ABOUT THIS EVENT
Staff training is a vital part of every successful IRA program. Whether you need to begin with the basics or expand your expertise, here's your opportunity to build IRA knowledge so you can provide top-notch service to your credit union's members.
IRA Essentials Workshop
This workshop builds a solid foundation of IRA knowledge. You'll develop the skills and knowledge to work with IRA owners and process basic transactions with confidence. The trainer will utilize real-world exercises to help participants apply information to job-related situations. This is a beginner's session; no previous IRA knowledge is assumed.
IRA Beyond Essentials
In the Beyond Essentials workshop, you'll get ready to handle more complex IRA issues. Discover how to address required minimum distributions, recharacterizations, and Roth conversions. The trainer will utilize real-world exercises to help participants apply information to job-related situations. Get hands-on practice in working with real-world IRA transactions. This is an advanced session; previous IRA knowledge is assumed.
Schedule for both days
8:30 - 9:00 a.m. Registration
Noon - 1:00 p.m. Lunch
9:00 a.m. - 4:30 p.m. Session
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