The super structure: using AI and smart technology to meet regulatory demands for a robust regulatory change framework

This podcast goes over how current rules, including the SECURE Act and the CARES Act, impact IRAs. As the baby boomers reach retirement age, small banks will see an increase in IRA portfolio balances and should be prepared to serve as IRA trustees.

For more than a decade, leaders in financial services have looked to Wolters Kluwer for insightful details regarding the Top Ten Most Challenging Corporate Actions of the prior year. Watch a pre-recorded webinar at your convenience.

This podcast you’ll hear the latest regulatory guidance, best practices to help identify financial abuse, and find out what steps you can take to help slow the growth of elder financial exploitation.

Is your financial institution missing an opportunity to serve the community and serve soldiers? Listen to the podcast now.