IRA’s Made Easy Seminar

Date: April 4, 2017 through April 5, 2017

Time: 8:30 am - 4 pm each day

Location: North Carolina Bankers Association
3601 Haworth Drive - Raleigh

Registration: $400 (Early Bird - 3/21) / $425 (Regular - after 3/21)

Click HERE to Register!

Click HERE to View the Agenda

SPEAKER INFORMATION

 Denise PhotoDenise L. Stevenson

Denise is the President of Diversified Learning Services, which provides training and consulting services to financial institutions. She spent 15 years in the retail banking industry before beginning her consulting and training company in 1983. She specializes in IRA, customer service and operations training and has developed and implemented numerous programs for bankers throughout the country.  She has facilitated training and education programs in 39 states.

PROGRAM INFORMATION

Featured topics on traditional IRAs will be: 

  • Eligibility to Contribute
  • Contributions
  • Excess Contributions
  • Distributions and Documentation
  • Death Benefits
  • Rollover IRAs and Trustee Transfers
  • Reporting Requirements 

Featured topics on Roth IRAs will be: 

  • Eligibility to Contribute
  • Contributions
  • Excess Contributions
  • Qualified Rollovers and Transfers
  • Recharacterizations
  • Distributions and Documentation
  • Death Benefits

LODGING INFORMATION

The NCBA has secured a discounted rate of $142/night for our attendees at the North Raleigh Hilton. To secure this discounted rate, please call the hotel directly at 919.872.2323 and request the NC Bankers Association rate. 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