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Stay Competitive in the Retirement Field

Live educational event for retirement professionals

About

This five-day course on Individual Retirement Accounts (IRAs) will be held during the week of October 23rd-27th, 2017 at the Rosen Plaza Hotel in Orlando. 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.

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

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

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 by The Entrust Group on-site on Friday, October 27th, the last day of the event. All attendees will receive a certificate of completion.

 A dedicated networking event on the first day will allow attendees to mingle with industry colleagues. In addition, attendees will have the opportunity to network during the complimentary breakfasts and lunches.

Continuing Education credits are available for the following designations under the American Bankers Association (ABA) and Institute of Certified Bankers (ICB):

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

You must meet prerequisites in order to qualify to take the CISP certification examination.
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Why Attend?

Retirement industry professionals, this is an event you can't miss!

Who Should Attend?

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

Stay Up-To-Date and Competitive

Enhance your knowledge to better service your clients by understanding:

  • Legal concepts
  • Current IRS rules
  • Features and benefits of your retirement plan offerings

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.  

Agenda

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

Want to See the Full Agenda?

 
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Course Topics Include (the agenda will be emailed to registrants prior to event): 

Background
  • Introduction to IRAs
  • IRA History and Guidance
  • IRA Establishment and Amendments
  • IRA Contributions
Portability
  • Transfers
  • Rollovers
  • Conversions
  • Recharacterizations
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)
Distributions
  • Traditional and Roth IRA Distribution Taxation and Withholding
  • Required Minimum Distributions
  • Beneficiary Options

IRA Based Employer Sponsored Plans
  • Simplified Employee Pension 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

Hosted at the Rosen Plaza Hotel in Orlando, Florida.

For Reservations call: 800-627-8258

Click Here for Online Reservations

 

 

Registration

IRA Academy Individual Price 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 Friday
check-mark-white.png Coffee Breaks
check-mark-white.png All Training Materials
check-mark-white.png Evening Networking Event

$995

*This price does not include the CISP exam fee

Early Bird - $795

Register before July 2nd 2017 for a discounted rate.

 

Group Discount

Save $150 when 2 or more people from the same company register.

Enter your details in the form below to submit a discounted group rate request.

Register Now

Questions About The Event or Group Rates? Contact Us Now

An Entrust representative will call during business hours, within 48 hours of completing this form.

Testimonials

purple-quotation-mark-1.png The IRA Academy is an excellent program!  I found it to be very structured and informative with a fantastic instructor who presented information well.  You get a complete understanding of INDIVIDUAL RETIREMENT ACCOUNTS.  It's a worthwhile opportunity that I would totally recommend.   - D. Williams, Class of 2016

An opportunity to look into the mind of an industry professional that’s seen it all. Very informative and engaging. - Ronnie B, Class of 2016

The IRA Academy was well worth my time.  The content was pertinent and relevant to my institution's current processes and procedures.  The instructor kept my attention with his knowledge, real life application and sense of humor. - D. Mullins, Class of 2016  purple-quotation-mark.png