- Events
- Retail Banking / Consumer Lending
Calendar of Events
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Basic and Advanced IRA–Fall Session
Basic and Advanced IRA–Fall Session
Loni Porta 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 […]
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Opening New Accounts in Tennessee – An Evening Program
Opening New Accounts in Tennessee – An Evening Program
Participants in this three-hour evening program, held in four locations across the state, learn the requirements at onboarding and account opening that are governed by state law, federal regulation, or bank policy. Led by a new speaker this year, Matthew Dickinson of JM Consultants, LLC, the seminar emphasizes the impact of this critical function of […]
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Basic and Advanced IRA–Fall Session
Basic and Advanced IRA–Fall Session
Loni Porta 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 […]
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