Event Calendar

Start Date: 2/26/2025 9:00 AM EST
End Date: 2/27/2025 5:00 PM EST

Venue Name: Stonewall Resort

Location:

Organization Name: WVBankers

Contact:

Price:
Day 1 Only: $325/member  $625/non-member
Day 2 Only: $325/member  $625/non-member
Both Days: $625/member  $925/non-member
10% discount on 3+ registrations

REGISTER EARLY AS THIS CLASS SOLD OUT LAST YEAR.

Basic IRA Issues and Advanced IRA Issues

Whether you are looking to gain basic knowledge of IRAs, raise your comfort level, or sharpen your skills with the most up-to-date rules and regulations, this two-day format will cover it all. The newly revised full 280-page IRA Manual will be provided to you whether you attend Basic IRA Issues, Advanced IRA Issues, or both.

Day One – Basic IRA Issues: You may be thinking, “since so much has changed I probably don’t need to know the old rules.” Unfortunately, you will need to know both the old and the new rules because most of the IRA rules prior to 1/1/2020 are “grandfathered.” But don’t worry, you will have the totally updated IRA “Red” Book Training manual with lots of “cheat sheets” to show you the “before” and “after.” During day one, we’ll provide you with a solid grounding of all the applicable rules, both old and new.
 
Day Two – Advanced IRA Issues: During day two, we’ll get into the nitty gritty of the new distribution regulations, exploring—in depth—how these new rules impact both IRA owners and IRA beneficiaries. After thoroughly dissecting the new rules and their impact on IRA owners and beneficiaries, we’ll discuss concrete steps your financial organization can take to help ensure ongoing compliance while also providing top-notch customer service.
 
This intensive 2-day format will help you pull it all together by helping you learn the following:

1. Important IRA terminology,
2. The documents required to establish IRAs,
3. The fundamentals of IRA transactions and the processes for conducting and reporting (if applicable) those transactions,
4. The similarities and differences between the various IRA plan types: Traditional, Roth, SIMPLE and SEP; and on day two
5. The step-by-steps of rollovers and transfers; IRA distributions to IRA owners and beneficiaries, and IRS reporting, including the many nuances to these rules created by the SECURE Act of 2019 and the CARES Act of 2020.

Loni is the director of education at Convergent and has been with the company since 2004. An industry leader in IRA, HSA and retirement plan education, Loni plans, budgets for and builds training and education products and solutions for financial organizations nationwide. Loni also teaches courses in all delivery formats. She has mastered various learning management solutions as well as various online courseware development tools. An avid student of learning styles and adult learning principles, Loni incorporates her skills thoughtfully into Convergent’s training and education products and services. Loni attended North Dakota State University in Fargo, ND, and came to Convergent after her tenure at Universal Pensions, Inc. (UPI), a nationally recognized retirement consulting and training firm in central MN. During her tenure at UPI, Loni helped design the industry’s first IRA-specific designation program (the American Bankers Association's Certified IRA Services Professional (CISP) program) and NAFCU’s Certified IRA Professional program.

Timing of your registration is critical. Seminars may be canceled if there are not sufficient registrations or may fill up; therefore, it is recommended that you register at least 10 days in advance.

Cancelation Policies:

• Full refund if canceled 14 days or more ahead of seminar.
• $75 cancelation fee if canceled within 6-13 days ahead of seminar.
• No refund if canceled on or after 7 days ahead of seminar or for no-shows.
• Substitutions are welcome.