BEGIN: VCALENDAR
VERSION: 2.1
BEGIN: VEVENT
DTSTART: 20121023T143000Z
DTEND: 20121023T213000Z
SUMMARY: Understanding IRA's- Training Seminar
LOCATION: Credit Union House
631 E Hill Street

Oklahoma City, Oklahoma
 - Credit Union Association of Oklahoma: http://www.oklahomacreditunions.coop
UID: 1094
DESCRIPTION;ENCODING=QUOTED-PRINTABLE: Individual Retirement Accounts EssentialsDate: Tuesday, October 23, 2012Time: 9:30 AM - 4:30 PMLocation: Credit Union House =0D=0A=0D=0A     631 E Hill Street =0D=0A=0D=0A     OKC, OK 73105 =0D=0A=0D=0AThis program is designed for employees that deal with IRA’s, both the veteran or new employees. Topics include: =0D=0A=0D=0A =0D=0A=0D=0A    IRA’s - A Credit Unions Perspective =0D=0A=0D=0A    Understanding the History of the Product =0D=0A=0D=0A    A Major Change Since the Crash of 2007 =0D=0A=0D=0A    Types of IRA’s =0D=0A=0D=0A    How Not to Get Overwhlemed with the Various Forms =0D=0A=0D=0A    Why You Need A “Linus Security Blanket” =0D=0A=0D=0A    The Key to Building One’s Confidence =0D=0A=0D=0A    Leave With Documents to Make Your Job Easier When Dealing with IRA’s =0D=0A=0D=0A    Three Required Documents =0D=0A=0D=0A    Contributions, Distributions, Rollovers, and Transfers =0D=0A=0D=0A    Penalties =0D=0A=0D=0A    Basic Reporting =0D=0A=0D=0A    The Art of Giving Advice Without Giving Advice =0D=0A=0D=0A    The Most Important Number =0D=0A=0D=0A    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, 2012Please note: if cancellation is not received by the deadline, you will be billed the registration fee. =0D=0A=0D=0A    To view or print the registration form, click here.  =0D=0A=0D=0A 
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