Learn the basics and advanced of IRA this fall as Leagues host virtual training workshops
Thursday, August 13, 2020
The League of Southeastern Credit Unions and Mississippi Credit Union Association in partnership with Ascensus are providing opportunities this fall for an Essentials and Advanced Virtual IRA Workshop. Setup as a two-day program, these virtual
trainings allow for safe and convenient participation during this unprecedented time. The interactive workshops will be led by live instructors with opportunities to pose questions and have discussion.
Retirement finances are important to credit union members. Staying informed about IRA policies is imperative for staff who work with members to secure and maintain IRAs in any capacity. Whether you are new to working with IRAs or an experienced finance
professional, staying up to date on IRAs is exceptionally beneficial for your credit union and its members.
“This was my first step with any IRA training. I learned so much as a ‘newbie.’ I was very impressed and recommend this training to new and current employees.” - Atlanta Postal CU Employee, $2.2. Billion Asset CU
Who Should Attend?
This training opportunity is ideal for IRA administrators, personal bankers, compliance specialists, and member services personnel.
Upcoming Dates & Details
September 22-23, 2020
Ascensus IRA Essentials, September 22
Ascensus IRA Advanced, September 23
9:00 a.m. - 4:00 p.m. each day
Hosted by League of Southeastern Credit Unions
October 20-21, 2020
Ascensus IRA Essentials, October 20
Ascensus IRA Advanced, October 21
9:30 a.m. - 4:30 p.m. each day
Hosted by Mississippi Credit Union Association
Note: Registrants have the option to attend one or both training days. Cost is $219 per person, per session/day or $425 per person, if attending both days.