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Financial Education Summit

IRA Workshop: Advanced IRA's (Duluth, GA)
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IRA Workshop: Advanced IRA's (Duluth, GA)

10/30/2013

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

Details

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

Advanced IRA's: Day 2
Advanced IRA's builds on attendee's basic IRA knowledge to help them address some of the more complex IRA issues. Attendees participate in real-world credit union activities which allow them to immediately apply their learning to the real world. Topics Include:

  • Amendment Issues
  • Resolving Contribution Issues
  • Advanced Portability
  • RMD and Beneficiary Issues
  • Withholding

Schedule:
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 http://training.sccul.org/on_site/GA0103013_fct.html.

 

*CUNA site login required

 
 
 

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