Tuesday
Jan 18
2022

2022 IRA & HSA Update: Staying Compliant

Registration Options & Pricing

Please select your membership status.


Live Webinar Access Includes:

  • Unlimited Connections to Virtually Attend the Live Webinar
  • Handout & Take-Away Toolkit
  • Available on Desktop, Mobile & Tablet
  • Presenter’s Contact Info for Follow-Up

On-Demand Access Includes:

  • Unlimited Access to Webinar Recording
  • Can be viewed anytime 24/7, beginning 2 business days after the webinar
  • Handout and Take-Away Toolkit
  • Available on Desktop, Mobile & Tablet
  • Free Digital Download, yours to keep
  • Share link with anyone at your bank
  • Presenter’s contact info for follow-up
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This is a 90-minute webinar.

This is a morning webinar.

8:00 am – 9:30 am PT
9:00 am – 10:30 am MT
10:00 am – 11:30 am CT
11:00 am – 12:30 pm ET

From recent legislation to trends to contribution limits, this important IRA and HSA update will provide all the vital information you need in a tidy package. This dynamic webinar will also address pending legislation and the potential impact of changes on the horizon.

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

  • Appreciate the far-reaching effects of recently enacted legislation and pending tax bills; proposed tax bills include:
    • Retirement reform (“SECURE 2.0”)
    • Build Back Better reconciliation
    • Infrastructure 1.0 
  • Examine current HSA issues, trends, and contribution limits
  • Discuss traditional and Roth IRA contribution limits
  • Understand the latest IRA issues and trends

WEBINAR DETAILS

The winds of change are once again in the air. Comprehensive retirement plan legislation is pending. As we start a new year, it is important to be aware of and understand how recent regulatory changes and proposed legislation will impact your IRA and HSA programs. Join us for a lively discussion about the many implications of what is new and important in 2022 and beyond.

Attendance certificate provided to self-report CE credits.

WHO SHOULD ATTEND?

This very timely webinar will provide individuals who have direct IRA owner contact, operational, compliance, or decision-making authority with the information needed to make informed decisions about IRA and HSA plans and programs. It will also benefit individuals who hold insurance or securities licenses.

TAKE-AWAY TOOLKIT

  • Employee training log
  • Interactive quiz

DON'T MISS THESE RELATED WEBINARS!

"IRA & HSA: 2022's Hottest Issues & Answers"
Tuesday, April 19, 2022

"Advanced Beneficiary & RMD Considerations"
Tuesday, July 19, 2022

 

NOTE:  All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your financial institution is prohibited. Print materials may be copied for eligible participants only.

MEET THE PRESENTER

LaLoggia Consulting, Inc.

We provide bank webinars on compliance, lending, regulations, security, operations, new accounts, collections, fraud, security & other topics. For more information on bank education and online training opportunities, join our mailing list.