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Current Webinars

CWF is conducting a number of Webinars on the days and at the times listed below.

We encourage you and your personell to attend one or more of our training Webinars.

We offer both basic and advanced topics.

Clicking the link below to read a comprehensive description of each webinar.

To register for a webinar click the circle in front of the Webinar description.

The On-line Registration Form must be completed and Submitted to CWF.

You will be sent an email confirmation for each registered webinar.

We look forward to your attendance and participation at our Webinar(s).


Webinars are approximately 2 hours in length

Additional Branch Connections are $10 each.



Convenient! Informative! Comprehensive! Interactive!


Download / Register/ View Brochure



Have All of Your Employees participate, or just a few, for the same Low Price.

Call our Customer Service Department at
800.346.3961 
to schedule your webinar.

 

President Trump signed into law The Tax Cuts and Jobs Acts on December 22, 2017, and the Bipartisan Budget Act of 2018 on February 9, 2018. There are IRA changes in both new laws which are effective for 2018.

IRA laws and related IRS procedures change more frequently than one realizes. These changes are covered in our IRA Update webinar as is other proposed tax legislation for 2018.

Attending our basic IRA webinars is an excellent way to be introduced to IRAs or they are excellent refresher courses. It should be a must for most everyone to attend our webinar covering direct rollovers, rollovers and transfers. It is important for IRA personnel to be well versed in these topics. Mistakes can be costly. More and more IRA owners and beneficiaries are dying and so we continue to have our two webinars, one for spouse beneficiaries and one for non-spouse beneficiaries. We also have our SEP-IRA webinar as SEP plans may generate large deposits ($54,000 for 2017).

Attending our Basic HSA seminar is an excellent way to learn about HSAs. More wealth management divisions are understanding that more and more high income clients want HSA services. You may establish your HSA program so it is not labor intensive. There are HSA owners who now have in excess of $100,000 in their HSAs.


All times are given for the Central Time Zone

Convenient! Informative! Comprehensive! Interactive! /font>

Download / Register / View Brochure
Have All of Your Employees participate, or just a few, for the same Low Price.

Call our Customer Service Department at 800.346.3961 
to schedule your webinar.

 

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