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IRA Basics
" If you have never worked with IRAs or need a refresher, this the program for you. "
Laura Wilson
Pegasus Educational Services, LLC
On-Site
Program Info
Speaker: Laura Wilson
Sponsor:
Program times: 5:30 PM to 8:30 PM
All times are local.
Price: $125.00
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Attendee Registration

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IRAs are are great source of stable, long-term deposits for the financial institution. This three hour evening format allows time to cover the basics of traditional and Roth IRAs without becoming overwhelming to the IRA novice. If you have never attended an IRA seminar, this is the place to start. If you have general knowledge of IRAs, but need a shot of confidence before IRA season cranks up, this program is for you.

Upon completion of the seminar you are able to answer the following questions.
• Who can have an IRA?
• What are the contribution limits?
• Who can make “catch-up contributions” and what are the limits?
• What are the rules for calculating distributions to participants?
• How are IRA beneficiaries determined?
• What are the options available for paying out to IRA beneficiaries?
• What are the differences between a Roth and a Traditional IRA?

This program is presented in plain language and attendees receive a detailed manual to use as a day-to-day reference tool.

Who should attend?
The seminar is designed as an introduction for employees new to the IRA area and as a refresher for those who only deal with them seasonally.

What to bring?
Attendees are asked to bring copies of their IRA documents for reference and review during the seminar.

Dates & Locations

Date Location Property Name Phone Map
Monday, November 5, 2012 Paducah, KY Courtyard by Marriott (270)442-3600 Map for this Location
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Tuesday, November 6, 2012 Madisonville, KY Hampton Inn and Suites (270) 825-2225 Map for this Location
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Wednesday, November 7, 2012 Bowling Green, KY WKU Conference Center (270) 745-1908 Map for this Location
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Thursday, November 8, 2012 Elizabethtown, KY Convention and Tourism Bureau (270) 765-2175 Map for this Location
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Tuesday, November 13, 2012 Morehead, KY Morehead Conference Center (606) 780-4342 Map for this Location
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Wednesday, November 14, 2012 Prestonsburg, KY Heritage House (606) 886-0001 Map for this Location
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Thursday, November 15, 2012 Somerset, KY The Center for Rural Development (606) 677-6000 Map for this Location
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Monday, November 19, 2012 Lexington, KY Embassy Suites (859) 455-5000 ‎ Map for this Location
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Attendee Info

Registration opens 30 minutes prior to the program.

Please bring a jacket or a sweater. Temperature is often difficult to control.

All attendees registered receive an email reminder three days prior to the program. For questions about registration click here or call 1-888-550-4555.

Meals and breaks : Light snack at registration.

Cancellations: Substitutions are always welcome. Paid registrants cancelling up to 7 days prior to the seminar receive full refunds. There are no adjustments for cancellations received after that date, including those that may be related to weather.  

Speaker Bio

Laura Wilson is a principal with Pegasus Educational Services, LLC. She is a gifted trainer who proves learning can be fun. Audiences routinely comment that her recollection of material content and sense of humor are unique among presenters on technical topics.

Her career in training on banking related issues began in 1987. At one time she served as the regulatory compliance trainer for a $3 billion savings bank. Later, she was a senior consultant and full-time trainer for a regional consulting firm for financial institutions.

She has served on the faculty of the OTS’ Level I Compliance School and the FDIC’s Bank Operations and Compliance School for examiners. In addition to presenting seminars for 17 state banking associations, she has been an instructor at compliance schools sponsored by the Iowa, Kentucky, Texas and Pennsylvania bankers associations. She is also a member of the American Society for Training and Development.