2026 WBA Advanced IRA Workshop – Fall

October 21, 2026

8:30 A.M. – 4:00 P.M.

WBA Office, 4721 S. Biltmore Lane OR Virutal

In-Person or Virtual Attendance Options Available!!

Advanced IRAs builds on the attendees’ basic IRA knowledge to address some of the more complex IRA issues that their financial organizations may handle. This is an advanced session; previous IRA knowledge is assumed. The instructor uses real-world exercises to help participants apply information to job-related situations.

You may choose to attend in person at the WBA office or participate via livestream. You’ll select your preference during registration.

Note: While we encourage in-person attendance for the best learning experience and networking opportunities, we understand that travel isn’t always possible. The virtual option provides a flexible alternative should you need it.

Materials: Workshop materials will be provided electronically. Please bring a laptop or tablet to access the materials during the workshop. If you prefer a hard copy, you’re welcome to print the materials ahead of time. Materials will be emailed to all registered attendees three business days prior to the workshop.

Course Topics May Include:

IRA Update:

• Explain recent changes affecting IRA owners
• Recognize how recent changes may affect your financial organization

Amending IRA Documents:

• Identify recent amendment guidance
• Define plan agreement and disclosure statement amendment procedures
• Describe a universal or “catch-all” amendment
• List the amendment need for mergers, acquisitions, and forms provider changes

Required Minimum Distributions:

• Calculate a required minimum distribution (RMD)
• Discuss the RMD rules
• Explain the RMD reporting requirements

Beneficiary Options:

• Describe beneficiary distribution options when an IRA owner dies on or after January 1, 2020
• Recognize the differences for the various beneficiary types

Advanced Portability:

• Summarize the restrictions on the movement between IRAs
• Describe a conversion
• Explain the effect of withholding on a conversaion
• Recognize the portability options available when moving assets from an employer-sponsored retirement plan to an IRA

Finding Answers to Commonly Asked IRA Questions:

• Review commonly asked IRA questions
• Learn about the resources available to find answers

Registration Information:

Fee: $275 per person, per session

Includes instruction, electronic materials, lunch buffet, and access to livestream recording for virtual attendees.

Virtual Access: The virtual option is also $275 per session and includes one livestream connection and recording access. Each virtual attendee must register separately to receive materials and verification of attendance.

Refund Policy: Cancellations received in writing by Tuesday, October 13, will be refunded minus a $25 administrative fee. Please submit your cancellation request to WBAEducation@wisbank.com.

Hotel Information: Visit www.wisbank.com/Hotels for a list of special rates available at hotels in the same business park as the WBA office.