Individual Retirement Accounts Basics for Bankers

Duration: 90 minutes

Speaker: Christy Crawford

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Webinar Description

It’s getting down to the wire on that dreaded tax deadline. What do I do when someone walks into my bank at 5 PM on April 15th to make a contribution to his/her IRA? What if they don’t have an IRA account and I need to open one for them? These and other questions will be answered in this informative and timely webinar. If you have just started with IRAs or want a good review of IRA fundamentals, this is the program for you.  This program will prepare you to open, move and close IRA accounts and get all the paperwork right in the process.  If you have been afraid of IRAs or just don’t have enough basic knowledge, this webinar will get you excited and motivated to become the IRA expert at your financial organization.  This program is designed for those with 1-3 years of IRA experience.


Agenda

 

CONTINUING EDUCATION

Continuing HRCI Credit Information

This program has been pre-approved for 1.5 hours of General recertification credit hours through the HR Certification Institute. Use of the seal is not an endorsement by the HR Certification Institute of the quality of the program. It means that this program has met the HR Certification Institute's criteria to be pre-approved for recertification credit.

 

Continuing Legal Education Credit Information

This webinar has been approved in the following states for continuing legal education credit by  The Marino Legal Academy:

California: 1.5 credit hours

The Marino Institute for Continuing Legal Education is a State Bar of California approved MCLE sponsor and this course qualifies for 1.5 credit hours of participatory CLE credit.

New Jersey: 1.5 credit hours

This webinar has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 1.5 CLE credit hours.

New York: 1.5 areas of professional practice credit hours

This course has been approved in accordance with the requirements of the New York Continuing Legal Education Board for veteran attorneys for 1.5 credit hours, of which 1.50 credit hours may be applied toward the Areas of Professional Practice.

Pennsylvania: 1.5 credit hours

This Distance Learning program has been approved by the Pennsylvania Continuing Legal Education Board for 1.5 hours of substantive law, practice and procedure CLE credit.

 

To receive CLE credit for this webinar in those states, please request such credit by writing toinfo@parkavenuepresentations.com.  Your request will be forwarded to The Marino Legal Academy for processing.

 

CLE credit for this webinar may also be awarded in a number of other jurisdictions. For more information, please contact a Marino Legal Academy legal education consultant at (212) 249-3779,x104.

 

Logistics

This event will be presented live with a PowerPoint presentation to be viewed on your computer. You may listen to the audio of the webinar by telephone or through your computer. The PowerPoint slides will be provided shortly before the event. Once you register, you will receive an email which is your receipt and which includes your instructions for dialing in and logging on. You will also receive an email reminder 24 hours before the webinar.