|
||
|
||
| Registration for this event is open from: | Sep 23, 2021 12:00 - May 30, 2022 12:00 | |
| Where: | Live Webinar, On-Demand Webinar, Both, North Dakota (). | |
| Date: | Nov 30, 2021 - Nov 30, 2021 | |
| Time: | 10:00 - 11:30 | |
| Event description: | ||
IRA Overview:Traditional, Roth & SEP Plans(90-minute webinar – available live or on-demand) Tuesday, November 30, 2021 This is a morning webinar 8:00 AM Pacific 9:00 AM Mountain 10:00 AM Central 11:00 AM Eastern Plan to attend this lively program to learn about the rules governing traditional IRA, Roth IRA, and SEP plans. If you are new to the world of IRA plans or are looking for a general update/refresher on IRA or SEP plan rules, this well-timed webinar is the ticket to implementing best practices. AFTER THIS WEBINAR YOU’LL BE ABLE TO:
WEBINAR DETAILS Whether you are relatively new to the IRA world or looking for an informative refresher on traditional and Roth IRA rules, this session is for you. From plan eligibility and contribution rules to portability and plan distribution rules, we will explore the fundamental concepts that will have the greatest impact on your IRA program. We will also explore the fundamental concepts of SEP plans (Simplified Employee Pension plans) and explain how easily SEP contributions may be made directly into existing traditional IRA accounts. WHO SHOULD ATTEND? This session will provide valuable information for staff who deal face-to-face with IRA owners or small business owners. The webinar will also benefit those with IRA operational, supervisory, or managerial responsibilities, as well as licensed insurance and registered representatives. TAKE-AWAY TOOLKIT
DON’T MISS THESE RELATED WEBINARS! IRA & HSA Update: Key Considerations for 2021 on Thursday, January 14, 2021 IRA Beneficiary Designations, Death Distributions & Required Minimum Distributions on Tuesday, July 27, 2021 Top 10 IRA Rollover Mistakes on Wednesday, October 20, 2021
Frank LaLoggia is the President of LaLoggia Consulting, Inc., Rochester, New York, a pension consulting firm that assists financial organizations with ongoing support in the creation, development, and marketing of their retirement plans offerings. Frank coordinates and conducts retirement plan seminars and training programs throughout the United States, including in-house IRA, HSA, and employer retirement plan training sessions. With over 39 years’ experience in employee benefits, he has assisted many leading financial organizations in the pension and financial services industries. Frank has achieved the designation of Deferred Compensation Specialist through Northeastern University’s Center for Continuing Education and The National Retirement Plans Training Conference. THREE REGISTRATION OPTIONS – WHAT YOU GET 1. Live Webinar Includes
2. On-Demand Webinar Includes
3. Purchase the BOTH Option to receive all the benefits listed above! Full registration descriptions can be found here. Note: All materials are subject to copyright. Transmission, retransmission, or republishing this webinar to other institutions or those not employed by your financial institution is prohibited. Print materials may be copied for eligible participants only. AFFORDABLE, PROFESSIONAL TRAINING, WHEN AND WHERE YOU CHOOSE
|
||
MEET THE PRESENTER - Frank J. LaLoggia, LaLoggia Consulting, Inc.