IRA training presented in partnership with Ascensus
Financial organizations are frequently faced with handling beneficiary death claims and may wonder how to resolve some of their more complex beneficiary issues where there may be no or limited regulatory guidance. This comprehensive course covers in-depth aspects of Traditional and Roth IRA beneficiary issues and best practices on how to handle death claims while mitigating risk. This course covers advanced aspects of IRA disclaimers, distributions to trust beneficiaries, reporting issues, disputes, minors as beneficiaries, and other compliance concerns.
To register for this webinar, please follow these simple steps:
- Click "Register for 2024 Webinars" and choose your price point
- Complete the "Personal Information" form, using "00000" as your Organization Number
- Select the webinars you'd like to attend
- Please note that webinar times are listed as CST on the Ascensus website.
- Enter the exclusive DISCOUNT CODE 'CCUA10' when completing payment to enjoy 10% off of your purchase
