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We are excited to announce two fall virtual IRA trainings from Ascensus. IRA Essentials gives attendees a solid foundation of IRA knowledge. Exercises are included throughout the day to help participants apply information to job-related situations. Attendees will 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. Attendees should bring a hand-held calculator. Course topics may include:
- Introduction and Establishing IRAs
- IRA Funding
- IRA Distributions
- IRA Portability
Who should attend? You should attend this seminar if you need to learn the basics of traditional and Roth IRAs or want an updated, general refresher on IRA rules.
Fee: $209/$149 for CUs under $50 Million. $99 for additional attendees. $269.00 for associate members
Location: Virtual
Time: 9:00 am – 4:30 pm; Time allotted for lunch and breaks
Register
Please complete and submit the form below to register for this event. You will be placed on a waiting list if the number of attendees for your reservation is greater than the number of seats available.
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