South Carolina Credit Union League

2008 Seminars

IRA Essentials - Day One

March 19, 2008
Greensboro, NC
9:00 a.m. – 4:30 p.m. Local Time
Tuition: $199
Credit unions under $10 million in assets receive a 25% discount. Please call or e-mail for more information.

NEW ACH PAYMENT OPTION

You can now select ACH Debit on your registration form to pay directly out of your account. CUNA member access is required. Request web access today.

SEMINAR OVERVIEW

The IRA Workshop: Essentials 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.

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

TOPICS & OBJECTIVES

IRA Fundamentals

Understand the importance of retirement savings to your members and your credit union
Identify the differences between traditional and Roth IRAs
Know the process for establishing an IRA

Contributions

Learn about contribution limits and deadlines
Identify the eligibility requirements for traditional and Roth IRA contributions

Distributions

Discuss the process for removing funds from traditional and Roth IRAs
Identify IRS penalties and their exceptions
Learn when it's necessary to withhold income taxes

Transfers and Rollovers

Identify the differences between a rollover and a direct transfer
Know what to do when the money comes from a qualified retirement plan instead of an IRA

Tax Reporting

Review the basic tax reports that IRA owners receive, such as forms 5498 and 1099-R

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.

Affiliation with CUNA/League is required for attendance.

LOCATION
NORTH CAROLINA CREDIT UNION LEAGUE
4160 Piedmont Pkwy.
Greensboro, NC 27410-8109
Phone: (800)822-8859
Fax: (336)299-7845
Click here for driving directions.

LODGING DETAIL
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

INSTRUCTORS
Fred Volkman
Fred Volkman develops and delivers IRA training to meet the needs of credit unions and leagues for CUNA Mutual Group. Fred is also the project manager for compliance and operational eLearning where he oversees webinars for credit union staff.

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

CANCELLATIONS
The last day for cancellations was March 11, 2008. 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.