IRA Transfers, Rollovers & Conversions
July 7, 2026
Live Webinar
DateJul 7, 2026Duration90 minutes
08:00 AM PDT09:00 AM MDT
10:00 AM CDT11:00 AM EDT
- 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
IRA owners have unprecedented ability to move funds between tax-sheltered plans and may look to you for assistance.
Are you ready? This nuts-and-bolts session will
go over portability-related rules, terminology, and jargon for common
transactions. It will review key transactional red flags to watch out for and common
(avoidable) mistakes IRA owners and trustees/custodians make. We’ll also pass
along vital working knowledge of transfer, rollover, and conversion
transactions on which succinct internal procedures can be based.
Further details will be available 45 days prior to the webinar date.
Presented By
Convergent Retirement Plan Solutions, LLC
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