HomeHot TopicsIRA TrainingIRA Training Manual Order

 

 

Please refer to your State Banking Association Website for the latest on the Spring and Fall IRA Training Schedule regarding virtual vs. live training.

 


 

2021 IRA TRAININGSCHEDULE- All 2021 Seminars and Webinars will contain the latest information on the SECURE and CARES Act effective 2020

 

(Dates and Locations are subject to change.  Please check with your association.)
 

WEBINAR - OnCourse Learning

January 20- Bank Webinar - IRA                        (Click on the OnCourse Bank Webinars Link below)
January 21 - CU Webinar - IRA                          (Click on the OnCourse Credit Union Link below)
You may also try to register through your association website.

 

 

TEXAS BANKERS ASSOCIATION  1.5 Days Virtual  

January 26-27 IRA Basic and Advanced 

For Registration Information Click On the Texas Bankers Association Link Below

 

WEST VIRGINIA BANKERS ASSOCIATION 2 days Virtual

February 2 - IRA Basic
February 3 - IRA Advanced  

For Registration Information Click On the West Virginia Bankers Association Link Below


FLORIDA BANKERS ASSOCIATION - 1.5 days Orlando (Live)

February 4-5 IRA Basic and Advanced

For Registration Information Click On the Florida Bankers Association Link Below

 

GEORGIA BANKERS ASSOCIATION - 1.5 Days Virtual


February 9-10 IRA Basic and Advanced 
For Registration Information Click On the Georgia Bankers Association Link Below

ARKANSAS BANKERS ASSOCIATION -1 day Virtual

February 11 - IRA Basic     
For Registration Information Click On the Arkansas Bankers Association Link Below

KANSAS BANKERS ASSOCIATION - 2 days Virtual

February 17 - IRA Basic
February 18 - IRA Advanced  
For Registration Information Click On The Kansas Bankers Association Link Below

 

MONTANA BANKERS ASSOCIATION 

February 23 - IRA Basic Day 1 - Billings
February 24 - IRA Advanced Day 2 - Billings
For Registration Information Click On the Montana Bankers Association Link Below


WEBINAR - OnCourse Learning

February 25 - Bank Webinar - Health Savings Accounts (Click On the OnCourse Bank Webinars Link Below) 

February 26 - CU Webinar - Health Savings Accounts (Click On the OnCourse Credit Union Webinars Link Below)   

 

INDIANA BANKERS ASSOCIATION - 2 day Virtual

March 3 - IRA Basic
March 4 - IRA Advanced 
For Registration Information Click On the Indiana Bankers Association Link Below

 

ALABAMA BANKERS ASSOCIATION - 2 day Live

March 9 - IRA Basic - Prattville
March 10 - IRA Advanced - Prattville
For Registration Information Click On the Alabama Bankers Association Link Below


WEBINAR - OnCourse Learning

March 25 - Bank Webinar - IRS Reporting for IRAs  (Click on the OnCourse Bank Webinars Link Below)

March 26-  CU Webinar - IRS Reporting for IRAs (Click on the OnCourse Credit Union Webinars Link Below)

 

TENNESSEE BANKERS ASOCIATION  - 2 day Live

March 29 - IRA Basic - Jackson
March 30 - IRA Advanced Jackson
March 31 - IRA Basic - Nashville
April 1 - IRA Advanced - Nashville
For Registration Information Click On the Tennessee Bankers Association Link Below


WEBINAR - OnCourse Learning

April 6 - CU Webinar              (Click On the OnCourse Bank Webinars Link Below)
April 7 - Bank Webinar           (Click On the OnCourse Bank Webinars Link Below)


MISSISSIPPI BANKERS ASSOCIATION - Virtual


May 18 - IRA Basic  9-12 
May 19 - IRA Intermediate 9-12 
May 20 - IRA Advanced 9-12
 


For Registration Information Click On The Mississippi Bankers Association Link Below

