SDBA 2020 IRA School - Sioux Falls
Tuesday, September 29, 2020, 8:00 AM to Friday, October 02, 2020, 5:00 PM CDT
Category: SDBA Events
SDBA 2020 IRA SchoolSeptember 29 - October 2, 2020
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Please Bring To Class | ||||
IRA Vendor Forms Plan Agreement Contribution Form Distribution Form Transfer Request Direct Rollover Request Rollover Certification 70.5 Election Form |
Waiver Form Beneficiary Plan Agreement Beneficiary Elections Beneficiary Distribution Form RMD Letter Withholding Reminder Notice |
(Includes school program, instruction materials, lunches and breaks.)
Full School (days 1 - 4): Member $1,000 per person / Nonmember $1,050 per person
Days 1 - 3 Only: Member $725 per person / Nonmember $775 per person
Day 4 Only: Member $275 per person / Nonmember $325 per person
(Includes school program and instruction materials.)
Full School (days 1 - 4): Member $900 per person / Nonmember $950 per person
Days 1 - 3 Only: Member $650 per person / Nonmember $700 per person
Day 4 Only: Member $250 per person / Nonmember $300 per person
7:00—8:00 a.m. Registration/Continental Breakfast
8:15—8:30 a.m. Welcome
8:30 a.m.—noon Session
Noon—1:00 p.m. Lunch Provided
1:00—4:45 p.m. Session
After teaching sales and marketing for 14 years at a community college, Mike Nelson started his own training company where he conducted insurance, real estate and securities training seminars. He currently develops financial training services for financial institutions nationwide.
The school will be held September 29—October 2, at:
Holiday Inn & Suites Sioux Falls Airport
2040 W. Russell St., Sioux Falls
Phone: 605.331.2040
If you require overnight lodging, contact the hotel to make your reservation by Aug. 29, at which time the block will be released. Ask for the SDBA rate of $124.
The health and well-being of our members is of utmost importance to the SDBA. Social distancing will be implemented at this event, and the use of masks is strongly recommended. We will continue to work closely with the South Dakota Department of Health and the Sioux Falls Health Department to monitor COVID numbers and will adjust accordingly should the need arise.
In addition to the school being held live in Sioux Falls, sessions will also be live-streamed and recorded to be watched at a later date. If you are not comfortable attending in person, simply choose to participate virtually, and you can attend from the comfort of your home or office. When registering for this event, select either attending live in-person or attending virtually.
This school has applied for continuing education credit from the South Dakota Division of Insurance. In order to comply with South Dakota Division of Insurance’s requirements for continuing education credits, we will be verifying attendance throughout the course of this training through visualization, polling and other methods.
This school has not been pre-approved for ICB CE credits. For ICB credits, visit https://aba.csod.com/client/aba/default.aspx.
Business casual is recommended for all sessions. Layered clothing is recommended for your comfort.
If you have any special requests, please contact Halley Lee at 605.224.1653 or [email protected] by Sept. 22.
For questions, contact Halley Lee with the SDBA at 605.224.1653 or [email protected] or school instructor, Mike Nelson, at 218.831.1858 or [email protected].