Three Unique Summer Learning Sessions - Available OnDemand
These 2024 self-paced webinars provide clear and current information to help you serve your clients best.
IRA Basics
IRA Owner Dies - Now What?
New Roth SEP & Simple IRAs
Questions? Contact Julie Kiplinger at jkiplinger@ohiobankersleague.com.
Learn More & Register Here
Attention Retail Bankers! Save 10% on PMC's IRA Digital Reference Manual*
PMC’s Trending IRA Digital Reference Manual is the resource of choice for retirement account professionals, accountants and financial planners nationwide who rely on it daily for current information on IRAs, HSAs and ESAs.
- One low-cost 12-month subscription with 7x24 access via 3 unique I.P. devices
- Cloud-Based allowing access without having to download
- Frequently updated throughout the year ensuring the most up-to-date information is readily available
- Easy to navigate with search engine and cross-reference hyperlinks throughout
- Over 500 pages and 19 chapters
- Hundreds of charts and real-life examples, all cross-referenced to specific laws and related issues.
Only $285 per user annually. *Ohio Retail Bankers receive a special 10% discount on new subscriptions by referencing “OBL” when you subscribe! Plus, all new subscribers receive a FREE 12-month subscription to PMC’s IRA Insider newsletter ($139 value).
CLICK HERE for more information or to subscribe. Contact Julie Kiplinger at jkiplinger@ohiobankersleague.com with questions.