Strategic partners

Wolters Kluwer Financial Services to Offer IRA Training Seminars

Wolters Kluwer Financial Services, a CBA endorsed strategic partner, will offer live IRA training seminars in Northern and Southern California.

The live seminars will educate your staff on all aspects of retirement savings plans. Learn from the best in the industry— Wolters instructors are IRA and HSA experts who also manage the company’s consulting line and develop documents and training materials. Wolters will offer two sessions to cater to beginner and advanced IRA professionals.

The registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. The fee includes seminar materials, beverages and a continental breakfast. 

The level I IRA training will explain the differences between IRAs and other
deposit accounts, and review the IRA establishment process by examining the documents necessary to establish an IRA and common IRA deposit and withdrawal transactions.

The level II IRA/HSA training explores the rules associated with acting as an IRA/HSA custodian or trustee as well as overall administration and reporting of IRA transactions. The course will also discuss required minimum distributions, beneficiary administration, employer plan to IRA rollovers and HSAs.

The live seminars will be held at the following locations:

Sacramento- Courtyard by Marriott
Level I — May 14
Level II — May 15

Orange County (Laguna Hills) - Courtyard by Marriott
Level I — June 4
Level II — June 5

Register for the live seminars online here or call (800) 552-9410, extension 112-3651. Live webinars are also available. You can view the complete list of offerings here

For more information, contact Stephen Clark, SVP strategic partnerships at (916) 438-4448 or sclark@calbankers.com

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