Overview

Join us for a practical, in-depth 90-minute conversation designed to help professionals navigate the increasingly complex rules governing inherited IRAs. The webinar will address beneficiary classifications and explain how this impacts distribution requirements. Attendees will gain a clear understanding of available payout options available to each beneficiary type.

Topics will Include

  • Eligible designated beneficiaries such as spouses and minor children
  • Designated beneficiaries like adult children and other individuals
  • Non-person beneficiaries

We Will Discuss

  • Lump-sum distribution
  • Transfer and rollover options for spouse beneficiaries
  • Five-year rule
  • Ten-year rule
  • Life expectancy calculations

Format/Instructional Method: Group Internet Based
An online presentation and any additional supplemental materials, as applicable, will serve as the basis of the presentation. Ample time will be dedicated to taking questions from attendees. Be sure to submit your questions during the webinar, as we are unable to offer telephone or email support after the presentation.

Who Should Attend

The seminar is designed for employees in the IRA area and as a refresher for those who only deal with them seasonally.

Registration Fees

Attendees

  • $335 – Attend the Live Webinar
  • $435 – Attend the Live Webinar and Purchase One On-Demand License
  • $835 – Attend the Live Webinar and Purchase Five On-Demand Licenses
  • $335 – Purchase One On-Demand License
  • $735 – Purchase Five On-Demand Licenses

Each Additional Live Webinar Attendees: $295

Registration Policy: ProBank Education Services permits one participant per paid registration to access the program via a single internet connection at one physical location. Additional registrations are available at a discounted rate and may be registered online, by mail, or phone. Group viewings are not permitted. All unregistered participants will be invoiced. Please note we reserve the right to change speakers or reschedule/cancel seminars when necessary. 

On-Demand Purchase: When you purchase an on-demand webinar, you’ll receive secure login credentials to stream the recorded session and download accompanying materials from a separate email from no-reply-educationservices@us.forvismazars.com within 5-7 business days after the live webinar takes place. You’ll have 180 days to access the training at your own pace—making it easy to integrate professional development into your busy schedule.

When

Where

Questions?

November 9, 2026

  • 2:00 PM – 3:30 PM ET
  • 1:00 PM – 2:30 PM CT
  • 12:00 PM – 1:30 PM MT
  • 11:00 AM – 12:30 PM PT

Online

Contact registrareducationservices@us.forvismazars.com

800-523-4778 option 1

CE Information

A certificate of completion is available for each registrant. To obtain your certificate you must participate in the full duration of the program and enter all codewords given at random times. These items are required to receive your certificate. Please note each person must be a registered attendee to be eligible for credit.

CE Credits*

  • 1.8 CPE
  • 2.0 CRCM

Program Level

Basic

 

 

Prerequisite

Basic Knowledge of of IRAs

Delivery Method

Group Internet Based

Field of Study

Specialized Knowledge

Advanced Preparation

None

*ProBank Education Services seminars and webinars are approved by the National Association of State Boards of Accountancy (NASBA) for Continuing Professional Education (CPE) credit, and certain topics may be eligible for Certified Regulatory Compliance Manager (CRCM) and other ABA designations through the ABA Professional Certifications process.

ABA Professional Certifications is dedicated to promoting the highest standards of performance and ethics within the financial services industry. Certain programs have been approved for certification credits, such as the CRCM certification. This statement is not an endorsement of these programs or its sponsor. Certification holders must report these credits at aba.csod.com.

If you have concerns or would like information regarding program cancellation policies or CPE credit, contact us at registrareducationservices@us.forvismazars.com.

ProBank Education Services is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through the web site: www.nasbaregistry.org.