Events

Join us on March 14, for the first E3 Retreat of 2025 where we will continue charting your elite path ahead and setting you up with the tools you’ll need to make the journey. Please refer to your Midwestern Beacon for additional information.

 

Midwestern Securities Partner Only Event

Join Midwestern Securities Leadership and your elite peers online for a morning focused on your retail Wealth Management division. Please refer to your email for additional information.

 

Midwestern Securities Partner Only Event

Our exclusive Benefit Builder Workshop gives you the “secret sauce” to fully integrate the investment division into the institution to give customers a five-star experience. Through easy, actionable steps and relatable stories, we will teach leaders how to create a team culture built around benefiting the customers and community by working together. You will leave motivated to develop a proactive sales culture across the whole institution, from the tellers to the loan officers to the advisors and even the board of directors. For your convenience, we are offering two separate virtual sessions. This event is open to the public.

Plan participants may have a new ability to treat employer contributions as designated Roth contributions within 401(k), 403(b) or governmental 457(b) plans, in addition to their own deferrals. If the plan permits, participants may elect to treat their vested employer contributions as a designated Roth matching or nonelective contributions in the year the amounts are allocated to their accounts. This process offers a strategy to reduce future required minimum distributions and create additional tax-free Roth distributions. The course overviews the trade-offs and considerations when making decisions concerning designated Roth contribution opportunities.

CE Offered:

• “Investments & Wealth Institute® has accepted “Roth Employer Contributions: More Ways to Roth” for 1 hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications.”
• “CFP Board has accepted “Roth Employer Contributions: More Ways to Roth” for 1 hour of CE credit towards the CFP®  designation.”
• This program is valid for 1 PDCs toward SHRM-CP and SHRM-SCP recertification.

To be awarded the full credit hours, you must be present for the entire session, registering your attendance and departure in the webinar and answering all polling questions.

Participants will earn 1.0 CPE credit.  Program is free.