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Course description

 

During this comprehensive program, you will learn all the details of these great retirement products.  Learn the eligibility requirements, the tax benefits and selling features for your customers.  You will also learn the forms you need to set up and be in compliance with each of these products as you begin the comprehensive journey to IRA expert at your financial institution.  This program is a stand-alone program but is also a part of a four part study to learn everything you need to know about IRAs in 2021.

Program Highlights

-Traditional IRA—Eligibility, Tax Benefits, and Compliance

-Roth IRA—Eligibility, Tax Benefits and Compliance

-Simplified Employee Pension Plan (SEP)— Eligibility, Tax Benefits and Compliance

-Savings Incentive Match Plan (SIMPLE)-- Eligibility, Tax Benefits and Compliance

What you will receive:

-IRA Handbook over 600+ pages with up to the minute information and changes

-Quiz

-Certificate of Completion

 

Instructor(s)

Deborah Crawford

Deborah Crawford is the President of gettechnical inc. She specializes in compliance and regulations for the deposit side of financial institutions. Her 27+ year career in banking and training began at Hibernia National Bank. She has been a seminar leader for many state associations and credit union groups across the nation. She has Bachelors and Masters degrees from Louisiana State University.

Course curriculum

  • 1

    Webinar

    • Access Webinar

  • 2

    Materials

    • Slides

    • Materials

    • Questions and Answers

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