Webinar: The Two Most Important Numbers for Dealing With IRAs & HSAs: IRS Publications 590 & 969
How would you answer these questions?
Do I have earned income?
Can I take a deduction by contributing to a Traditional IRA?
Can I use my IRA as loan collateral?
Can I borrow from my IRA?
Can I use my IRA to help purchase a house for my step-son?
What medical expenses qualify for my HSA?
Can I deduct my HSA contributions?
Most employees would advise the member to see their financial advisor. Without the confidence to handle IRAs or HSAs, basic questions can cause panic. However, having the ability to answer both basic and complex questions can make the difference between building or losing banking relationships. This program will build employee confidence, and unlike any other IRA and HSA programs, will teach staff how to be the professional that members seek.
- The two publications that answer most members’ questions about IRA or HSA accounts
- How to use these publications with confidence to assist members
- The one critical word staff must avoid in communicating information regarding IRAs and HSAs
- Guidelines for opening an IRA for a minor
- Link to Publication 590 – Individual Retirement Arrangements
- Link to Publication 969 – HSAs and Other Tax-Favored Health Plans
- Employee training log
- Quiz you can administer to measure staff learning and a separate answer key
Attendance verification for CE credits provided upon request.
WHO SHOULD ATTEND?
This informative session is designed for all employees responsible for opening, administering, and promoting IRAs and HSAs.
PLEASE NOTE: The live webinar option allows you to have one telephone connection for the audio portion and one Internet connection (from a single computer terminal) to view online visuals as the presentation is delivered. You may have as many people as you like listen from your office speaker phone.
ABOUT THE PRESENTER – John Baptista Jr., Impact Training & Consulting
John Baptista combines over three decades of experience in the financial industry and business world with specialties in management and customer service. A seasoned consultant and presenter, John’s real world experiences bring a unique dimension to his programs. As the youngest branch manager in the history of one of the largest California banks, John recognized early the importance of service and was ranked in the top 10% out of 2000+ employees for providing the best customer service.
A graduate of the University of Southern California and the University of San Diego, John’s training style is down-to-earth and engaging, with a practical approach. His exceptional communication skills allow him to keep participants engaged and target his message to a variety of skill levels. He turns the theory of the text book into practical application.
THREE REGISTRATION OPTIONS
Note: All materials are subject to copyright. Transmission, retransmission, or republishing this webinar to other institutions or those not employed by your financial institution is prohibited. Print materials may be copied for eligible participants only.
1. LIVE WEBINAR
The live webinar option allows you to have one telephone connection for the audio portion and one Internet connection (from a single computer terminal) to view online visuals as the presentation is delivered. You may have as many people as you like listen from your office speaker phone. Registrants receive a toll-free number and pass code that will allow entrance to the seminar. The session will be approximately 90 minutes, including question and answer sessions. Seminar materials, including instructions, PIN number, and handouts will be emailed to you prior to the broadcast. You will need the most-current version of Adobe Reader available free at www.adobe.com.
2. ARCHIVED WEBINAR & FREE CD ROM*
Can’t attend the live webinar? The archived webinar is a recording of the live event, including audio, visuals, and handouts. We even provide the presenter’s email address so you may ask follow-up questions. Approximately one week prior to the webinar, you will receive an email with the archived webinar link. This webinar link can be viewed anytime 24/7, beginning 6 business days after the webinar and will expire 6 months after the live program date.
As an added bonus, you will also receive a FREE audio/visual CD ROM.* The CD ROM includes the original audio/visual presentation, the question and answer sessions, and the handouts. Use the archived webinar or this “off-the-shelf” training program for those that could not attend the live seminar and for future training.
The archived webinar (including the free CD ROM) may ONLY be ordered for 6 months following the webinar. Neither will be available after this time.
Listen to the archived webinar on your iPad, iPhone, or Android.
Instructions will be emailed with the archived webinar link.
3. BOTH LIVE WEBINAR & ARCHIVED WEBINAR (INCLUDES FREE CD ROM*)
Options 1 and 2 described above
AFFORDABLE, PROFESSIONAL TRAINING, WHEN AND WHERE YOU CHOOSE
*CD ROM is for Mac and PC use only
This event is being conducted by CU Web Training on behalf of the Missouri Credit Union Association. Click here to register: https://mcua.fed.cuwebtraining.com/store/webinar
September 4th, 2014 2:00 PM through 3:30 PM