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The rules and regulations governing IRAs, HSAs, and other tax favored savings accounts are constantly evolving, making it difficult to stay informed. Industry experts will provide you with a comprehensive update on recently proposed legislation and regulatory changes that could impact your organization and clients. Stay ahead of the curve and ensure you're equipped with the latest information to navigate these changes effectively.
Learning Objectives:
Understand recent legislative and regulatory changes affecting IRAs, HSAs, and other tax-advantaged savings accounts.
Learn how these updates may impact your organization’s practices and client strategies.
Gain insights on how to effectively navigate and apply these changes to stay compliant and optimize client outcomes.
Duration: 60 minutes
Who Should Attend: Branch Managers, Assistant Branch Managers, Bankers, Universal Bankers, Operations Personnel, IRA and HSA Specialists
Instructor(s): Professionals from Ascensus
Recorded: Feb. 12, 2025.