IRA SchoolFebruary 18 - 19, 2010 Wynfrey Hotel 1000 Riverchase Galleria Birmingham, AL 35244 For directions please click here
Registration $495/member $595/nonmember Your registration fee includes instruction, materials, and refreshments.
(If you do not have a login and password for our registration section please call our office at 1-800-239-7338)
The following link contains detailed instructions for MyCBAA's members only registration process.
MyCBAA Online Registration Instructions
9:00 a.m. - 3:00 p.m. Registration begins at 8:30 a.m.
Speaker - Program presented by Gettechnical, Inc.
Seminar Overview
The Basic IRA seminar is designed for those new to IRA’s or a great review for those who have been in the business for a while. It addresses the purpose of IRA’s, the role IRA’s play in a customer’s retirement strategy and all the different types of IRA’s and their eligibility requirements. This great seminar includes some information on distributions and death distributions. Seminar attendees will leave with less apprehension about their responsibilities and compliance issues for opening IRA’s at the financial institution.
Seminar Topics:
Day 1:
Day 2:
Who Should Attend All IRA administrators, personal bankers, trust officers, customer service representatives, and those selling or discussing these products with their customers.
More Information Dress for the seminar is business casual. To ensure your comfort, please bring a jacket or sweater. If you need additional information please contact Debbie Pharr at 334-244-9456 or email dpharr@cbaaonline.com. Location is subject to change. We will notify you if a change is made after your registration.
Cancellation Policy There will be a $50.00 fee for any cancellation.
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