IRA Year-End Wrap-Up
December 2, 2026
Live Webinar:
DateDec 2, 2026Duration90 minutes
08:00 AM PST09:00 AM MST
10:00 AM CST11:00 AM EST
- Unlimited connections for your institution
- Available on desktop, mobile & tablet
- Take-away toolkit
- Presenter’s contact info for questions
On-Demand Webinar:
- Unlimited & shareable access starting two business days after live stream
- Available on desktop, mobile & tablet devices 24/7
- Take-away toolkit
- Ability to download webinar video
- Presenter's contact info for questions
Further details will be available 45 days prior to the webinar date.
Presented By
Convergent Retirement Plan Solutions, LLC
Other Webinars That Might Interest You
HELOC How-To In-Depth
by Molly Stull
HELOC How-To: From Application to End
by Molly Stull
Deposit Account Arbitration Agreements: Purpose, Strategy & Results
by Shelli Clarkston
FedNow Beyond Basics: Getting the Most Out of Instant Payments
by Sharon Hallmark
Ways to Optimize & Maximize Your Website
by Eric C. Cook
Security Officer Reports to the Board: Timing, Contents & Requirements
by Barry Thompson
IRA Series: Beneficiary Payouts & Processes
by Loni Porta
Mastercard Debit Card Chargebacks: Rules, Rights & Challenges
by Diana Kern
ACH Return Reason Codes Explained
by Kimberly Ellis
Payment Systems Bootcamp
by Kimberly Ellis
© 2026 FINANCIAL EDUCATION & DEVELOPMENT, INC