IRA Issues: Top 10 Wrap-up (2023 Edition)

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IRA Issues: Top 10 Wrap-up (2023 Edition)

Jul 18, 2023 | 11:00 am ET • 10:00 am CT | Webinar

What are the most asked questions when it comes to IRA issues? Our experts outline the top 10 most popular IRA topics they receive via Ascensus’ consulting lines. Find out what makes this year’s Top 10 list!

Learning Objectives

  • Learn the answers to the top 10 questions received on the IRA consulting lines.

  • Understand what your financial institution can do to solve those challenging IRA questions.

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Pricing

ICBA Members: $199

Nonmembers: $299

Unlimited Webinar Pass subscription: $0


Attendance/Cancellation Policy:

  • Registration fee is valid only for the individual registered. Each attendee must register.
  • Full payment is required prior to real-time event attendance. Digital products will be made available when full payment is received.
  • Digital product purchases cannot be cancelled once the order has been processed and the product is available to use.
  • Refunds will not be granted unless there is a technical issue that cannot be resolved that prevents the purchaser from accessing and/or using the product. Refund requests for technical issues must be received within 15 days of the date of purchase.

For more information, call 800-422-7285.

Who should attend: Branch Managers, Assistant Branch Managers, Bankers, Universal Bankers, Operations Personnel, IRA Specialists

Prerequisites: None

Advanced Preparation: None

Program Level: Intermediate

Field of Study: Specialized Knowledge

Delivery Method: Group Internet Based

CPE Credit Hours: 1

Alexis Gonzalez del Valle

Alexis Gonzalez del Valle

Senior ERISA Analyst

Ascensus

Code of Conduct

Registration, attendance, or participation at this event constitutes an agreement to adhere to the ICBA code of conduct and complaint policy. ICBA aims to be welcoming, safe, and inclusive to all participants, with the most varied and diverse backgrounds possible.

As such, The Independent Community Bankers of America (“ICBA” or the “Association”) has adopted a zero-tolerance policy toward all forms of unlawful discrimination and harassment.

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