Understanding IRA's- Training Seminar

Individual Retirement Accounts Essentials

Date: Tuesday, October 23, 2012
Time: 9:30 AM - 4:30 PM
Location: Credit Union House

This program is designed for employees that deal with IRA’s, both the veteran or new employees.

Topics include:

• IRA’s - A Credit Unions Perspective
• Understanding the History of the Product
• A Major Change Since the Crash of 2007
• Types of IRA’s
• How Not to Get Overwhlemed with the Various Forms
• Why You Need A “Linus Security Blanket”
• The Key to Building One’s Confidence
• Leave With Documents to Make Your Job Easier When Dealing with IRA’s
• Three Required Documents
• Contributions, Distributions, Rollovers, and Transfers
• Penalties
• Basic Reporting
• The Art of Giving Advice Without Giving Advice
• The Most Important Number
• Eligibility Requirements
  
  Bring a set of your blank IRA forms, since they will be a part of the program. By the end of this hands-on program, you will have an understanding not only of the “nuts and bolts” of this product, but an improved confidence level. A confidence level which will allow you to effectively communicate and discuss IRA’s with members.
  
  Deadline to cancel or register: October 17, 2012
  Please note: if cancellation is not received by the deadline, you will be billed the registration fee.
  
  To view or print the registration form, click here.