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IRA Workshops: Essentials & Advanced -- DO NOT USE

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October 15–16, 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 builds a solid foundation of IRA knowledge. You'll develop the skills and knowledge to work with IRA owners and process basic transactions with confidence. Exercises are included throughout the day to help you apply the information to job-related situations. No previous IRA knowledge is required.

  • The Advanced IRA Issues Workshop addresses more complex IRA issues. You'll learn how to handle traditional to Roth conversions, required minimum distributions, and recharacterizations. You'll get hands-on practice with challenging IRA transactions.


Can't attend the complete program? Customize your training by choosing the day(s) you want to attend for just $199.00 per day.
 

 

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.

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) before the end of business on October 7, 2008 are eligible for a refund of the amount paid minus a $50 administrative fee. No refunds will be granted for cancellation requests received after October 7, 2008. 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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