CBA Education E-mail Blast

New Date for CBA Advanced IRAs Seminar

CBA’s Advanced IRAs Seminar will now be held on November 5, 2014, in Newport Beach. The purpose of this course is to build on your basic knowledge of IRAs to help prepare you for more complex issues in your organization. The instructor will use real-life exercises to help demonstrate and apply information to job related situations.

The program is led by Debbie Shipman, a senior training consultant with Ascensus, who conducts IRA training programs nationwide. Her expertise includes traditional and Roth IRAs, Coverdell education savings accounts, health savings accounts, and SEP and SIMPLE IRA plans. She leads the analysis, design, development, implementation and evaluation of Ascensus’ IRA workshop curricula, as well as in-house training programs.

IRA administrators, personal bankers, member services personnel who have a working knowledge of basic IRA operations, compliance specialists with procedural oversight of IRA policies and practices and support personnel responsible for promotional materials that describe the services provided by your financial organization will all benefit from this program.

We will offer this course at the Hyatt Regency Newport Beach, where we’ve arranged for rates of just $149 a night.

Register by October 6 and save $100. Click here for more information or to register for this program.

For questions on this or any other CBA program, please contact Laurie Eaton at (916) 438-4433 or leaton@calbankers.com.

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