IRA Update

Thursday, September 23, 2021 | 2:00 p.m. – 3:15 p.m. ET

Register Now

Whether you’re new to IRAs or just need a refresher, it’s important to stay on top of the latest IRA-related regulatory changes and legislative developments. Following a high-level review of IRAs, we’ll discuss the latest IRA guidance and how it may affect your IRA program, documents and procedures. We’ll also review the IRA establishment, SEP plan, and recent tax law changes.

Key Takeaways

  • Latest IRA rules and regulations
  • Discuss how recent changes may affect your IRA program
  • Recent tax law changes
  • Walk through SEP plan

Register Now
$295 Members | $395 Nonmembers
(Additional $50 for CD)

One registration gives your entire team access to the live webinar and on-demand recording until September 23, 2022.
Go to the Online Training Center to access the webinar after purchase »

Who Should Attend?

  • Chief Executive Officers
  • Chief Financial Officers

Education Credits

  • CPA credit information is below; recommended 1.0 CPE credits.

CPA Certification Credit Information

  • Reviewer: Josie Collins, Associate Director of Education, NAFCU
  • Learning Objectives:  See key takeaways
  • Program Level: Basic
  • Prerequisites Needed: None
  • Advance Preparation Needed: None
  • Delivery Method: Group Internet-Based
  • Recommended CPE Credits: 1.0 credits
  • Recommended Field of Study: Business Law – Technical
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About Our Webinars

Our webinars are streamed live from NAFCU headquarters near Washington, D.C. Your audio/video feed of the presenters includes presentation slides and downloadable handouts. You can easily submit your questions to the presenters at any time during the live broadcast, with no dialing over the phone! The audio and video stream directly through your computer.

Presented By

Alexis Gonzalez-del-Valle, Consultant, Ascensus
Alexis Gonzalez-del-Valle

Consultant, Ascensus