Professional Development through partnership with CUNA
IRA Workshop: Beyond Essentials
November 13, 2013
8:30 a.m. 4:30 p.m. Local Time
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.
Build your IRA knowledge and provide top-notch service to your credit union's members.
IRA Beyond Essentials: Day 2
Of related interest: IRA Workshop: Essentials
TOPICS & OBJECTIVES
IRA Tax Reporting and Withholding
Required Minimum Distributions (RMDs)
Processing an IRA Death Claim
For more program content information or to request a brochure call 800-356-9655, ext. 4053, or email email@example.com. For registration questions, call 800-356-9655, ext. 4400, or e-mail firstname.lastname@example.org.
Affiliation with CUNA/League is required for attendance.
Hyatt Place Columbia/Harbison
Fred Volkman, CIP
Fred is a training consultant for Ascensus, Inc., a division of Crump Group, Inc. He is responsible for developing and delivering IRA training programs on a national level to meet the needs of credit unions and leagues. Fred is also the project manager for compliance and operational eLearning. As such, he is responsible for overseeing new and existing webinars for credit union staff, including the development, design, implementation, assessment and maintenance of all courses. He is also the project manager for the IRAdirectÂ® training environment.
Cancellations received in writing (via fax 608-231-4327) before the end of business on November 5, 2013 are eligible for a refund of the amount paid minus a $50 administrative fee. No refunds will be granted for cancellation requests received after November 5, 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.