The GSB Online Seminar Series

The GSB Online Seminars Series offers a convenient, cost-effective way to access quality educational opportunities. Please note ALL times below in CENTRAL TIMEZONE.

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Upcoming Sessions

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Get these programs together at a discount: HSA Fundamentals      Live on December 2, recording available through March 2, 2021 HSA Advanced Concepts      Live on December 9, recording available through March 9, 2021 Top 10 HSA Issues      Live on December 16, recording available through March 16, 2021 Read More

Presented by: Ascensus  This two-part program will be presented live on: March 24 & 31, 10:00-11:00 a.m. Central Time Recording available through: June 30, 2021 Price: $405   With more baby boomers entering retirement, is your financial organization ready to handle complex beneficiary issues? Many IRA administrators find it difficult to understand the options that are available to IRA beneficiaries. This is a two-part comprehensive course that covers in-depth aspects of Traditional and Roth IRA beneficiary options. This course also covers beneficiary election deadlines, distribution rules and restrictions, reporting requirements, and year-of-death required minimum distribution issues.  Advanced aspects of Traditional and Roth IRA beneficiary options—including beneficiary disclaimers, distributions to trust beneficiaries, reporting issues, and compliance concerns will be covered in part two. Read More

Presented by: Ascensus  This 60-minute program will be presented live on: February 3, 10:00-11:00 a.m. Central Time Recording available through: May 3, 2021 Price: $225   This webinar covers both Traditional and Roth IRA contribution issues, including deadlines, limits, possible tax credits, and Traditional IRA deductibility rules. It is geared to help prepare IRA professionals for the hectic IRA contribution season, that generally takes place between January 1 and April 15. Read More

Presented by: Ascensus  This 60-minute program will be presented live on: February 10, 10:00-11:00 a.m. Central Time Recording available through: May 10, 2021 Price: $225   After participating in this webinar, attendees will understand withholding and reporting requirements as they apply to Traditional and Roth IRA distributions, how the early distribution penalty tax applies to IRA owners, and how IRA distributions are paid out. Read More

Presented by: Ascensus  This 60-minute program will be presented live on: January 20, 10:00-11:00 a.m. Central Time Recording available through: April 20, 2021 Price: $225   For those who are new to IRAs or need a refresher, this webinar provides the fundamentals of Traditional and Roth IRAs. It covers IRA contributions, distributions, and portability, including the rules associated with rollovers between employer-sponsored retirement plans and IRAs. Read More

Presented by: Ascensus  This 60-minute program will be presented live on: March 3, 10:00-11:00 a.m. Central Time Recording available through: June 3, 2021 Price: $225   Retirement plan portability can be confusing, not only for IRA owners and plan participants, but for financial organization personnel. The differences between a rollover and a transfer, and a direct and indirect rollover are just a few of the topics that will be discussed during this session. This webinar also touches on designated Roth account assets. Read More

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