CWF
is holding a 3-Day IRA and HSA school in Minnesota, Illinois and Missouri
from July to September , 2008.
This comprehensive
school is designed for all IRA and HSA personnel. It will cover compliance
issues and procedures, IRA and HSA rules and regulations, all up-to-date
law and procedure changes, that can undoubtedly lead to new marketing
opportunities.
Traditional
IRAs, Roth IRAs, SEPs, SIMPLEs Coverdell Education Savings Accounts,
and Health Savings Accounts (HSA)s will be thoroughly reviewed and
discussed.
CWF provides
the most comprehensive training available for IRAs, HSAs,, and related
accounts. Your personnel will improve their knowledge of these accounts,
resulting in increased confidence, excellent customer service, and
increased profitability.
We invite
you to attend this IRA/HSA School and see why so many financial institutions
and holding companies trust their IRA and HSA compliance training
to CWF!
Congress is considering
even more changes. All new legislation will also be reviewed.
Also covered will be the
new Roth 401(k) rollover to Roth IRA procedures.
This school places an emphasis
on the administration of Inherited IRAs, including the NEW Inherited
IRA for non-spouse beneficiaries of Qualified Retirement Accounts.
With the "Aging of America", more and more of your administrative
time will be spent in this area. Be sure you know all of the
current rules.