Tuesday, November 03, 2009
| IRA Basics - Tele/Web Seminar |
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HIGHLIGHTS: • Review of product features and eligibility • Compare the traditional and Roth IRAs • Learn the difference between rollovers and transfers • Understanding the 70 ½ distributions, premature distributions • What happens at death and different beneficiary options • What you need to know about contracts, paperwork, and compliance • A basic understanding of IRS reporting For a complete seminar brochure, please contact the CBA office. Thank You |
| Be RESPA Ready - PBS Seminar - Kansas City, MO |
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HIGHLIGHTS: • Review of Coverage and Exemptions • “Required Use” of settlement service providers • “Average Charges” • Revised Servicing Disclosure Statement requirements • Limits on fees when providing a GFE • Required availability and binding nature of terms disclosed on the GFE • Tolerance limits applicable to fees disclosed on the GFE and HUD-1/1A • Issues associated with use of the new GFE, HUD-1 and HUD-1A forms • Revised disclosure of lender payments to mortgage brokers (Yield Spread Premiums) • Correction of errors and violations discovered on the HUD-1/1A after settlement • Identification of loans for which escrow accounts must be established • Rules regarding escrow account establishment and administration For a complete seminar brochure, please contact the CBA office. Thank You |