| IRA Training WOLTER KLUWER FINANCIAL SERVICES CO-SPONSORED WITH COMMUNITY BANKERS ASSOCIATION OF ILLINOIS The perfect balance of culture and personal growth - When you appreciate the cultural experience of mixing with peers and experts in your field, blended with the refreshing perspectives brought by congnitive growth, you savor the refined qualities of our IRA Seminars. Take in the essence of our Spring and Summer IRA Seminar Tours - Break away from your daily routine and top off your IRA experience with refreshing perspectives and information from refined experts in the field, with: Light-bodied tastes Robust flavours (Just the Basics) (More Than the Basics) * Establishment * Moving Assets Between IRAs * Eligibility * Moving Assets Between IRAs and Employer Plans * Distributions * Recharacterization & Excess Contributions * Rollovers, Transfer, Direct * Required Minimum Distrubution Summary * Rollovers * Beneficiary Administration * Beneficiary Options * 2010 Reporting Update * Any new legislative/regulatory updates, such as IRS Form 5305 * Health Savings Accounts _______________________________________________________________ CONTINUING EDUCATION CREDITS Any Independent Community Bankers of America (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 Information Registration - 8 A.M. - 8:30 A.M. Seminar - 8:30 A.M. - 4 P.M. Lunch Break - NOON - 1 P.M. (15-minute morning and afternoon breaks) 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 must accompany your registration. Applicable state and local sales taxes are also required in certain states. REGISTER TODAY: If you cancel your reservation more than five business days prior to the conference date for which you have registered, Wolter Kluwer Financial Services will issue you a credit for the conference fee (less $35 for processing) which can be applied toward your purchase of any Wolter 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 in 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 event, please contact us; we'll 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, Wolter Kluwer Financial Services reserves the right to videotape and/or photograph these conferences with the option of using the images for future projects. Wolter 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 and Locations in Illinois: Mt. Vernon - 5/11 Mt. Vernon - 5/12 Oak Lawn - 5/13 Holiday Inn Holiday Inn Hilton Oak Lawn 222 Potomac Rd. 222 Potomac Rd. 9333 S. Cicero Avenue 618/244-7100 618/244-7100 708/425-7800 *Springfield - 5/18 Springfield - 5/19 Rockford - 5/20 Pres Abe Lincoln Hotel Pres Abe Lincoln Hotel Radisson Hotel 701 E. Adams Street 701 E. Adams Street 701 E. Adams Street 217/544-8800 217-544-8800 815/226-2100 *Schaumburg - 6/9 Embassy Suites 1939 N. Meacham Road 847/397-1313 * = Basic Seminar _________________________________________________________________________ Expand Your IRA Knowledge Stay informed on the most relevant topics and challenging aspects of IRAs. Our experts will walk you through the complex rules governing IRAs, from basic IRA education to required minimum distribution rules and recent IRA legislation. You will be equipped with the knowledge to confidently respond to your account owners and quickly become their trusted source of IRA expertise. We’ve taken our popular IRA seminar series and made it available in both a live and on-demand format. With “Just the Basics,” you will learn IRA fundamentals and be prepared to help your account owners understand the advantages this retirement account offers. The “More Than the Basics” expands further into intermediate and more advanced IRA topics, and includes a discussion on health savings accounts (HSAs). These webinars will help you: Each seminar is divided into multiple sessions giving you the flexibility to attend all or to choose only those that will benefit you the most. Cost for each session of “Just the Basics” is $199 Live/$219 On-Demand. Cost for each session of “More Than the Basics” is $169 Live/$189 On-Demand. See pricing details below. You will need to register separately for each session you wish to attend. Test your system before purchase. Just the Basics: Part 1 (100-Minute Session) This webinar would cover similar content to that contained in our IRA Jump Start—An Introduction to IRAs webinar. Live Webinar Dates & Times May 18, 2010—11 AM – 12:40 PM CT June 15, 2010—11 AM – 12:40 PM CT Cost is $199 per connection per session for an unlimited number of listeners using one phone line and the optional Internet connection at the same office address. On-Demand Webinar: Estimated availability—May 14, 2010 Check back to register for this on-demand webinar. Once registered, your financial organization will receive unlimited access to the webinar for 30 days. Cost is $219. Just the Basics: Part 2 (90-Minute Session) Live Webinar Dates & Times May 20, 2010—11 AM – 12:30 PM CT June 18, 2010—11 AM – 12:30 PM CT Cost is $199 per connection per session for an unlimited number of listeners using one phone line and the optional Internet connection at the same office address. On-Demand Webinar: Estimated availability—May 14, 2010 Check back to register for this on-demand webinar. Once registered, your financial organization will receive unlimited access to the webinar for 30 days. Cost is $219. More Than the Basics: Part 1 (90-Minute Session) Live Webinar Dates & Times May 11, 2010—11 AM – 12:30 PM CT June 8, 2010—11 AM – 12:30 PM CT Cost is $169 per connection per session for an unlimited number of listeners using one phone line and the optional Internet connection at the same office address. On-Demand Webinar: Estimated availability—May 14, 2010 Check back to register for this on-demand webinar. Once registered, your financial organization will receive unlimited access to the webinar for 30 days. Cost is $189. More Than the Basics: Part 2 (90-Minute Session) Live Webinar Dates & Times May 13, 2010—11 AM – 12:30 PM CT June 10, 2010—11 AM – 12:30 PM CT Cost is $169 per connection per session for an unlimited number of listeners using one phone line and the optional Internet connection at the same office address. On-Demand Webinar: Estimated availability—May 14, 2010 Check back to register for this on-demand webinar. Once registered, your financial organization will receive unlimited access to the webinar for 30 days. Cost is $189. More Than the Basics: Part 3 (90-Minute Session) Live Webinar Dates & Times May 25, 2010—11 AM – 12:30 PM CT June 22, 2010—11 AM – 12:30 PM CT Cost is $169 per connection per session for an unlimited number of listeners using one phone line and the optional Internet connection at the same office address. On-Demand Webinar: Estimated availability—May 14, 2010 Check back to register for this on-demand webinar. Once registered, your financial organization will receive unlimited access to the webinar for 30 days. Cost is $189. More Than the Basics: Part 4 (75-Minute Session) This webinar would cover similar content to that contained in our Advanced Health Savings Accounts webinar. Live Webinar Dates & Times May 27, 2010—11 AM – 12:15 PM CT June 24, 2010—11 AM – 12:15 PM CT Cost is $169 per connection per session for an unlimited number of listeners using one phone line and the optional Internet connection at the same office address. On-Demand Webinar: Estimated availability—May 14, 2010 Check back to register for this on-demand webinar. Once registered, your financial organization will receive unlimited access to the webinar for 30 days. Cost is $189. _______________________________________________________________________ REGISTER FOR THE SESSION THAT WORKS FOR YOU We’ve scheduled seven different sessions, each in a different month during the IRA season, to help you select a date that works best with your busy schedule. And, to make the sessions even more convenient, we’ve scheduled them in the middle of each month and week to avoid the hectic deadlines at the beginning and end of your week and month.
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