The GSB Online Seminar Series

Presenter: Patrice McGuire, McGuire Business Partners This 90-minute program will be presented live on: April 27, 9:30-11:00 a.m. Central Time Recording available through: July 27, 2018 Price: $275   Making a bad or wrong hire can be a costly mistake.  The problem is we often make hiring decisions because we “liked” the candidate, not necessarily because they were the right candidate and the most qualified candidate.  In this program participants will learn the three elements of an effective interview.  The idea is that past performance of candidates will predict future performance, good or bad.  So, by applying these three elements during the interview process, interviewers will likely ask better questions, get better answers, evaluate how well the candidate will “fit” the job and organization and ultimately make solid hiring decisions.   Target Audience:  Anyone involved in the interview and hiring process of employees Read More

Presented by: Ascensus This 90-minute program will be presented live on: May 9, 10:00-11:30 a.m. Central Time Recording available through: August 9, 2018 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: 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

Presented by: Ascensus This 90-minute program will be presented live on: March 28, 10:00-11:30 a.m. Central Time Recording available through: June 28, 2018 Price: $275   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