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    IRA Series - Top 10 IRA Issues

    Monday, December 18, 2017 - 11:00 AM - 12:30 PM ET
    $249.00
    This Session kicks off our Week-long IRA Series binge, where we rebroadcast all 5 of 2017's IRA training webinars to help your Institution learn all you need to know about IRAs going into 2018.

    IRA Series: Boost Your IRA Knowledge Base

    Tuesday, December 19, 2017 - 11:00 AM - 12:30 PM ET
    $249.00
    This Session is Day 2 of our Week-long IRA Series binge, where we rebroadcast all 5 of 2017's IRA training webinars to help your Institution learn all you need to know about IRAs going into 2018.

    2018 Safe Deposit Series: Handling Box Surrenders

    Tuesday, December 19, 2017 - 2:00 PM - 3:30 PM ET
    $249.00
    This is Part III of our VI-Part 2018 Safe Deposit Series. This webinar explains the box surrender procedures that must be followed in a safe and sound manner with care and due diligence.

    IRA Series: Hard-to-Value Assets and Prohibited Transactions

    Wednesday, December 20, 2017 - 11:00 AM - 12:30 PM ET
    $249.00
    The IRS is now requiring financial institutions to correctly report those hard to value assets within an individual’s IRA. Most stocks and other traditional investments are easy to value. The price is determined by the markets or found on a bank statement. But some assets are not so easy to find a value for, and that's a problem if those assets are held in an individual retirement account or other tax-deferred retirement account.

    IRA Series- Roth IRA Conversions, Recharacterizations, Rollovers, & Transfers

    Thursday, December 21, 2017 - 11:00 AM - 12:30 PM ET
    $249.00
    This Session plays on Day 4 of our Week-long IRA Series binge, where we rebroadcast all 5 of 2017's IRA training webinars to help you quickly learn everything you need to know about IRAs before starting the New Year.