Iowa Bankers Insurance & Services, Inc. Iowa Bankers Mortgage Corporation
Iowa Bankers Association
8800 NW 62nd Avenue
Johnston, IA 50131
Toll-Free: 800-532-1423
Local: 515-286-4300
Fax: 515-280-4140

Event Detail

Event Description

This four part series includes the following webinars. Click each link for a complete description of what will be covered in each session. Each Webinar can also be purchased individually.

Covered Topics

IRAs Part 1 - Start with the Basics - Thursday, September 10th
Let's introduce you to the basic IRA terminology, forms and plan types. We'll give you a jump-start to build the IRA foundation.

IRAs Part 2 - QP and IRA Rollovers vs. Transfers - Thursday, September 17th
If there is any confusion in the IRA world, it is the use of the words "rollover" vs. transfer when moving a Qualified Plan to an IRA and/or an IRA to an IRA. There are 3 main questions that need to be asked when receiving money that has previously been part of a QP or an IRA.

IRAs Part 3 - Distributions and Beneficiary Payouts – Thursday, October 22nd
On January 1, 2020, the SECURE Act became effective with some of the most sweeping distribution changes we've had to IRAs since 2002. In addition, the life expectancy tables are being updated for 2021 distributions. Lots to catch up on!

IRAs Part 4 - How to Audit Your IRA Files – Friday, October 30th
Now that you've been dropped into the IRA department without training, how do you know what to keep and what to toss as far as IRA documents go? Add on to that, your bank just purchased another institution and you have to go through all their IRA files, too!!

Who Should Attend?

Anyone who works with IRAs in any capacity will benefit from this webinar series.

Instructions

Live Plus Five - $995
Register for the live event and get five days access to the OnDemand Playback. You'll have opportunity to ask questions during the presentation and be free to review the content for the next five business days. Registration also includes links to presenter materials, handouts, and pdfs.

OnDemand Recording Only - $1065
Includes a weblink for unlimited viewing for 6-months after the date of the webinar as well as a link to handouts. Does not include live session.

CD-ROM and Hardcopy Handouts - $1255

CD-ROM plus Hardcopy Handouts. Does not include live session.

Live Plus Six - $1315
Attend live; includes six months access to OnDemand playback. Combine the advantages of live attendance with an unlimited number of replays for the next six months.

Premier Package - $1425
Includes all three options above. Live session, OnDemand Weblink, and CD-ROM plus Hardcopy Handouts.

Additional Locations
Want your branches to participate? Facilities within your organization will be able to participate without the travel costs of coming to one location.

Webinar (09/10/20 10:00AM - 12:00PM)
Webinar (09/17/20 10:00AM - 12:00PM)
Webinar (10/22/20 10:00AM - 12:00PM)
Webinar (10/30/20 10:00AM - 12:00PM)


Online Registration

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Iowa Bankers Insurance & Services (IBIS) offers Iowa banks a full line of insurance products.

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Iowa Bankers Mortgage Corp. (IBMC) offers the products & experience Iowa banks need in the secondary mortgage market.

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