Webinar: IRA & HSA Review & Update - 2012-2013 Tax Years

 

Wednesday, January 9, 2013

 

Speaker: Frank J. Laloggia, Laloggia Consulting, Inc.  (New speaker & revised program)

 

About the Program

As one year ends and another begins, it means one thing for those working at financial institutions – the start of another IRA season. It is important to keep up to date on any new regulatory, plan document, and contribution-limit changes that occurred in 2012 and 2013. This program is designed for experienced individuals who deal with IRA and HSA accounts, whether face-to-face with members, behind the scenes in the IRA support department, or in a management capacity. This lively session will ensure you are current on important issues in the world of IRA and HSA accounts today.

Printable Brochure (Adobe PDF File)

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