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[Free Webinar] 5 Common Mistakes in Onboarding for Financial Institutions

OnDemand
  • Recorded Fri, November 17, 2023
  • Presented by Bobbi McVey-Blath
Bobbi McVey-Blath
$0.00

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.

[Free Webinar] How to Build a Robust Security Training Program

OnDemand
  • Recorded Thu, October 05, 2023
  • Presented by John Trest
John Trest
$0.00

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.

IRA Annual Update 2025

OnDemand
  • Recorded Wed, January 22, 2025
  • Presented by Patrice Konarik
Patrice Konarik
$299.00

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.


IRA Beneficiary Payout Options: The New Rules and When They Take Effect

OnDemand
  • Recorded Thu, March 13, 2025
  • Presented by Patrice Konarik
Patrice Konarik
$299.00

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.

Unclaimed Property Compliance for Financial Institutions

OnDemand
  • Recorded Fri, September 06, 2024
  • Presented by Zach Robbins, Grant Faustino, Spencer Bray
Zach Robbins
Grant Faustino
Spencer Bray
$299.00

This webinar will focus on the complex state unclaimed property reporting requirements and the unique challenges facing financial institutions.

Unclaimed Property Compliance for Financial Institutions

Upcoming
  • Wed, July 30, 2025
  • Presented by Zach Robbins, Grant Faustino, Colin Sweet
Zach Robbins
Grant Faustino
Colin Sweet
$299.00

This webinar will focus on the complex state unclaimed property reporting requirements and the unique challenges facing financial institutions.


Health Savings Accounts: Financial Institution vs. Customer Responsibility

OnDemand
  • Recorded Wed, February 12, 2025
  • Presented by Patrice Konarik
Patrice Konarik
$299.00

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.

IRAs: The Basic Essentials - All-Day Streaming

Live Stream
  • Tue, August 12, 2025
  • Presented by Patrice Konarik
Patrice Konarik
$849.00

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.

IRA Reporting to the IRS: Getting it Right!

OnDemand
  • Recorded Wed, February 05, 2025
  • Presented by Patrice Konarik
Patrice Konarik
$299.00

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.

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