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June and July 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 / 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.

 

The IRA Update webinar covers the following topics. Some of these topics relate only to those IRA custodians/trustees offering self-directed or trust investments. Three of the topics relate to rollovers and they are also covered under the IRA Transfers & Rollovers webinar.

  1. DOL Actions - Brief overview of Fiduciary & Conflict of Interest Rules
  2. New IRS Procedures - Waiving the 60 Day Requirement
  3. The Rollover Rules for SIMPLE IRAs
  4. QCDs Are Now Permanent
  5 New De Minimis Rules for Incorrect 1099-R forms
     Increased Penalty Amount of $250 x 2
  6. Review of 2016 / 2017 Form 1099-R
  7. 2016 and 2017 IRS Reporting for Hard to Value Assets
  8. IRS Guidance on Rolling Over After-Tax Funds
  9. Qualified Longevity Annuity Contracts
10. Roth IRA Distributions to a Beneficiary
11. myRA Program
12. Bankrputcy and IRAs and Inherited IRAs
13. Possible IRA Law and Regulatory Changes


All times are given for the Central Time Zone

Convenient! Informative! Comprehensive! Interactive! /font>

Download / 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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