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Whether you're new to IRAs or you've been working with them for years, here's an opportunity to refresh your knowledge and provide top-notch service to members.

The IRA Essentials Workshop will give you a solid foundation of IRA knowledge. Exercises are included throughout the day to help you apply information to job-related situations. You'll leave this session able to work with IRA owners and process basic IRA transactions with confidence. This is a beginner's session; no previous IRA knowledge is assumed.

The Advanced IRA Issues Workshop builds on your knowledge of IRA basics to help you address some of the more complex IRA issues you'll handle at the credit union. The trainers will use real-world exercises to help you apply information to job-related situations.

Please bring a handheld calculator.

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

Here are two nearby options for lodging. For special rates, mention the North Carolina Credit Union League.

Ashford Suites
3901 Sedgebrook Street
High Point, NC 27265
Phone: 877-502-9522
Room rate: $99

Holiday Inn Greensboro Airport
6426 Burnt Poplar Road
Greensboro, NC 27409
Phone: 336-668-0421
Room rate: $72

For more program content information or to request a brochure call 800-356-9655, ext. 4882, or email abollman@cuna.coop. For registration questions, call 800-356-9655, ext.4400 or e-mail reginfo@cuna.coop.

NEW ACH PAYMENT OPTION

TOPICS & OBJECTIVES

INSTRUCTORS

FREE PUBLICATIONS
Try one of these publications free when you register for this program!

• Credit Union Magazine (6 months free!)
• Directors Newsletter (6 months free!)

Find out more about these publications

For more program content information or to request a brochure call 800-356-9655, ext. 4882, or email abollman@cuna.coop. For registration questions, call 800-356-9655, ext.4400 or e-mail reginfo@cuna.coop.