P E N N S Y L V A N I A   B A N K E R S   A S S O C I A T I O N A Provider of AIB Products Retirement Planning
Course Description: Retirement Planning focuses on the types of retirement plans available, factors that impact various plans, and the importance of integrating retirement benefits with financial and estate planning. Activities offer an opportunity to apply guidelines that address the unique implications of retirement assets. Audience: This course is appropriate for Trust Officers who have already achieved a basic level of knowledge and expertise in the trust field. Learning Objectives: After successfully completing this program, you will be able to:   • Identify the differences between defined benefit plans and defined contribution plans   • Describe the characteristics of common qualified, nonqualified, and individual retirement plans   • Describe the use of trusts to fund nonqualified plan benefit obligations   • Identify the different forms of distribution required for different types of qualified retirement plans   • Explain the tax implications of retirement plans Course Credits: AIB: 0 ; ICB: 8.0 (CRSP, CTFA/PFI) ; CFP: 4.5 Duration: Approximately 4 hours Prerequisites: None Required Software: None Optional Software: Adobe Acrobat Reader and RealPlayer Cost: Members $160   •   NonMembers $215       Forms Page ... Registration ... Requests ... Withdrawal PBA Contact: Jackie Catalano • (717) 255-6939 • jCatalano@paBanker.com
This educational opportunity is brought to you by Pennsylvania Bankers Association