February 18 - 19, 2010
1000 Riverchase Galleria
Birmingham, AL 35244
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
The following link contains detailed instructions for MyCBAA's members only registration process.
9:00 a.m. - 3:00 p.m.
Registration begins at 8:30 a.m.
Speaker - Program presented by Gettechnical, Inc.
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.
Who Should Attend
All IRA administrators, personal bankers, trust officers, customer service representatives, and those selling or discussing these products with their customers.
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 email@example.com. Location is subject to change. We will notify you if a change is made after your registration.
There will be a $50.00 fee for any cancellation.
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