2024 SDBA IRA School

September 17-19, 2024

Best Western Plus Ramkota Hotel | 3200 Maple Street | Sioux Falls, SD

Register Online | Printable Registration & Details

The Secure Act impacts two main topics: RMDs and death distributions. The SDBA’s 2024 IRA School on  September 17-19, which will be offered in person in Sioux Falls, SD, will address these relevant changes. In addition, IRAs are one of the most complicated areas of bank personnel responsibility, and it is not possible to learn and understand everything. Continual education is necessary to ensure confidence. Working with IRAs is a process and must start with a strong foundation. This school can provide this foundation through a comprehensive curriculum.  

WHO SHOULD ATTEND

For new IRA and experienced staff, this program is the quickest, easiest and most comprehensive coverage of IRAs and HSAs. The school will cover new and current IRA material, and previous topics covered at the school will be expanded.

LOCATION

Ramkota Hotel 3200 W Maple Street Sioux Falls, SD 57107 School participants should contact Ramkota Hotel directly for hotel reservations at 605.336.0650. The special group rate of $115 plus tax, per room, per day, single or double occupancy is available. Be sure to state you are attending the South Dakota Bankers Association IRA School. A block of rooms is reserved for this school until  August 19, 2024. The availability of rooms cannot be guaranteed after this date. Early reservations are encouraged. 

ABOUT THE INSTRUCTOR

Matthew Dickinson has over 18 years in banking and retirement, and has held many titles within his career. Matt has worked for companies such as Ascensus, Merril Lynch, Wells Fargo, and Frandsen Bank and Trust. On a day-to- day basis, Matt helps financial institutions gain and maintain their knowledge base to manage their IRA portfolio. He works at a fast pace and can win clients and prospects over by how he operates—focusing on the consequences of not moving from the status quo. Matt wants to create a lifelong relationship with his customers and welcomes all questions and inquiries throughout the program.  

SCHEDULE

7:30—8:30 a.m.  Registration/Breakfast
8:30 a.m.—Noon Session
Noon—1 p.m.   Lunch Provided
1—4:45 p.m.   Session 

QUESTIONS

For questions, contact the SDBA at 605.224.1653 or [email protected]