IRA Essentials & Advanced (Columbia, SC)
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A solid foundation of IRA knowledge for new and experienced participants

11/5/2014 to 11/6/2014
When: November 5-6, 2014
From 9 a.m. (Wed) until 4 p.m. (Thurs)
Where: Bateman Center
7440 Broad River Road
Columbia, SC  29063
United States
Presenter: Fred Volkman
Contact: Professional Development
800-235-4290, x 418 or x 419


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Summary:

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Join us for up to two days of training and updates on individual retirement accounts. IRA Essentials on Wednesday, November 5 is for those newer to the accounts and background. IRA Advanced on Thursday, November 6 provides additional detail for those who complete the first day or have some experience prior to training.

 


About the Presenter:

Fred Volkman, CIS, CIP, CISP, is a training consultant for Ascensus, Inc. He is responsible for conducting IRA training programs to meet the needs of financial institutions nation-wide. Fred is the project lead for the IRAdirect® Interact training site as well as IRA program and documentation assessments.  

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Cost:

$369 for first participant; $339 for additional participants from same credit union; $229 per person for single-day session


Accommodations:

Hyatt Place Columbia/Harbison (1130 Kinley Road, Irmo, SC 29063) has a special rate of $87 per night. To reserve a room, call 803-407-1560 and ask for the Carolinas Credit Union League corporate rate.

Contact Us

NORTH CAROLINA

323 W. Jones Street
Suite 200
Raleigh, NC 27603

800-822-8859 Phone
800-525-7087 Fax

SOUTH CAROLINA

7440 Broad River Road
Irmo, SC 29063

PO Box 1787
Columbia, SC 29202

800-822-8859 Phone
803-732-4268 Fax