2022 IRA & HSA Update: Staying Compliant

2022 IRA & HSA Update: Staying Compliant 

Tuesday, January 18, 2022 
11:00 am – 12:30 pm Eastern

From recent legislation to trends to contribution limits, this important IRA and HSA update will provide all the vital information you need in a tidy package.  This dynamic webinar will also address pending legislation and the potential impact of changes on the horizon.

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

  • Appreciate the far-reaching effects of recently enacted legislation and pending tax bills; proposed tax bills include: 
    o Retirement reform (“SECURE 2.0”)
    o Build Back Better reconciliation 
    o Infrastructure 1.0  
  • Examine current HSA issues, trends, and contribution limits
  • Discuss traditional and Roth IRA contribution limits
  • Understand the latest IRA issues and trends

WEBINAR DETAILS 

The winds of change are once again in the air.  Comprehensive retirement plan legislation is pending.  As we start a new year, it is important to be aware of and understand how recent regulatory changes and proposed legislation will impact your IRA and HSA programs.  Join us for a lively discussion about the many implications of what is new and important in 2022 and beyond. 

WHO SHOULD ATTEND? 

This very timely webinar will provide individuals who have direct IRA owner contact, operational, compliance, or decision-making authority with the information needed to make informed decisions about IRA and HSA plans and programs.  It will also benefit individuals who hold insurance or securities licenses.

TAKE-AWAY TOOLKIT

  • Employee training log 
  • Interactive quiz

SPEAKER

Frank J. LaLoggia
LaLoggia Consulting, Inc.

Frank LaLoggia is the President of LaLoggia Consulting, Inc., a pension consulting firm that assists financial organizations with ongoing support in the creation, development, and marketing of their retirement plans offerings.

Frank coordinates and conducts pension seminars and training programs throughout the United States, including in-house IRA, HSA, and employer retirement plan training. With over 40 years of experience, he has assisted many leading financial organizations in the pension and financial services industries.

Attendance verification for CE credits provided upon request.

Webinar Sponsored by Financial Education & Development

If you are having issues with registering online, please contact CBAO's Education, Training & Special Events Coordinator, Patti Webb, (614) 610-1877.

Registration Options (Member/Non-Member Pricing)
Live Webinar ($345/$490) – The live webinar option allows you to have one internet connection from a single computer terminal. You may have as many people as you like listen and watch from your office computer. Registrants receive a website address and passcode that will allow entrance to the seminar. The session will be approximately 90 minutes, including question and answer sessions. Seminar materials, including instructions, passcode, and handouts will be emailed to you prior to the broadcast. You will need the most-current version of Adobe Reader available free at www.adobe.com.

Recorded Webinar + Free Digital Download ($265/$400)– Can’t attend the live webinar? This option provides a recording of the live event, including audio, visuals, and handouts. We even provide the presenter’s email address for follow-up questions. You will receive an email with the recorded webinar link, which can be viewed anytime 24/7, beginning 6 business days after the webinar. You will also receive instruction on how to download a free digital copy of the webinar to your PC, which you may keep and use indefinitely.

Additional Live Webinar Connections ($175/$260)  – Registering another banker from a different location

Both Live Webinar & Recorded webinar + Free Digital Download ($395/$600)– Includes Live Webinar and Recorded Webinar options above.

When
1/18/2022

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