IRA & HSA Series 2018
IRA & HSA Series 2017
This twelve part series will touch on all of the aspects your financial institution faces in opening and closing IRAs and HSAs. Topics covered include basic information, updates and reviews of regulation changes, what to do when your account holder moves money or dies, auditing, reporting, compliance and tools for success. Each session can be purchased independently ($179) or the entire series can be purchased at the discounted rate of $1800.

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