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
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.
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.
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.
In this short webinar, we’ll address the problems faced by Silicon Valley Bank and other recently failed banks, and anticipate questions your customers may be asking you. We’ll sort our way through what has happened and ensure you’re prepared with the right information to understand the present situation, as well as address concerns throughout the industry.
We will break down the essential rules and forms of IRA accounts. Discussing the difference between an IRA 'plan' vs. an IRA 'account' and the types of IRA products will get you on your way to building the foundation of knowledge for these often complicated accounts.
After you have tackled the basic portion of IRAs, it’s time to delve into the more complicated topics, where confusion breeds inconsistency. The more troublesome areas of retirement accounts are moving IRAs as “rollovers” vs. “transfers” and distributions to IRA owners and beneficiaries.
It may be difficult to enter the “IRA” world without building a strong foundation of basic knowledge first. Often, when an organization’s IRA “expert” leaves the position, it comes without warning. This leaves others to struggle though the learning process. This session will provide that strong foundation of knowledge needed.
This webinar will focus on the complex state unclaimed property reporting requirements and the unique challenges facing financial institutions.
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.
