Sep 18, 2025
IRAs are an important service, but they require specialized knowledge.
This informative, practical program will address many aspects of IRAs, including terminology, red flags, missteps to avoid, and more. Attend this webinar to ensure you can answer accountholder questions and handle IRAs compliantly.
September 18, 2025
11:00am - 12:30pm EST
The IRA rules aren't difficult to apply, but they are "fussy." This webinar will discuss the basics, including the requirements to open an IRA, contribution eligibility and limits, and how money can move between IRAs and other plans. IRAs have to be opened properly or be vulnerable to fines. Owners need to adhere to the maximum contribution rules or be subject to penalties. IRA owners also have the unprecedented ability to move funds between tax-sheltered plans but may look to you to learn the most efficient ways of doing so. Are you ready? This nuts-and-bolts program will introduce relevant IRA terminology and jargon, help you recognize key transactional red flags, address common (avoidable) mistakes, and convey working know-how for common IRA transactions.
AFTER THIS WEBINAR YOU’LL BE ABLE TO:
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?
This informative session is designed for those directly interfacing with accountholders at the point of opening an IRA, contributing to an IRA, or hoping to move IRA funds into, or out of, your financial organization. It is also well-suited for those who are “checking” transaction paperwork in the back office and serving in compliance and approval capacities.
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 - $255
On-Demand Webinar - $255
Live + On-Demand - $375
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