Professional Development through partnership with CUNA

IRA Workshops: Essentials & Beyond Essentials

March 5–6, 2013
Raleigh, NC


Download the complete brochure

ABOUT THIS EVENT

Build your IRA knowledge and provide top-notch service to your credit union's members.

IRA Essentials: Day 1
IRA Essentials will provide attendees with a solid foundation of IRA knowledge. Attendees will leave this session able to work with IRA owners and process basic IRA transactions with confidence. Topics include:

Introduction to IRAs
Establishing an IRA
Funding
IRA Distribution
Portability
Reporting

IRA Beyond Essentials: Day 2
IRA Beyond Essentials is a more advanced workshop that builds on attendee's basic IRA knowledge to help them address some of the more complex IRA issues. Attendees participate in real-world credit union activities which allow them to immediately apply their learning to the real world. Topics Include:

IRA Benefits
IRA Tax Reporting and Withholding
IRA Transactions
Required Minimum Distributions
Processing an IRA Death Claim

Schedule:
8:30 - 9:00 a.m. Registration
9:00 a.m. - Noon Sessions
Noon - 1:00 p.m. Lunch
1:00 - 4:30 p.m. Sessions

Can't attend the complete program? Customize your training by choosing the day(s) you want to attend for just $229.00 per day.

LOCATION

IRA Workshops: Essentials & Beyond Essentials: March 5–6, 2013

IRA Workshop: Essentials: March 5, 2013

IRA Workshop: Beyond Essentials: March 6, 2013

QUORUM CENTER - NC CREDIT UNION LEAGUE
323 W Jones St
Raleigh, NC 27603-1590

LODGING DETAIL

Download directions and accommodation options near the Quorum Center.

CONTACT INFORMATION

For more program content information or to request a brochure call 800-356-9655, ext. 4053, or email mjohnson@cuna.coop. For registration questions, call 800-356-9655, ext. 4400, or e-mail reginfo@cuna.coop.

TUITION Registration Fee, Attendee: $369 per person Registration is $369 per attendee, $339 each for multiple attendees from your credit union, or $229 per attendee for a single-day session (multiple attendee discount only applies to full conference). To receive the multiple attendee discount, all registrations must be processed in the same order. Small CU Discounts: CUs under $10 million in assets receive a 25% discount by entering promotion code 0925CU on the "Complete Checkout" page. Only one discount applies. Affiliation with CUNA/League is required for attendance.
WHO SHOULD ATTEND This event is beneficial for those interested in learning the basics of Traditional and Roth IRAs as well as exploring more complex IRA topics.
INSTRUCTORS
CANCELLATIONS The last day for cancellations was February 25, 2013. Substitutions are accepted anytime prior to the start of the program at no additional cost. Simply fax event and contact information, listing the new participant and who they will be replacing. Cancellation fees do not apply for free or complimentary programs.

CONTACT INFORMATION For more program content information or to request a brochure call 800-356-9655, ext. 4053, or email mjohnson@cuna.coop. For registration questions, call 800-356-9655, ext. 4400, or e-mail reginfo@cuna.coop.

| Home | Instructors |