Our Expertise. Your Competitive Advantage.

MONDAY - NOVEMBER 2 ,2020   Breakout Room #1 Breakout Room #2
11:00 - 12:15 EST   Legislative Reform: What's Changed, What's on the Horizon
Get the scoop on any new legislation and policy initiatives, taking into consideration the current or future political climate.
1:00 - 2:15 EST   IRA Update   QRP Update
2:30 - 3:45 EST   Required Minimum Distributions for IRAs and QRPs*   A Closer Look at Financial Wellness
TUESDAY - NOVEMBER 3 ,2020   Breakout Room #1 Breakout Room #2
11:00 - 12:15 EST   Introduction to Beneficiary Options for IRAs and QRPs - Part 1*   IRA Legal Issues
1:00 - 2:15 EST   Introduction to Beneficiary Options for IRAs and QRPs - Part 2*   IRA and QRP Electronic Delivery and Reporting
2:30 - 3:45 EST   Advanced Beneficiary Topics for IRAs and QRPs*   Advanced HSAs
WEDNESDAY - NOVEMBER 4 ,2020   Breakout Room #1 Breakout Room #2
11:00 - 12:15 EST   HSAs — Exploring Their Advantages   2020 IRA Reporting
1:00 - 2:15 EST   Advanced IRA and QRP Portability and Conversions- Part 1 *   Beneficiary Options For Deaths in 2020 and Beyond
2:30 - 3:45 EST   Advanced IRA and QRP Portability and Conversion - Part 2 *   QRP Legal Issues

The following courses will be prerecorded and available for download during and after the conference.

Advanced IRA Issues: Taking Penalty-Free IRA Distributions
Strategies for Auto-Rollovers and Finding Missing Participants
Handling IRA Excess Contributions*
HSA vs 401(k): Where to Defer
Introduction to HSAs
Introduction to QRPs & 403(b) Plans
Planning for Retirement and Decumulation Strategies
Roth IRAs: What You Should Know
Small Business Options: Focus on Solo(k) Plans
Taking Advantage of the Mega Roth
Withholding Requirements for IRAs*

*COURSES RECOMMENDED FOR CIS II EXAM