IRA Workshop: Essentials & Advanced
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ABOUT THIS EVENT9:00 a.m. – 4:30 p.m. Local Time
Expand your learning by attending IRA Essentials on October 14, and IRA Advanced on October 15. Practical exercises are included throughout the training to help you apply your learning to job-related situations.
- The IRA Essentials Workshop gives you a solid foundation of IRA knowledge. You'll be able to work with IRA owners and process basic IRA transactions with confidence.
- The IRA Advanced Workshop builds on your knowledge and covers more complex IRA transactions such as traditional to Roth IRA conversions, required minimum distributions, and recharacterizations.
Please bring a hand-held calculator.
Can't attend the complete program? Customize your training by choosing the day(s) you want to attend for just $209.00 per day. |
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LOCATION
| IRA Workshop: Essentials & Advanced: October 14–15, 2008 |
QUEST CONFERENCE CENTER
8405 Pulsar Place
Columbus, OH 43240
Phone: (614)540-5540
Fax: (614)540-5541
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LODGING DETAIL
Here is a nearby option for lodging:
BEST WESTERN FRANKLIN PARK SUITES - POLARIS
2045 Polaris Pkwy
Columbus, Ohio, 43240-2000
Phone: 614-396-5100
Toll Free: 866-329-3485
Fax: 614-396-5101
Rate: $99 sgl/dbl
To claim this room rate, call for reservations and reference "CUNA."
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For more program content information or to request a brochure call 800-356-9655, ext. 4882, or email abollman@cuna.coop. For registration questions, call 800-356-9655, ext.4400 or e-mail reginfo@cuna.coop.
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TUITION
Registration Fee, First Attendee: $369
Additional Attendees from the same credit union: $299
Credit unions under $6 million in assets receive a 50% discount. Credit unions with assets between $6-$20 million receive a 25% discount. Call or e-mail for more information.
NEW ACH PAYMENT OPTION
You can now select ACH Debit on your registration form to pay directly out of your account. CUNA member access is required. Request web access today.
Affiliation with CUNA/League is required for attendance.
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WHO SHOULD ATTEND
Anyone in your credit union who works with IRA accounts will benefit from this two-day seminar to discuss the issues associated with IRAs.
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INSTRUCTOR
Fred Volkman, IRA training consultant for CUNA Mutual Group, develops and delivers training to meet the needs of credit unions and leagues. He also works as a project manager for compliance and operational eLearning.
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TOPICS & OBJECTIVES |
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FREE PUBLICATIONS
Try one of these publications free when you register for this program!
- Credit Union Magazine (6 months free!)
- Directors Newsletter (6 months free!)
Find out more about these publications
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CANCELLATIONS
Cancellations received in writing (via fax 608-231-4327) seven or more days before the start of the program are eligible for a refund of the amount paid minus a $50 administrative fee. No refunds will be granted if cancellation is received six days or less before a program begins. Substitutions are accepted anytime prior to the start of the program at no additional cost. Simply fax event and contact information, listing the new participant and who they will be replacing. Cancellation fees do not apply for free or complimentary programs.
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For more program content information or to request a brochure call 800-356-9655, ext. 4882, or email abollman@cuna.coop. For registration questions, call 800-356-9655, ext.4400 or e-mail reginfo@cuna.coop.
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10 West Broad St.,
Columbus, Ohio 43215
Phone: (614) 336-2894, (800) 486-2917
Fax: (614) 336-2895 |
We are the
state trade association for Ohio credit unions. We help credit unions
help their members.
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