Jan 13, 2026
Keeping up with IRA and HSA rule changes can be challenging, even for experienced professionals.
Constant regulatory updates, overlapping legacy provisions, and evolving compliance expectations make it easy to miss important details. This focused webinar explains the most significant IRA and HSA changes, highlights what is currently shifting, and helps you establish clear priorities for compliance and administration.
January 13, 2026
11:00am - 12:30pm EST
The IRA rules are always changing, but it's been some time since we've had to adapt to so many changes, so quickly, for so many aspects of IRA servicing and administration. It’s harder than ever to differentiate the current rules from legacy rules, and what applies when. We'll wade through the latest and most imminent issues IRA and HSA providers face, and prioritize your focus to help keep you in compliance and sane. We’ll talk through the amazing savings potential of health savings accounts, but address the very real challenges these accounts present.
KEY WEBINAR TAKEAWAYS:
This webinar is part of the 2026 IRA Series
Loni Porta
Convergent Retirement Plan Solutions, LLC
Loni Porta is the director of education at Convergent Retirement Plan Solutions and has been with the company since 2004. An industry leader in IRA, HSA, and retirement plan education, Loni plans, budgets for, and builds training and education products and solutions for financial organizations nationwide. An avid student of learning styles and adult learning principles, Loni incorporates her skills into Convergent’s training and education products and services.
She attended North Dakota State University in Fargo, ND, and came to Convergent after her tenure at Universal Pensions, Inc. (UPI), a nationally recognized retirement consulting and training firm in Minnesota. While at UPI, Loni helped design the industry’s first IRA-specific designation program (the American Bankers Association's Certified IRA Services Professional (CISP) program) and NAFCU’s Certified IRA Professional program.
WHO SHOULD ATTEND?
TAKE-AWAY TOOLKIT
NOTE: All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your institution is prohibited. Print materials may be copied for eligible participants only.
Live Webinar - $279
On-Demand Webinar - $279
Live + On-Demand - $379
Get the best of both and save when you Bundle the Live & On-Demand Webinar registration! This option includes all the items listed above.
**100% surcharge applied to non-members.
Katie Yates
Education Coordinator
o: 317-387-9380
d: 317-333-7162
kyates@indiana.bank