IRA/HSA Webinars

Collin W. Fritz & Associates, Ltd.
"The Pension Specialists" ^tm

Collin W. Fritz and Associates giving you the competitive edge
in Retirement Plan Products and Services

Webinars

CWF is conducting a number of Webinars. A schedule of topics is set forth below.
Some of the topics are very basic and others are advanced.
We hope you will have your personnel attend one or more of these webinars.

View Webinar Details

Many clients have found these webinars to be very helpful,
efficient and very cost-effective, and no travel involved.

7/13/2010 2:00pm A Surviving Spouse's Options
8/17/2010 9:30am A Surviving Spouse's Options
7/29/2010 2:00pm Advanced HSA Guidance and the Future of HSAs
9/02/2010 9:30am Advanced HSA Guidance and the Future of HSAs
8/03/2010 9:30am Basics of Coverdell ESAs for 2010 vs. 2011
9/02/2010 2:00pm Basics of Coverdell ESAs for 2010 vs. 2011
7/29/2010 9:30am Basics of HSAs
8/31/2010 2:00pm Basics of HSAs
8/05/2010 9:30am Basics of Roth IRAs
7/20/2010 9:30am Basics of Traditional IRAs
8/19/2010 2:00pm Basics of Traditional IRAs
7/15/2010 2:00pm Direct Rollovers into a Trad or Roth from a QRP
8/19/2010 9:30am Direct Rollovers into a Trad or Roth from a QRP
8/10/2010 9:30am IRA Distributions in Depth
7/15/2010 9:30am IRA Options for Ben of Employer Sponsored Plans
8/17/2010 2:00pm IRA Options for Ben of Employer Sponsored Plans
8/03/2010 2:00pm IRA Reporting 2009 & 2010
7/08/2010 9:30am IRA Rollovers & Transfers
8/10/2010 2:00pm IRA Rollovers & Transfers
7/20/2010 2:00pm IRA Withholding Rules
8/24/2010 9:30am IRA Withholding Rules
7/13/2010 9:30am Inherited IRAs for Non-Spouse Beneficiaries
8/12/2010 2:00pm Inherited IRAs for Non-Spouse Beneficiaries
7/22/2010 9:30am Internal IRA Auditing Techniques
8/24/2010 2:00pm Internal IRA Auditing Techniques
7/22/2010 2:00pm Recharacterizations and Excess Contributions
8/26/2010 9:30am Recharacterizations and Excess Contributions
7/08/2010 2:00pm Required Distributions for 2010
8/12/2010 9:30am Required Distributions for 2010
8/05/2010 2:00pm Roth Conversions in 2010
7/27/2010 9:30am SEP Plans and SEP IRAs
8/26/2010 2:00pm SEP Plans and SEP IRAs
7/27/2010 2:00pm SIMPLE Plans and SIMPLE IRAs
8/31/2010 9:30am SIMPLE Plans and SIMPLE IRAs

All times are given for the Central Time Zone

Convenient! Informative! Comprehensive! Interactive!

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View Webinar Details

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

Webinars are approximately 2 hours in length for which the cost is $225.
Additional Branch Connections are $75 each.

Call our Customer Service Department at 1-800-346-3961
to schedule your webinar.

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