TeleCourse – IRA Essentials
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10/25/2011
When: 10/25/2011
10:00 AM


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Are you looking for an overview or review of IRA basics? This training will address the purpose of IRAs, the role they play in a member’s retirement strategy, and different types of IRAs and their eligibility requirements. Learn about death distributions, rollovers and transfers, and explore a variety of compliance issues related to opening IRAs at a credit union.

Who should attend: Branch Managers, Head Tellers, Frontline, Operations, Trainers and CEOs    
 
Time: 10 a.m.-noon
Cost: $179
Registration Deadline: Thursday, Oct. 20
 

About TeleCourses

Telecourses use conference call technology to provide information on popular topics. Prior to the call, registrants will receive dial-in instructions and materials. There is no limit to the number of staff that can participate per telephone. Following the telecourse, participants will receive a link to a 30-day archive of the session.

 

Minnesota Credit Union Network
555 Wabasha Street N, Suite 200
St. Paul, MN 55102

(651) 288-5170
(800) 477-1034