The IRA Opportunity: Ready or Not, Here it Comes

On-Demand Webinar Available Until February 21, 2020

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About the Webinar

Growing complexity across the IRA lifecycle, as well as generational trends, all point to a significant opportunity for financial institutions.

But capitalizing on it means being prepared to demonstrate both broad and deep technical expertise, from opening IRAs to working with death claims. It also means understanding the unique perspectives of Millennials, Gen Xers, and, especially, the legions of retiring Boomers.

It’s going to take not just a deposit strategy – but a strategy to build the expertise you’ll need. This webinar offers insight on both.

About the Presenter

James Thompson
James Thompson, Product Manager, Ascensus
Mr. Thompson's finance and sales expertise contributes to the growth and enhancement of Ascensus' education and training products. He also helps develop Ascensus' strategic vision for these products and solutions, including being a published thought leader on HSAs and IRAs.

Michael Glover
Michael Glover, Compliance Servicing Specialist, Ascensus

Mr. Glover assists clients with technical compliance questions through the IRA Call Center. He lends technical expertise regarding Traditional and Roth IRAs, Coverdell education savings accounts, health savings accounts, and various employer-sponsored retirement plans, such as SEP and SIMPLE IRA plans.