Professional Development
through partnership with CUNA
Education Home Event Calendar Product & Services FAQ

IRA Workshops: Essentials & Advanced IRAs
October 29-30, 2014 • Duluth, GA

Spend two full days developing the know-how and confidence to work with IRA owners, process basic IRA transactions and address more complex IRA issues. Led by IRA training consultant Fred Volkman, this program begins with the establishment and funding of an IRA, then moves on to more advanced questions in portability, reporting, withholding and more.

Learn more and register here.

Upcoming Events