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 two-part program will be presented live on: April 11 & 18, 10:00-11:30 a.m. Central Time Recording available through: July 18, 2018 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

Presenter:  Presented by: Ascensus This 90-minute program will be presented live on: March 7, 10:00-11:30 a.m. Central Time Recording available through: June 7, 2018 Price: $275   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 90-minute program will be presented live on: March 14, 10:00-11:30 a.m. Central Time Recording available through: June 14, 2018 Price: $275   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

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: 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