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IRA Workshop: Essentials
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IRA Workshop: Essentials

11/12/2013

When: November 12, 2013
9:00 a.m. - 4:30 p.m.
Where: Saluda Shoals Park River Center
5605 Bush River Rd
Columbia, SC  29212
United States

Details

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

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/SC0111213_fct.html.

 

*CUNA site login required

 
 
 

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