2026 IRA Series

Date:

Jan 13, 2026

Register

Unlock IRA & HSA mastery in 2026!

Join 90-minute webinars covering compliance, plan setup, rollovers, Roth & Traditional distributions, and beneficiary strategies. Streamline administration, avoid pitfalls, and deliver smarter customer service. Attend live or on-demand — purchase individually or grab the 6-for-5 series deal!

Agenda

January 13, 2026
11:00am - 12:30pm EST

2026 IRA & HSA Update: The Latest Trends

March 3, 2026
11:00am - 12:30pm EST

Beneficiary Payouts & Processes

May 5, 2026
11:00am - 12:30pm EST

IRA Plan Establishment

July 7, 2026
11:00am - 12:30pm EST

IRA Transfers, Rollovers & Conversions

September 21, 2026
11:00am - 12:30pm EST

Roth IRA Distributions

November 10, 2026
11:00am - 12:30pm EST

Traditional IRA Discretionary & Required Minimum Distributions

Topics

90-minute webinars – available live or on-demand

  • 2026 IRA & HSA Update: The Latest Trends
  • Beneficiary Payouts & Processes
  • IRA Plan Establishment
  • IRA Transfers, Rollovers & Conversions
  • Roth IRA Distributions
  • Traditional IRA Discretionary & Required Minimum Distributions
Speaker(s)

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.

Additional Information

Purchase webinars individually or buy the whole series to get one free!

Fees

Live Webinar - $1,395

  • Unlimited connections for your institution
  • Available on desktop, mobile & tablet
  • Take-away toolkit
  • Presenter’s contact info for questions

On-Demand Webinar - $1,395

  • Unlimited & shareable access starting two business days after live stream
  • Available on desktop, mobile & tablet devices 24/7
  • Take-away toolkit
  • Ability to download webinar video
  • Presenter's contact info for questions

Live + On-Demand - $1,895

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.

Association Contact

Katie Yates
Education Coordinator
o: 317-387-9380
d: 317-333-7162
kyates@indiana.bank