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LIVE STREAMING IRA SEMINAR - OnCourse Learning  

August 24 IRA Basic Live Streaming  
August 25 - IRA Advanced Live Streaming
(Click on OnCourse Link Below)

WEBINAR - OnCourse Learning

September 1 - CU Webinar     IRA Basic Part I     (Click On OnCourse Credit Union Webinars Below)
September 2 - Bank Webinar  IRA Basic Part I     (Click On OnCourse Bank Webinars Below)

 
MONTANA BANKERS ASSOCIATION -

September 8 - IRA Basic Day 1 - Missoula
September 9 - IRA Advanced Day 2 - Missoula
For Registration Information Click On The Montana Bankers Association Link Below 

 

WEBINAR - OnCourse Learning

Sep 10 - CU  Webinar - IRA  Part 2  Rollovers and Transfers       (Click on the OnCourse Credit Union Webinars Link below)


 
PROBANK AUSTIN  
  

To Be Determined

For Registration Information Click On The ProBank Link Below

WEBINAR - OnCourse Learning

Sep 16 - Bank Webinar - IRA  Part 2 Rollovers and Transfers        (Click on the OnCourse Bank Webinars Link below)

 

ARKANSAS BANKERS ASSOCIATION
   

September 28 - Trust School
September 29 - IRA Basic Day 1 
September 30 - IRA Advanced Day 2
For Registration Information Click On The Arkansas Bankers Association Link Below


WEBINAR - OnCourse Learning

October 1 - CU Webinar  IRA Part 3 - Distributions and Beneficiaries  (Click On the OnCourse Credit Union Webinars Below) 

 

TENNESSEE BANKERS ASSOCIATION  

October 5 - IRA Basic Day 1 -Knoxville  
October 6 - IRA Advanced Day 2 - Knoxville
October 7 - IRA Basic Day 1 - Nashville
October 8 - IRA Advanced Day 2 - Nashville
For Registration Information Click On the Tennessee Bankers Association Link Below
 
 

WYOMING BANKERS ASSOCIATION  

October 13 - IRA Basic 
October 14 - IRA Advanced  
For Registration Information Click On the Wyoming Bankers Association Link Below

 
INDIANA BANKERS ASSOCIATION  

October 19 - IRA Basic Day 1
October 20 - IRA Advanced Day 2
For Registration Information Click On the Indiana Bankers Association Link Below

WEBINAR - OnCourse Learning  

October 15 - Bank Webinar   IRA Part 3 Distributions and Beneficiaries        (Click on the OnCourse Bank Webinars Link below)
October 22 - CU Webinar      IRA Part 4 IRA Audit                                         (Click on the OnCourse Credit Union Webinars Link below)
October 28 - Bank Webinar   IRA Part 4 IRA Audit                                         (Click on the OnCourse Bank Webinars Link below)


OKLAHOMA BANKERS ASSOCIATION 

November 2 - IRA Basic - Tulsa
November 3 - IRA Advanced - Tulsa
November 4 - IRA Basic - OKC
November 5 - IRA Advanced - OKC 
For Registration Information Click On the Oklahoma Bankers Association Link Below


KANSAS BANKERS ASSOCIATION 

November 15 - IRA  
November 16 - IRA       
November 17 - IRA 
November 18 - IRA
November 19 - IRA  
For Registration Information Click On The Kansas Bankers Association Link Below

 

  

Alabama Bankers Association

Arkansas Bankers Association

OnCourse Bank Webinars (formerly TTS)

OnCourse Credit Union Webinars (formerly TTS)

Georgia Bankers Association

Florida Bankers Association

Indiana Bankers Association

Kansas Bankers Association

Mississippi Bankers Association

Montana Bankers Association

Oklahoma Bankers Association

ProBank Austin

Tennessee Bankers Association

Texas Bankers Association

Utah Bankers Association

West Virginia Bankers Association

Wyoming Bankers Association