WOLTERS KLUWER FINANCIAL SERVICES CO-SPONSORED WITH  

COMMUNITY BANKERS ASSOCIATION OF ILLINOIS 

 

Get on Track and Stay on Track 

 

2011 - 2012 Fall and Winter IRA SeminarTour 

 

A vibrant IRA program attracts account owners to your organization and creates more opportunities to cross-pollinate. But with so many rules, keeping up is a challenge. 

 

You don’t have to be as busy as a bee to understand IRAs. We’ll help you make sense of rules to save you time, your organization money, and keep you both in compliance. 

 

Flourish with our Fall and Winter IRA Seminar Tour 

 

Deepen your IRA knowledge where you need it most. Our experts will cover a wide range of topics, so you don’t lag behind in any area. 

 

IRA Principles 

 

For those who are looking for a broad-spectrum view of IRAs. Perfect for those with IRA experience but not too overwhelming for those who do not. 

 

• Establishment Overview and Regular Contributions 

• Distributions 

• IRA-to-IRA Rollovers, Transfers, and Conversions 

• Employer Plan-to-IRA Rollovers and Direct Rollovers 

• Required Minimum Distributions 

• Beneficiary IRA Administration 

• Appendix: Health Savings Accounts 

 

Advanced IRAs 

 

For those who understand the IRA basics and want a deeper understanding of the rules and regulations as they apply to IRA and HAS administration. 

 

• Required Minimum Distributions 

• Beneficiary IRA Administration 

• Distributions 

• Moving Assets Between IRAs 

• Moving Assets Between Employer Plans and IRAs 

• Health Savings Accounts 

 

Continuing Education Credits 

 

Any Independent Community Bankers of American (ICBA) certified individual who attends one of our live seminars can receive six hours of continuing education credits to be applied to the Certified Community Bank Internal Auditor (CCBIA) and Certified Community Bank Compliance Officer (CCBCO) designations. To receive the credits, attendees simply report the hours to the ICBA at the end of the year. 

 

Seminar Info 

 

Registration – 8:00am – 8:30am 

Seminar – 8:30am – 4:00pm 

Lunch break – 12:00pm – 1:00pm 

(15 minute morning and afternoon break) 

 

Cost 

 

The registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. * 

 

The fee includes seminar materials, beverages, and a light lunch. All travel-related expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations. 

 

*If seminar is sponsored by an organization other than Wolters Kluwer Financial Services, pricing is determined by the sponsoring organization. You will be directed to that organization’s website for registration. 

 

To register, please reserve your place in advance. Registrations are accepted in the order received. Return the registration form below with complete information about each registrant. Full payment accompany you registration. Applicable state and local sales taxes are also required in certain states. 

 

REGISTER TODAY – Call 800-552-9410 or visit Wolters Kluwer Financial Services web site at www.wolterskluwerFS.com/IRAseminars 

 

If you cancel your reservation more than five business days prior to the conference date for which you have registered, Wolters Kluwer Financial Services will issue you a credit for the conference fee (less $25 for processing) which can be applied toward your purchase of any Wolters Kluwer Financial Services/Bankers Systems’ product or service. No credit will be permitted for cancellations received after the cutoff date. 

 

Please notify our staff if you are unable to attend and/or are sending another person in your place. 

 

Dress is casual, comfortable clothing. Due to temperature changes in some meeting rooms, we suggest you bring a sweater or jacket. 

 

If you have special needs that may affect your participation in this even, please contact us; we will work to make your experience as comfortable as possible. 

 

In consideration of our participants and instructors, no cellular phones or smoking will be permitted in the meeting rooms. We also ask that no audio/video recording be made; however, Wolters Kluwer Financial Services reserves the right to videotape and/or photograph these conferences with the option of using the images for future projects. 

 

Wolters Kluwer Financial Services reserves the right to cancel a seminar at any location and will communicate any effective changes to registrants as early as possible. 

 

Please contact the seminar site hotel for direction information and overnight lodging reservations. 

 

Training Dates 

 

Chicago (Naperville) – Holiday Inn 

• IRA Principles – 2/29/12 

 

Chicago (Schaumburg) – Doubletree 

• Advanced IRAs – 3/1/12 

 

Moline – Stoney Creek Inn & Conf. 

• Advanced IRAs – 1/12/12 

 

Mount Vernon – Fairfield Inn 

• Advanced IRAs – 3/6/12 

 

Rockford – Holiday Inn 

• Advanced IRAs – 1/10/12 

 

Springfield – Hilton Garden Inn 

• IRA Principles – 3/7/12 

• Advanced IRAs – 3/8/12 

 

Urbana (Champaign) – Holiday Inn 

• Advanced IRAs – 2/28/12 

 

Utica – Starved Rock Lodge & Conf. 

• Advanced IRAs – 1/11/12 

 

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