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IRA Workshops: Essentials & Advanced

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October 15–16, 2008
Atlanta, GA

Also available December 2–3, 2008

Also available as one-day seminar/s:
IRA Essentials - Day One
IRA Advanced: Day Two

ABOUT THIS EVENT

Whether you're new to IRAs or you've been working with them for years, here's an opportunity to refresh your knowledge and provide top-notch service to members.

The IRA Essentials Workshop will give you a solid foundation of IRA knowledge. Exercises are included throughout the day to help you apply information to job-related situations. You'll leave this session able to work with IRA owners and process basic IRA transactions with confidence. This is a beginner's session; no previous IRA knowledge is assumed.

The Advanced IRA Issues Workshop builds on your knowledge of IRA basics to help you address some of the more complex IRA issues you'll handle at the credit union. The trainers will use real-world exercises to help you apply information to job-related situations.

Please bring a handheld calculator.

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


Can't attend the complete program? Customize your training by choosing the day(s) you want to attend for just $199.00 per day.
 
LOCATION
IRA Workshops: Essentials & Advanced: October 15–16, 2008

HILTON ATLANTA AIRPORT
1031 Virginia Ave
Atlanta, GA 30354
Phone: (800)445-8667
Fax: (404)768-0185

 

For more program content information or to request a brochure call 800-356-9655, ext. 4882, or email abollman@cuna.coop. For registration questions, call 800-356-9655, ext.4400 or e-mail reginfo@cuna.coop.

 

TUITION
Registration Fee, Attendee: $349 per person

Credit unions under $10 million in assets receive a 25% discount. Please call or e-mail for more information.

NEW ACH PAYMENT OPTION

You can now select ACH Debit on your registration form to pay directly out of your account. CUNA member access is required. Request web access today.

Affiliation with CUNA/League is required for attendance.

INSTRUCTORS

FREE PUBLICATIONS
Try one of these publications free when you register for this program!

  • Credit Union Magazine (6 months free!)
  • Directors Newsletter (6 months free!)

Find out more about these publications
CANCELLATIONS
Cancellations received in writing (via fax 608-231-4327) seven or more days before the start of the program are eligible for a refund of the amount paid minus a $50 administrative fee. No refunds will be granted if cancellation is received six days or less before a program begins. Substitutions are accepted anytime prior to the start of the program at no additional cost. Simply fax event and contact information, listing the new participant and who they will be replacing. Cancellation fees do not apply for free or complimentary programs.
 

For more program content information or to request a brochure call 800-356-9655, ext. 4882, or email abollman@cuna.coop. For registration questions, call 800-356-9655, ext.4400 or e-mail reginfo@cuna.coop.

 



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