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.

Learn more »

Upcoming Sessions

See All Upcoming Sessions

Presented by: Ascensus  This 90-minute program will be presented live on: December 5, 10:00-11:30 a.m. Central Time Recording available through: March 5, 2019 Price: $275   This course is designed to help you manage an HSA program more effectively. After attending this course, you will understand the fundamentals of HSAs and basic HSA compliance rules. This course also reviews HSA benefits, documentation and reporting requirements, contribution rules and limits, eligibility requirements, portability rules, and the difference between qualified and nonqualified distributions. Read More

Presented by: Ascensus  This two-part program will be presented live on: October 31 & November 7, 10:00-11:30 a.m. Central Time Recording available through: February 7, 2019 Price: $415   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

Get these programs together, at a discount: Everything Roth Introduction to IRAs IRA Beneficiary Distributions IRA Distributions Retirement Rollovers: Are you Ready? Top 10 IRA Issues Transfers and Rollovers   Read More

Get these programs together, at a discount: Establishing and Amending IRAs Everything Roth Introduction to IRAs IRA Beneficiary Distributions IRA Contributions IRA Distributions IRA Transfers and Rollovers Retirement Rollovers: Are You Ready? Top 10 IRA Issues Read More

Get these programs together, at a discount: 2017 Legislative Update Everything Roth  Introduction to IRAs IRA Beneficiary Distributions  IRA Distributions  Retirement Rollovers: Are you Ready?  Top 10 IRA Issues  Transfers and Rollovers Read More

Get these programs together, at a discount: Establishing and Amending IRAs Everything Roth Introduction to IRAs IRA Beneficiary Distributions IRA Contributions IRA Distributions IRA Transfers and Rollovers Retirement Rollovers: Are You Ready? Top 10 IRA Issues Read More

Shopping Cart

Your cart is empty