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VERSION: 2.1
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DTSTART: 20130207T160000Z
DTEND: 20130207T180000Z
SUMMARY: IRAs
LOCATION: Your Credit Union


Oklahoma City, Oklahoma
 - Credit Union Association of Oklahoma: http://www.oklahomacreditunions.coop
UID: 1129
DESCRIPTION;ENCODING=QUOTED-PRINTABLE:  Date: February 7, 2013 =0D=0A=0D=0ATime:  10:00 AM -12:00 PM CST =0D=0A=0D=0AAbout:  =0D=0A=0D=0AThis IRA telephone program is designed for those new to IRAs and is a great review for those who have been in the business for a while.  It addresses the purpose of IRAs, the role IRAs play in a member’s retirement strategy and different types of IRAs and their eligibility requirements.  This seminar includes some information on distributions and death distributions.  Seminar attendees will leave with less apprehension about their responsibilities and compliance issues for opening IRAs at their credit union. =0D=0A=0D=0A =0D=0A=0D=0AWhat you will learn: =0D=0A=0D=0A    - Product review =0D=0A=0D=0A    - Rollovers and Transfers  =0D=0A=0D=0A    - Basics on Premature Distributions =0D=0A=0D=0A    - Basics on 70 ½ Distributions =0D=0A=0D=0A    - Inherited IRAs  =0D=0A=0D=0A    - Compliance  =0D=0A=0D=0A    - Reporting  =0D=0A=0D=0A =0D=0A=0D=0ARegistration Options: =0D=0A=0D=0A TelecourseAudio Conference- $200 (unlimited listeners and free audio archive for 30 Days after conference) =0D=0A=0D=0AFor more information, please contact Carrie Buchholz at: =0D=0A=0D=0A(P) 405.702.8622 ext. 215 =0D=0A=0D=0A(E) carrie@cuaok.org 
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