- Events
- Retail Banking / Consumer Lending
Calendar of Events
S Sun
M Mon
T Tue
W Wed
T Thu
F Fri
S Sat
0 events,
0 events,
1 event,
Basic and Advanced IRA–Fall Session
Loni Porta, senior member of Convergent Retirement Plan Solutions, LLC, will cover the basic and advanced aspects as an IRA custodian.Day 1, Basic:The first day of the seminar will include beginning knowledge of IRA terminology, proper IRA set-up and plan opening, qualifications and contribution limits for all IRA plan types, rollovers and transfers, and basic […]
1 event,
0 events,
0 events,
0 events,
0 events,
0 events,
0 events,
1 event,
Basic and Advanced IRA–Fall Session
Loni Porta, senior member of Convergent Retirement Plan Solutions, LLC, will cover the basic and advanced aspects as an IRA custodian. Day 1, Basic: The first day of the seminar will include beginning knowledge of IRA terminology, proper IRA set-up and plan opening, qualifications and contribution limits for all IRA plan types, rollovers and transfers, […]
1 event,
0 events,
0 events,
0 events,
0 events,
0 events,
1 event,
Opening New Accounts in Tennessee
Opening New Accounts in Tennessee
Whether because of the complexity or the lack of frequency, opening business accounts seems to create the most angst for many bankers. In this 3-hour virtual seminar, participants gain confidence and a clear understanding of the regulatory, compliance, documentation, and state law requirements for opening business accounts. With more than 40 years of experience, Suzie […]
0 events,
0 events,
0 events,
0 events,
0 events,
0 events,
0 events,
0 events,
0 events,
0 events,
0 events,
0 events,
0 events,
0 events,
0 events,
0 events,
0 events,
- There are no events on this day.
- There are no events on this day.
- There are no events on this day.
- There are no events on this day.
- There are no events on this day.
- There are no events on this day.
- There are no events on this day.
- There are no events on this day.
- There are no events on this day.
- There are no events on this day.
- There are no events on this day.
- There are no events on this day.
- There are no events on this day.
- There are no events on this day.
- There are no events on this day.
- There are no events on this day.
- There are no events on this day.
- There are no events on this day.
- There are no events on this day.
- There are no events on this day.
- There are no events on this day.
- There are no events on this day.
- There are no events on this day.
- There are no events on this day.
- There are no events on this day.
- There are no events on this day.
- There are no events on this day.
- There are no events on this day.
- There are no events on this day.
- There are no events on this day.