Event Calendar

Start Date: 1/18/2022 9:00 AM MST
End Date: 1/18/2022 10:30 AM MST

Event Website: https://financialedinc.com/a/ibc/webinar/2022-ira-hsa-update-staying-compliant

Organization Name: Independent Bankers of Colorado

Contact:

From recent legislation to trends to contribution limits, this important IRA and HSA update will provide all the vital information you need in a tidy package. This dynamic webinar will also address pending legislation and the potential impact of changes on the horizon. The winds of change are once again in the air. Comprehensive retirement plan legislation is pending. As we start a new year, it is important to be aware of and understand how recent regulatory changes and proposed legislation will impact your IRA and HSA programs. Join us for a lively discussion about the many implications of what is new and important in 2022 and beyond.
 
AFTER THIS WEBINAR YOU’LL BE ABLE TO:

• Appreciate the far-reaching effects of recently enacted legislation and pending tax bills; proposed tax bills include:
  • Retirement reform (“SECURE 2.0”)
  • Build Back Better reconciliation
  • Infrastructure 1.0 
• Examine current HSA issues, trends, and contribution limits
• Discuss traditional and Roth IRA contribution limits
• Understand the latest IRA issues and trends

TAKE-AWAY TOOLKIT

• Employee training log
• Interactive quiz

WHO SHOULD ATTEND?
This very timely webinar will provide individuals who have direct IRA owner contact, operational, compliance, or decision-making authority with the information needed to make informed decisions about IRA and HSA plans and programs. It will also benefit individuals who hold insurance or securities licenses.
   
MEET THE PRESENTER
Frank J. LaLoggia, LaLoggia Consulting, Inc.
Frank LaLoggia is the President of LaLoggia Consulting, Inc., a pension consulting firm that assists financial organizations with ongoing support in the creation, development, and marketing of their retirement plans offerings. Frank coordinates and conducts pension seminars and training programs throughout the United States, including in-house IRA, HSA, and employer retirement plan training. With over 40 years of experience, he has assisted many leading financial organizations in the pension and financial services industries.




THREE REGISTRATION OPTIONS – WHAT YOU GET
1. Live Webinar Includes

• Unlimited connections within your institution to the Live Webinar
• Handout and Take-Away Toolkit
• Available on desktop, mobile & tablet
• Presenter’s contact info for follow-up

 2. On-Demand Webinar Includes

• Recording of the Live Webinar
• Available two business days following Live date
• Handout and Take-Away Toolkit
• Available on desktop, mobile & tablet
• Free Digital Download, yours to keep
• Share link with anyone at your institution
• Presenter’s contact info for follow-up

3. Purchase the BOTH Option to receive all the benefits listed above! Full registration descriptions can be found here.