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Monday, September 16, 2019

IRA Series: Handling IRA Required Minimum Distributions & Roth Distributions

Start Date: 9/16/2019 1:00 PM MDT
End Date: 9/16/2019 2:30 PM MDT


Organization Name: Independent Bankers of Colorado

Contact:
Tara F. Hunter
Email: thunter@ibcbanks.org
Phone: 303-832-2000

IRA Series: Handling IRA Required Minimum Distributions & Roth Distributions
1:00 pm – 2:30 pm MT


Further details will be available 45 days prior to the webinar date.

Continuing Education: Attendance verification for CE credits upon request.
NOTE:  All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your financial institution is prohibited. Print materials may be copied for eligible participants only.
 
 

  MEET THE PRESENTER
Frank J. LaLoggia
LaLoggia Consulting, Inc.
Frank LaLoggia is the President of LaLoggia Consulting, Inc., Rochester, New York, 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 retirement plan seminars and training programs throughout the United States, including in-house IRA, HSA and employer retirement plan training sessions. With over 38 years’ experience in employee benefits, and always in demand, his client list is impressive. He has assisted many leading financial organizations in the pension and financial services industries. Frank has achieved the designation of Deferred Compensation Specialist through Northeastern Universities Center for Continuing Education and The National Retirement Plans Training Conference.