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HP 12C Financial Calculator Class
12/9/2008
This course teaches the keystrokes necessary to help you evaluate the time value of money as a tool for more intelligent financial decision-making.
The class also serves as an excellent review for those professionals who are preparing for the CFP® Certification Examination!
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Required Minimum Distributions
11/20/2008
This valuable eSeminar will provide an in-depth understanding of Required Minimum Distribution rules and their practical application.
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Opening Accounts for Non-Resident Aliens
11/6/2008
This session is a cost-effective way to train all frontline personnel who open accounts and for both the lending and deposit side of the bank on regulations and best practices when dealing with accounts for non-resident aliens.
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Power of Attorney & Living Trust Documents
2/19/2009
This two hour presentation is designed to provide financial institution personnel with the legal and compliance guidance they need to know in order to work with these complex legal documents.
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Making a Smooth Transition to Office 2007
12/11/2008
Is it time to upgrade to Microsoft Office 2007? Making the transition doesn't have to be difficult, and you don't have to figure out the new interface on your own. This class is designed to help those who are already using an older version of the application make a smooth transition to Office 2007.
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Basic Cash Flow Analysis
2/3/2009
This course is designed to assist financial institution employees in calculating cash flow utilizing the Universal Cash Flow Analysis method (UCA), which is used often by financial institutions to determine the flow of cash into and out of a business entity.
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401k Meltdown: Easing Employee Fears, Communicating Stability
11/17/2008
The finanacial crisis on Wall Street has hit participants of defined contribution plans hard. In fact, according to recent estimates up to $2 trillion has been lost in the months preceeding October 2008. Discover how to ease your employee’s fears and regain their confidence by effectively comminucating your company’s strategy going forward.
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Health Savings Accounts
11/10/2008
This teleconference will explain the basic rules for eligibility, contributions and use of an HSA with a high deductible plan. It will also review current studies on whether HSAs are achieving the goal of reducing total health care costs through consumerism.
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Analyzing Financial Statements
11/13/2008
One of the more challenging aspects of lending is analyzing personal financial statements and tax returns. Make sure your employees have the necessary skills.
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How To Inexpensively Generate Publicity For Your Business
12/11/2008
With the current economic conditions, promoting your business effectively without spending much money is more important now that ever before! Want to learn how to promote your organization without breaking the bank? Tune in and learn how to inexpensively generate publicity for your business.
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Notary Public
2/12/2009
This two hour presentation is designed to provide financial institution personnel with the legal and compliance guidance they need to know in order to work with these complex legal documents.
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Plan Reporting and Disclosure
12/4/2008
How familiar are you with qualified retirement Plan Reporting and Disclosure?
This 100-minute interactive eSeminar will review the key features of these plans and help educate you on the facts!
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QDIA and 401(k) Disclosures
12/11/2008
With the inception of the Pension Protection Act of 2006, Congress created the qualified default investment alternative (QDIA) to promote the automatic enrollment plan.
This eSeminar covers the QDIA rules and the disclosure requirements created by PPA.
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