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This is part 4 of a 4 part study. Registration is per webinar or recording.
IRA Study Part 1: Products
IRA Study Part 2: Movements
IRA Study Part 3: Distributions & Compliance
Member Fee (Live or Recording) $165 per connection
Non-Member Fee (Live or Recording) $265 per connection
During this webinar we will look at all the complex issues of IRAs. We will cover the complexities of the new inherited IRA under
the SECURE Act. The life cycle of your IRA customer includes the final passage of the funds to the beneficiaries. Learn all the new
IRA rules on inherited IRAs. Receive an in-depth IRA Handbook updated both for the CARES Act and the SECURE Act.
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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