See viewing options below.

Core Compliance Suite Webinar Series

 

Additional Educational Opportunities

 


Questions?

Please contact Scott Briggs at
800-795-5242 X1180 or scott@cfteducation.org

 

Looking for more in depth compliance training? Check out the 2019 Federal Compliance School!: Click Here