Q2 2024 Bank Performance Reports Now Available! The Bank Performance Report is a state-specific quarterly reporting service that ranks key indicators of banking performance. Download the order form here.
Registration is now open for the Balance Sheet Academy for Community Banks held Oct. 28-29 at The Peabody Memphis. The seminar is structured for more experienced investment managers, particularly those who have attended Bond Academy. Register here.
Fintel Connect Blog: What Should Your Marketing Compliance Tool Be Monitoring: Read it here.
Join our Endorsed Service Provider PMC for their In-Depth IRA Training this Fall. In New Jersey, the training will be held October 7-8 at the Best Western Plus in Pennsauken.
Topics covered include:
- Recent final regulations issued on Required Minimum Distributions to be covered in detail
- SECURE Act, SECURE 2.0 Act and IRS regulations affect lifetime distributions and death distribution rules
- Comprehensive review of all the need-to-know IRA rules applicable to new-hires and experienced staff
- 2024 COLAs that increased all IRA contribution limits
- Case studies of common real-life IRA situations
To learn more and register, click here.
