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The rules and regulations governing IRAs, HSAs, and other tax favored savings accounts are constantly evolving, making it difficult to stay informed. Industry experts will provide you with a comprehensive update on recently proposed legislation and regulatory changes that could impact your organization and clients. Stay ahead of the curve and ensure you're equipped with the latest information to navigate these changes effectively.
Learning Objectives:
Understand recent legislative and regulatory changes affecting IRAs, HSAs, and other tax-advantaged savings accounts.
Learn how these updates may impact your organization’s practices and client strategies.
Gain insights on how to effectively navigate and apply these changes to stay compliant and optimize client outcomes.
Duration: 60 minutes
ICBA Members
Live: $209
On-Demand: $229
Live + On-Demand: $249
Non-Members
Live: $309
On-Demand: $329
Live + On-Demand: $449
Unlimited Webinar Pass subscription: $0
*View CPE Credit Hours in the “Who Should Attend” section.
For more information, call 800-422-7285 or email education@icba.org.
Who should attend: Branch Managers, Assistant Branch Managers, Bankers, Universal Bankers, Operations Personnel, IRA and HSA Specialists
Prerequisites: Basic knowledge of banking.
Advanced Preparation: None
Program Level: Intermediate
Field of Study: Specialized Knowledge
Delivery Method: Group Internet Based.
CPE Credit Hours: 1
For more information, call 800-422-7285 or email education@icba.org.
ICBA Education is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: nasbaregistry.org.
In accordance with the standards of the National Registry of CPE Sponsor, CPE credits have been granted based on a 50-minute hour.
Senior ERISA Analyst
Ascensus
Senior ERISA Analyst
Ascensus
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