IRA Transfers, Rollovers & Conversions
July 7, 2026
Live Webinar:
DateJul 7, 2026Duration90 minutes
12:00 PM PDT01:00 PM MDT
02:00 PM CDT03:00 PM EDT
- 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
Today’s Board Essentials Module 2: Restrictions on Loans to Directors
by Shelli Clarkston
Enhancing Videoconference Compliance & Communication for Financial Institutions
by Nancy Flynn
Deposit Insurance Coverage & Calculation
by Mary-Lou Heighes
Call Report Series: Auditing Call Reports: Compliance & Recommended Practices
by Stephen J.M. Schiltz
Handling Difficult People: Warning Signs & Effective Tactics
by Barry Thompson, Arvin Clar
Fraud, Forensics & Incident Response: Managing & Mitigating Data Breaches
by John Moeller
Fraud Series: Preventing New Account Fraud
by Deborah L. Crawford
CFPB Enforcement Actions: Lessons Learned
by David A. Reed
Advanced CTR Completion: Beyond Basic Transactions
by Dawn Kincaid
Electronic Payment Fraud: When Is Your Institution Liable?
by Shelli Clarkston
This Webinar Appears In
© 2025 FINANCIAL EDUCATION & DEVELOPMENT, INC
