218-831-1858

New Manuals

We now offer two easy reference/training manuals to help employees in your bank or financial institution find answers quickly and easily.

1. A Real World Desktop Manual for IRA Procedures

bullet Manuals are easy to understand.

bullet Incorporate your vendors IRA forms.

bullet Each chapter summarizes each step to complete the IRA procedure.

bullet Most comprehensive IRA seminar manual on the market today.

bullet Manuals are updated January 1 and September 1 of each year.

2. A Guide to IRA Reporting and Compliance

Order your manuals now.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Seminar / Specialized IRA Services Schedule

September, 2018

Sept 4 Brookings, SD BankStar Financial
Sept 12 Brainerd, MN American National
Sept 13 Alexandria, MN American National
Sept 18 Cape Girardeau MBA
Sept 19 Columbia, MO MBA
Sept 20 Springfield, MO MBA
Sept 22 Grandin, MO Bank of Grandin

October, 2018

Oct 1 Norwalk, IA City State Bank & Trust
Oct 2 Des Moines, IA META Bank
Oct 2 Sioux Falls, SD First Priemier
Oct 3 Sioux Falls, SD First Priemier
Oct 3 IDA Grove, IA United Bank of IA
Oct 4 Sioux Falls, SD META Bank
Oct 4 Sioux Falls, SD Cor Trust
Oct 5 Sioux Falls, SD Cor Trust
Oct 10 Hutchinson, KS First National
Oct 12 Martha's Vineyard, MA Martha's Savings
Oct 16 Sioux Falls, SD First Bank & Trust
Oct 17 Sioux Falls, SD First Bank & Trust
Oct 18 New Prague, MN First Bank & Trust
Oct 18 Sioux Falls, SD SDBA
Oct 19 Cambridge, MN First Bank & Trust
Oct 23 Cape Girardeau, MO MBA
Oct 24 Columbia, MO MBA
Oct 25 Springfield, MO MBA
Oct 27 Poplar Bluff, MO Sterling Bank
Oct 30 Pierre, SD Bank West
Oct 31 Pierre, SD Bank West

November, 2018

Nov 1 Pierre, SD Bank West
Nov 6 Farmington, MO First State Community
Nov 7 Farmington, MO First State Community
Nov 13 Forest City, IA Iowa Banks
Nov 14 Forest City, IA Iowa Banks
Nov 14 Ida Grove, IA United Bank of IA
Nov 15 Ida Grove, IA United Bank of IA
Nov 27 Livingston, TX First National
Nov 28 Livingston, TX First National
Nov 29 Livingston, TX First National
Nov 30 Livingston, TX First National

December, 2018

Dec 3 Grand Rapids, MN American Bank of North
Dec 4 Grand Rapids, MN American Bank of North
Dec 11 Cape Girardeau, MO MBA
Dec 12 Columbia, MO MBA
Dec 13 Springfield, MO MBA
Dec 14 Sioux Falls, SD SDBA
Dec 18 Detroit Lakes, MN Midwest Bank
Dec 19 Detroit Lakes, MN Midwest Bank

January, 2019

Jan 8 Edwardsville, IL Bank of Edwardsville
Jan 9 Edwardsville, IL Carrolton Bank
Jan 10 St. Louis, MO Carrolton Bank
Jan 17 Sioux Falls, SD Dacota Bank
Jan 20 San Diego, CA Banner Banks
Jan 21 Los Angeles, CA Banner Banks
Jan 22 Sacremento, CA Banner Banks
Jan 23 Eugene, OR Banner Banks
Jan 24 Boise, ID Banner Banks
Jan 27 Kennevech, WA Banner Banks
Jan 28 Spokane, WA Banner Banks
Jan 29 Spokane, WA Banner Banks
Jan 30 Seattle, WA Banner Banks
Jan 31 Seattle, WA Banner Banks

February, 2019

Feb 12 Cape Girardeau, MO MBA
Feb 13 Columbia, MO MBA
Feb 14 Springfield, MO MBA
Feb 19 Fairmont, MN Profidium
Feb 20 Sioux Falls, SD Dacota Bank
Feb 21 Sioux Falls, SD SDBA

April, 2019

April 23 Cape Girardeau, MO MBA
April 24 Columbia, MO MBA
April 25 Springfield, MO MBA

 

IRA Schools

We also offer IRA Schools. Click IRA School Schedule to view our upcoming schedule. For information on attending any of these schools please contact us.