IRA Year-End Wrap-Up
December 2, 2026
Live Webinar
DateDec 2, 2026Duration90 minutes
12:00 PM PST01:00 PM MST
02:00 PM CST03:00 PM 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
Writing New Account Procedures
by Deborah L. Crawford
Building a Stablecoin Payments Strategy for Financial Institutions
by Kevin Olsen
Deposit Litigation: 10 Reasons You Lose Money in Court on Deposits
by Shelli Clarkston
IRA Series: IRA Plan Establishment
by Loni Porta
All Things Agreements
by Jessica Lelii
Deposit Compliance Deep Dive: Beyond the Basics of Reg CC, Reg DD, Reg E, UDAAP & More
by Dawn Kincaid
Job-Specific BSA Training for Operations Staff
by Dawn Kincaid
Agricultural Lending in a Down Cycle: Identifying, Managing & Resolving Credit Risk
by Robert L. Viering
BSA Referrals: From Business Lines to the BSA Dept.
by Deborah L. Crawford
Teller Excellence Series: Check Components, Legal Issues & Endorsements
by Deborah L. Crawford
© 2026 FINANCIAL EDUCATION & DEVELOPMENT, INC