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IRA Workshop: Essentials (Duluth, GA)
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IRA Workshop: Essentials (Duluth, GA)


When: October 29, 2013
9:00 a.m. - 4:30 p.m.
Where: Duluth, GA  30097
United States


Build your IRA knowledge and provide top-notch service to your credit union's members.

IRA Essentials: Day 1
IRA Essentials will provide attendees with a solid foundation of IRA knowledge. Attendees will leave this session able to work with IRA owners and process basic IRA transactions with confidence. Topics include:

  • Introduction to IRAs
  • Establishing an IRA
  • Funding
  • IRA Distribution

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

*For details and registration, visit


*CUNA site login required


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