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October 22nd - 26th, 2018 | Hyatt Regency Hotel, Chicago IL

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About The Event

This five-day course on Individual Retirement Accounts (IRAs) will be held during the week of October 22nd-26th, 2018 at the Hyatt Regency Hotel in Chicago, IL. It will provide professionals with educational classes on IRAs and IRA-based employer-sponsored plans. This event is open to anyone who wants to stay competitive in the retirement field.

The course has been approved by the Institute of Certified Bankers (ICB) to prepare candidates for the Certified IRA Services Professional (CISP) exam, which will be proctored on-site on Friday, October 26th, the last day of the event. All attendees will receive a certificate of completion.

IRA Academy 2018 has been approved for the following continuing education (CE) credits:

  • Certified IRA Services Professional (CISP) - 29.75 credits
  • Certified Retirement Service Professional (CRSP) - 29.75 credits
  • Certified Trust and Financial Advisor (CTFA) - 29.75 credits

CTFAs are no longer required to break down and report their continuing education (CE) credit by knowledge area.

 

 

Monday to Thursday - Educational classes
8:30 am - 4:30 pm CST

Friday - CISP Exam
9:00 am - 12:00 pm CST. Only open to those who register for the exam.

Register Now

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Who Should Attend?

Retirement industry professionals, this is an event you can't miss! Do you want to achieve your CISP designation? Do you need to earn continuing education (CE) credits for CISP, CRSP, or CTFA? Or are you looking for in-depth, professional IRA training classes to further your career in the retirement field? The IRA Academy provides you with a professional setting that cannot be matched.

  • Financial advisors
  • Banking personnel
  • Trust officers
  • Self-directed IRA personnel
  • Brokerage firm representatives
  • CPAs
  • CFPs
  • Anyone in the retirement industry!
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CISP Exam

In order to qualify to take the CISP exam, professionals typically need to have 4 years of dedicated IRA operational or technical experience. However, The Entrust Group IRA Academy has been approved by the ICB which lowers the requirement of professional experience to just 2 years.

To check the eligibility requirements for the CISP exam, visit the ABA website here: http://www.aba.com/Training/ICB/Pages/CISP-Eligibility.aspx

You will need to submit your application to the Institute of Certified Bankers (ICB) at least 30 days prior to the exam date and pay a fee of $525 for the exam. The fee and application are processed directly with the ICB.  

The ICB will provide approval of your examination application.  

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Agenda

Every morning attendees will start the day with a complimentary breakfast and an opportunity to network with other financial professionals. 
Complimentary lunch and coffee breaks will also be provided.

Want to see the full event agenda?

Background
  • Introduction to IRAs
  • IRA History and Guidance
  • IRA Establishment and Amendments
  • IRA Contributions
Maintenance
  • IRA Reporting Requirements and Record Retention
  • Legal Issues
  • IRA Investments and Fees
  • Excess Contributions and Recharacterizations
  • Prohibited Transactions
  • Beneficiary Designations (Trust and Estate Issues)
Portability
  • Transfers
  • Rollovers
  • Conversions
  • Recharacterizations
Distributions
  • Traditional and Roth IRA Distribution Taxation and Withholding
  • Required Minimum Distributions
  • Beneficiary Options
IRA-Based Employer-Sponsored Plans
  • Simplified Employer-Sponsored Plans (SEPs)
  • Savings Incentive Match Plans (SIMPLE plans)

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Instructor

Instructor-John-Paul-Ruiz-QKA-and-CISP-photo.jpg

John Paul Ruiz, QKA and CISP
Director of Professional Development
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John Paul Ruiz brings to the team over 20 years of experience in the retirement and financial services industries. Before joining Entrust, he served as Vice President of Professional Development for Integrated Retirement Initiatives, LLC. John Paul has also gained valuable retirement plan insight from his roles at Ascensus, the IRA Institute, and American Bankers Association, among others. To complement his extensive career within the retirement and finance industries, John Paul holds QKA and CISP certifications. He joins the Entrust team to help us remain compliant with ERISA regulations and to offer valuable insights about the retirement industry so that we can better serve our clients.

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Location

Hyatt Regency Hotel
Chicago, IL

For reservations call (312) 565-1234 or click here.

hyatt

 

Register Now

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Pricing

The IRA Academy provides professional training at an unbeatable price and includes:

check-mark-white.png 4-day IRA Academy classes
check-mark-white.png Breakfast from Monday to Friday
check-mark-white.png Lunch from Monday to Thursday
check-mark-white.png Coffee Breaks
check-mark-white.png Evening Study Group
check-mark-white.png All Training Materials
check-mark Evening Networking Event

 

 

 
Early Bird - $795
Register before July 31st, 2018 for a discounted rate.
 
Late Registration - $995
Register after July 31st, 2018 for full price rate.
 
Group Discount*
Save $150 per person with you register 2 or more attendees from the same company.
*Group discount cannot be applied to Early Bird rate. Use discount code: GROUP18IRA

Questions About The Event or Group Rates? Contact Us Now

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Testimonials

Education has always been our passion. We have empowered investors for over 36 years and take pride in having the best self-directed IRA resources in the world. Three years ago we decided to take our educational efforts to the next level by launching the IRA Academy for financial professionals in the retirement space. The feedback from our attendees has been phenomenal and we look forward to hosting you in Chicago this year!