When:
September 11, 2018 @ 9:00 am – September 13, 2018 @ 4:00 pm
2018-09-11T09:00:00-04:00
2018-09-13T16:00:00-04:00
Where:
North Carolina Bankers Association
3601 Haworth Drive - Raleigh
Contact:
Brianna Reeder
984.344.9990

Time:  Day 1: IRA Essentials, 9 am – 4 pm
Day 2: Advanced IRAs, 9 am – 4 pm
Day 3: HSA Frontline Fundamentals, 9 am – 12 pm

Registration Rates
Total Program: $775 (Early Bird – 8/29) / $825 (Regular – after 8/29)
Day 1: IRA Essentials Only: $350 (Early Bird – 8/29) / $400 (Regular – after 8/29)
Day 2: Advanced IRAs Only: $350 (Early Bird – 8/29) / $400 (Regular – after 8/29)
Day 3: HSA Frontline Fundamentals Only: $200 (Early Bird – 8/29) / $250 (Regular – 8/29)

Individuals can register for all days as a full package, or can register for any day a la carte. You can view topics for each day on the agenda (link above).

PROGRAM INFORMATION

Day 1 – IRA Essentials

You should register for this program if you need to learn the basics of Traditional and Roth IRAs or you want an updated, general refresher on IRA rules.

This session will give attendees a solid foundation of IRA knowledge. Exercises are included throughout the day to help participants apply information to job-related situations. Attendees will leave this session able to work with IRA owners and process basic IRA transactions with confidence. This is a beginner’s session; no previous IRA knowledge is assumed. Click HERE to view all of the course topics.  

Day 2 – Advanced IRAs

You should register for this session if you are an IRA administrator, personal banker, or member services personnel who has a working knowledge of basic IRA operations and wishes to expand your expertise and provide enhanced customer service, a compliance specialist, or support personnel responsible for promotional materials.

This portion of the program will build on an attendees’ basic IRA knowledge to address some of the more complex IRA issues that their financial organizations may handle. This is an advanced session, and previous IRA knowledge is assumed. The instructor will use real-world examples to help participants apply information to job-related situations. Click HERE to view all of the course topics.

Day 3 – HSA Frontline Fundamentals 

You should register for this session if you need or want to learn the basics of Health Savings Accounts. 

This presentation is a half-day workshop that will give registrants a basic foundation of HSA knowledge. Exercises are included to help attendees apply information to real-world scenarios. Participants will leave this session able to confidently process basic HSA transactions. This is a beginner’s session, and no previous HSA knowledge is assumed. Click HERE to view all of the course topics.

 

SPEAKER INFORMATION

Jeff Aga – Technical Consultant, Ascensus

Jeff Aga is a Technical Consultant with the ERISA Technical Support Department at Ascensus. He assists clients with technical compliance questions through the 800 Consulting Service. He instructs Ascensus’ webinars and various Ascensus sponsored seminars nationwide. Jeff lends technical expertise regarding Qualified Retirement Plans, Traditional and Roth IRAs, Coverdell education savings accounts, health savings accounts and various employer-sponsored retirement plans such as 401(k) plans, 403(b) plans, SEP and SIMPLE IRA plans. He also conducts qualified retirement plan, 403(b) plan, and IRA compliance audits.

Jeff joined Ascensus in 1994 as a Plan Specialist in the Balance Forward Recordkeeping Department, and has served as a Client Service Representative as well as a Team Leader of Client Services with the Plan Service Group. He holds the Certified Pension Consultant, Qualified 401(k) Plan Administrator and Qualified Pension Administrator designations from the American Society of Pension Professionals and Actuaries and is a Certified IRA Services Professional.

 

LODGING INFORMATION

The NCBA has secured a discounted rate of $149/night for our attendees at the North Raleigh Hilton. To secure this discounted rate, please use the link below. This rate includes Lofton’s breakfast and complimentary transportation to and from the North Hills Mall. The hotel is located two miles away from the NCBA.

Please note that attendees are responsible for securing their hotel reservations.

Click HERE to Get Your Discounted Rate!