2022 IRA & HSA Update:
Staying Compliant
(90-minute webinar – available live or on-demand)
Tuesday, January 18, 2022
This is a morning webinar
8:00 AM Pacific 9:00 AM Mountain
10:00 AM Central 11:00 AM Eastern
From recent legislation to trends to contribution limits, this important IRA and HSA update will provide all the vital information you need in a tidy package. This dynamic webinar will also address pending legislation and the potential impact of changes on the horizon.
AFTER THIS WEBINAR YOU’LL BE ABLE TO:
- Appreciate the far-reaching effects of recently enacted legislation and pending tax bills; proposed tax bills include:
- Retirement reform (“SECURE 2.0”)
- Build Back Better reconciliation
- Infrastructure 1.0
- Examine current HSA issues, trends, and contribution limits
- Discuss traditional and Roth IRA contribution limits
- Understand the latest IRA issues and trends
WEBINAR DETAILS
The winds of change are once again in the air. Comprehensive retirement plan legislation is pending. As we start a new year, it is important to be aware of and understand how recent regulatory changes and proposed legislation will impact your IRA and HSA programs. Join us for a lively discussion about the many implications of what is new and important in 2022 and beyond.
WHO SHOULD ATTEND?
This very timely webinar will provide individuals who have direct IRA owner contact, operational, compliance, or decision-making authority with the information needed to make informed decisions about IRA and HSA plans and programs. It will also benefit individuals who hold insurance or securities licenses.
TAKE-AWAY TOOLKIT
- Employee training log
- Interactive quiz
DON’T MISS THESE RELATED WEBINARS!
IRA & HSA: 2022's Hottest Issues & Answers
on Tuesday, April 19, 2022
Advanced Beneficiary & RMD Considerations
on Tuesday, July 19, 2022
 MEET THE PRESENTER - Frank J. LaLoggia, LaLoggia Consulting, Inc.
Frank LaLoggia is the President of LaLoggia Consulting, Inc., 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 pension seminars and training programs throughout the United States, including in-house IRA, HSA, and employer retirement plan training. With over 40 years of experience, he has assisted many leading financial organizations in the pension and financial services industries.
THREE REGISTRATION OPTIONS – WHAT YOU GET
1. Live Webinar Includes
- Unlimited connections within your institution to the Live Webinar
- Handout and Take-Away Toolkit
- Available on desktop, mobile & tablet
- Presenter’s contact info for follow-up
2. On-Demand Webinar Includes
- Recording of the Live Webinar
- Available two business days following Live date
- Handout and Take-Away Toolkit
- Available on desktop, mobile & tablet
- Free Digital Download, yours to keep
- Share link with anyone at your institution
- Presenter’s contact info for follow-up
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
|
