The Advent of Roth SEPs & SIMPLEs: Options, Choices & Considerations
October 22, 2026
Live Webinar
DateOct 22, 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
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
Where Does Flood Insurance Go Wrong?
by Carl Pry
TRID: Auditing the LE & CD for Compliance
by Molly Stull
Safe Deposit Box Compliance: Disclosures, Due Diligence & Drilling
by Dawn Kincaid
AI/ChatGPT, Email, Social, E-Collaboration, Web & Mobile Policies
by Nancy Flynn
When a Business Owner Dies, Sells, or Delegates Authority
by Elizabeth Fast
Managing & Monitoring High-Risk Accountholders
by Dawn Kincaid
Vendor Due Diligence & Effective Vendor Management
by David A. Reed
Mortgage Servicing Rules for Small Servicers
by Dawn Kincaid
10 Ways to Prevent New Account Fraud
by Deborah L. Crawford
From Frontline to Hotline: Confidently Navigating Accountholder Mental Health Issues (Complimentary)
by Tamra Gaines
© 2026 FINANCIAL EDUCATION & DEVELOPMENT, INC