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This is part 2 of a 4 part study. Registration is per webinar or recording.
IRA Study Part 1:Products
IRA Study Part 3: Distributions & Compliance
IRA Study Part 4: Inherited & Death Distributions
Member Fee (Live or Recording): $165 per connection
Non-Member Fee (Live or Recording): $265 per connection
This IRA webinar is designed for those who work with customers to move IRA funds. It is designed for new account specialists and
IRA administrators to help your financial institution “get it right” when a customer is moving money to your institution. This detailed
webinar will take each type of movement and walk you right through how it should be done.
This webinar series will benefit all IRA administrators, personal bankers, trust officers, customer service representatives and those selling or discussing these products with their customers.
Deborah Crawford is the President of gettechnical, inc. a Baton Rouge-based firm, specializing in the education of banks and credit unions across the nation. Her 27+ years of banking and teaching experience began at Hibernia National Bank in New Orleans. She graduated from Louisiana State University with both her bachelor's and master’s degrees. Deborah's specialty is in the deposit side of the financial institution where she teaches seminars on regulations, documentation, insurance and Individual Retirement Accounts.
If none of the above apply click here to create an account.
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