Collin W. Fritz & Associates, Ltd.
"The Pension Specialists" tm
 
   
 
Collin W. Fritz and Associates, Ltd. gives you the competitive edge
in IRA and other Retirement Plan Products and Services
 
 

Webinars

CWF is conducting a number of Webinars set forth below on the days and at the times as indicated. We encourage you and your personell to attend one or more of our training Webinars. We offer both basic and advanced topics. By clicking the link below, you are able to read a comprehensive description of each webinar.

View Webinar Details

To register for a webinar click the circle in front of the Webinar description. You will then complete the On-line Registration Form and then Submit it to CWF. You will be sent an email confirmation for each webinar for which you registered. We look forward to your attenance and participation at our Webinar(s).

Webinars are approximately 2 hours in length for which the cost is $225.
Additional Branch Connections are $35 each.

3/28/2012 9:00am A Surving Spouse's Options
2/08/2012 9:00am A Surviving Spouse's Options
2/28/2012 9:00am A Surviving Spouse's Options
3/08/2012 9:00am A Surviving Spouse's Options
2/07/2012 9:00am Basic Health Savings Accounts - HSA
2/23/2012 1:00pm Basic Health Savings Accounts - HSA
3/07/2012 9:00am Basic Health Savings Accounts - HSA
3/23/2012 1:00pm Basic Health Savings Accounts - HSA
2/07/2012 1:00pm Basic Roth IRA
2/23/2012 9:00am Basic Roth IRA
3/07/2012 1:00pm Basic Roth IRA
3/23/2012 9:00am Basic Roth IRA
2/09/2012 9:00am Basics of One Person 401(k) Plans
2/21/2012 1:00pm Basics of One Person 401(k) Plans
3/07/2012 9:00am Basics of One Person 401(k) Plans
3/21/2012 1:00pm Basics of One Person 401(k) Plans
2/09/2012 1:00pm Basics of SEPs
3/09/2012 1:00pm Basics of SEPs
3/22/2012 1:00pm Basics of Traditional IRA - Distributions
2/22/2012 9:00am Basics of Traditional IRAs - Contribution
2/02/2012 9:00am Basics of Traditional IRAs - Contributions
3/06/2012 9:00am Basics of Traditional IRAs - Contributions
2/02/2012 1:00pm Basics of Traditional IRAs - Distributions
2/22/2012 1:00pm Basics of Traditional IRAs - Distributions
3/06/2012 1:00pm Basics of Traditional IRAs - Distributions
3/22/2012 9:00am Basics of Traditonal IRA - Contribution
2/15/2012 9:00am Handling missed RMDs
2/29/2012 9:00am Handling missed RMDs
3/15/2012 9:00am Handling missed RMDs
3/29/2012 9:00am Handling missed RMDs
2/21/2012 9:00am IRA Recharacterization / Excess IRA Contributions
2/14/2012 1:00pm IRA Reporting - Contributions
3/14/2012 1:00pm IRA Reporting - Contributions
2/14/2012 9:00am IRA Reporting - Distributions
3/14/2012 9:00am IRA Reporting - Distributions
2/16/2012 1:00pm IRA Transfers & Rollovers (To and From)
3/20/5201 1:00pm IRA Transfers & Rollovers (To and From)
2/28/2012 1:00pm Inherited IRA for Non-spouse Beneficiary
2/08/2012 1:00pm Inherited IRA, for Non-spouse Beneficiary
3/07/2012 1:00pm Inherited IRA, for Non-spouse Beneficiary
3/28/2012 1:00pm Inherited IRA, for Non-spouse Beneficiary
3/21/2012 9:00am Recharacterizations / Excess IRA Contributions
2/16/2012 9:00am Required Minimum Distributions
2/29/2012 1:00pm Required Minimum Distributions
3/09/2012 1:00pm Required Minimum Distributions
3/20/2012 9:00am Required Minimum Distributions
 

All times are given for the Central Time Zone

Convenient! Informative! Comprehensive! Interactive!

Download / View Brochure

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 $35 each.

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