IRA rule changes over the past several years have expanded the portability options available to IRA holders. This program is designed to assist credit union employees who deal directly with members and those who work behind the scenes in the IRA support or operations areas. It will provide valuable information to both experienced staff and those who are new to IRAs. Participants will receive a solid understanding of IRA rollover and transfer rules and responsibilities.
Presenter: Frank J. LaLoggia, LoLoggia Consulting, Inc.
Who Should Attend: Branch Managers, Frontline, Operations, Tellers, Trainers and CEOs.
Time: 2 p.m.-3:30 p.m.
Cost: $209 for live webinar only; $229 for live webinar, plus a web link and free CD-ROM
Registration deadline: Wednesday, Aug. 12
Pairing conferencing capabilities with web technology, this session brings informative, interactive training directly to you. During the webinar, you'll view a real-time PowerPoint presentation on your computer while listening to the audio connection via telephone.
While credit unions are encouraged to use the webinar to train multiple individuals at once, the credit union will be charged for each computer connection that uses its login code. Participants will receive login instructions and handout materials via email prior to the webinar. In addition, registrants may also receive an archive CD-ROM after the live session.