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Are You Qualified to Handle IRAs? Attend Houston Seminar Feb. 11-12
Wednesday, February 4, 2015 6:40 AM

Cornerstone Credit Union League's IRA Seminar will take place at the Doubletree Hotel Houston Hobby Airport in Houston on Feb. 11-12. This seminar is designed to address the basic skills and knowledge required for handling IRAs, and to help students feel confident about the service they're providing members. 

The first day is an IRA product overview and will focus on the fundamentals. Credit union employees will learn to properly open, move, and close IRAs using the correct paperwork. The second day's focus is on regulatory changes in compliance, auditing, and reporting. Students will also learn how to correctly report and fix errors, deal with excess contributions, and manage audited and inherited IRAs. 

To learn more about other 2105 IRA Seminars or to register for the Houston seminar on Feb. 11-12, please visit, the IRA Seminars page.