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, 2019

Sept 3 Brookings, SD BankStar Financial
Sept 4,5,6 Sioux Falls, SD SDBA (School)
Sept 10,11,12 Columbia, MO MBA (School)
Sept 10,11,12 Baton Rogue, LA LA Capital

October, 2019

Oct 1,2,3 Boston, MA MBA (School)
Oct 3 Des Moines, IA IDWA Trust
Oct 8 Storm Lake, IA META Bank
Oct 9-10 IDA Grove, IA UBI Bank
Oct 8,9,10 Pierre, SD Bankwest
Oct 15-16 Sioux Falls, SD Cortrust Bank
Oct 17 Sioux Falls, SD META Bank
Oct 17 Sioux Falls, SD SDBA
Oct 22 Rapid City, SD First Interstate Bank
Oct 23,24,25 Pierre, SD Bankwest
Oct 22 Cape Girardeau, MD MBA
Oct 23 Columbia, MO MBA
Oct 24 Springfield, MO MBA
Oct 29 Cresco, IA Cresco Savings

November, 2019

Nov 5-6 Poplar Bluff, MO Sterling Bank
Nov 12-13 Joplin, MO Southwest MO Bank
Nov 14 Kansas City, MO MO Bank Wealth
Nov 13-14 Kansas City, MO Citizens Bank
Nov 18 Brainerd, MN American National Bank
Nov 19 Alexandria, MN American National Bank
Nov 19 Ida Grove, IA UBI
Nov 20-21 Forest City, IA Iowa Bank Group
Nov 21 Kansas City, MO Citizens Bank

December, 2019

Dec 3,4,5,6 Livingston, TX First National Bank
Dec 5 Sioux Falls, SD SDBA
Dec 9-10 Grand Rapids, MN American Bank of North
Dec 11-12 Detroit Lakes, MN Midwest Bank
Dec 17-18 Aberdeen, SD Dacotah Bank

January, 2020

Jan 7-8 Abingdon, VA First Bank & Trust
Jan 27,28,29 Las Vegas, NV JM Consultants (School)

February, 2020

Feb 11 Cape Girardeau, MO MBA
Feb 12 Columbia, MO MBA
Feb 13 Springfield, MO MBA

March, 2020

March 5 Sioux Falls, SD SDBA

April, 2020

April 21 Cape Girardeau, MO MBA
April 22 Columbia, MO MBA
April 23 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.