In this webinar, we’ll discuss how onboarding is different from orientation, and help you build or revitalize onboarding in order to set your new employees up for success.
Webinars
IRAs
In this course, we’ll discuss the key elements in building a comprehensive and effective security awareness program, and help you start to understand what it means to build a security-first culture.
Another crazy year brings many changes to the IRA Universe. After waiting 2 1/2 long years, the Proposed Regulations that were released in February 2022 were finalized in July 2024. These new rules and clarifications bring many changes to beneficiary payouts beginning in 2025 that you must know about.
The Proposed Regulations released in February 2022 tried to clarify the original intention of the SECURE Act of 2020. After waiting in limbo for over two years, in July 2024 the IRS released the final regulations that take effect beginning in 2025. This webinar will cover the regulations and what you need to know.
This webinar will focus on the complex state unclaimed property reporting requirements and the unique challenges facing financial institutions.
This webinar will focus on the complex state unclaimed property reporting requirements and the unique challenges facing financial institutions.
Health Savings Accounts have been in existence for over 20 years now. In order to keep insurance premiums lower, many people are choosing to have a High Deductible Health Plan to minimize costs. One of the benefits to the HDHP is that if it meets the qualifications, HSA owners can deduct their HSA contributions off their taxes and earn tax-free interest when the funds are used for qualified medical expenses.
Building your knowledge of the IRA Basics is essential to understanding the more sophisticated areas of IRAs down the road. In the Day 1 Basic Essentials, you will start to raise your confidence level regarding terminology, forms and IRA plan types. This will give you the foundation for your climb towards success.
When providing IRA training and answering IRA questions, I probably say hundreds of times a year, “IT’S ALL ABOUT THE REPORTING!” It cannot be stressed enough how you must “check the correct box,” “use the correct transaction code description,” and most importantly, “match what the customer is reporting on their tax return” in order to avoid them receiving unnecessary letters and bills from the IRS.
Fulfill your credit union training needs with webinars
We offer over 100+ webinars per year for credit unions and 300+ webinars for banks covering topics such as compliance, employee development, coaching, BSA/AML, lending, TRID, as well as trending hot topics like pandemic preparedness, the Cares Act, regulation updates and much more! Delivered by respected financial services industry experts, our webinars are timely, relevant and always engaging.
