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Upcoming Events

2021 UCC Article 9 Seminar (3-Part Virtual Series)
Date: February 16 — March 2, 2021
Location: Virtual Training
Description: This three-part virtual series simplifies the process of secured lending and covers a broad array of topics and points out common pitfalls along the way. Each participant will receive a comprehensive manual.

2021 Health Savings Account Virtual Seminar - Spring
Date: March 22, 2021
Location: Virtual Training
Description: Attend this HSA virtual seminar for a comprehensive HSA curriculum and a practical understanding of critical rules and operational issues.

2021 IRA Essentials Virtual Training - Spring
Date: March 23, 2021
Location: Virtual Training
Description: Attendees will leave this virtual session able to work with IRA owners and process basic IRA transactions with confidence. No previous IRA knowledge is assumed. You should attend if you want to learn the basics of Traditional and Roth IRAs or need a general refresher.

2021 Advanced IRAs Virtual Training - Spring
Date: March 24, 2021
Location: Virtual Training
Description: Advanced IRAs build on the attendees' basic IRA knowledge to address some of the more complex IRA issues banks may handle. Previous IRA knowledge is assumed.