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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Presented by: Ascensus  This two-part program will be presented live on: November 13 & 20, 10:00-11:30 a.m. Central Time Recording available through: February 20, 2020 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

Presented by: Ascensus  This 90-minute program will be presented live on: September 25, 10:00-11:30 a.m. Central Time Recording available through: December 25, 2019 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: October 2, 10:00-11:30 a.m. Central Time Recording available through: January 2, 2020 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: September 11, 10:00-11:30 a.m. Central Time Recording available through: December 11, 2019 Price: $275   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

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: Establishing and Amending IRAs Everything Roth IRA Beneficiary Distributions IRA Contributions IRA Distributions IRA Fundamentals IRA Transfers and Rollovers Required Minimum Distributions Rollovers Between Retirement Plans and IRAs Top 10 IRA Issues Read More

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