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" IRAs don't have to be a mystery.  Learn the basics of traditional and Roth IRAs!  January 2019 "
Program Info
Speaker: Laura Wilson
Program times: 5:30 PM to 8:30 PM
All times are local.
Price: $165.00
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There are no active registration dates remaining for this program, we hope to see you next year!

This three hour evening format allows time to cover the basics of traditional and Roth IRAs without becoming overwhelming. If you have never attended an IRA seminar, this is the place to start. If you have general knowledge of IRAs, but need a shot of confidence before IRA season cranks up, this program is for you. Attendees receive a user-friendly manual for easy, on-the-job reference, and other resources for assisting the bank's IRA customers.

Upon completion of the seminar attendees are able to answer the following questions.

  • What are the differences between Roth and traditional IRAs?
  • What forms and documents are needed to open an IRA?
  • Who can have a traditional or Roth IRA?
  • What are the contribution limits?
  • Who can make “catch-up contributions” and what are the limits?
  • What are the rules for calculating distributions to participants?
  • How are IRA beneficiaries determined?
  • What are the options available for paying out to IRA beneficiaries?

Who should attend?
The seminar is designed as an introduction for employees new to the IRA area and as a refresher for those who only deal with them seasonally.

What to bring?
Attendees are asked to bring copies of their IRA documents for reference and review during the seminar.

Attendee Info

Registration opens 30 minutes prior to the program.

Please bring a jacket or a sweater. Temperature is often difficult to control.

All attendees registered receive an email reminder three days prior to the program. For questions about registration click here or call 1-888-550-4555.

Meals and breaks : Light snack at registration.

Cancellations: Substitutions are always welcome. Paid registrants cancelling up to 7 days prior to the seminar receive full refunds. There are no adjustments for cancellations received after that date, including those that may be related to weather.  

Speaker Bio

Laura Wilson is a principal with Pegasus Educational Services, LLC. She is a gifted trainer who proves learning can be fun. Audiences routinely comment that her recollection of material content and sense of humor are unique among presenters on technical topics.

Her career in training on banking related issues began in 1987. At one time she served as the regulatory compliance trainer for a $3 billion savings bank. Later, she was a senior consultant and full-time trainer for a regional consulting firm for financial institutions.

She has served on the faculty of the OTSí Level I Compliance School and the FDICís Bank Operations and Compliance School for examiners. In addition to presenting seminars for 17 state banking associations, she has been an instructor at compliance schools sponsored by the Iowa, Kentucky, Texas and Pennsylvania bankers associations. She is also a member of the American Society for Training and Development.