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Consumers Want to be Ready for Retirement; CUs Can Help - Register Now for Upcoming IRA Seminars
Tuesday, June 17, 2014 6:30 AM

According to a recent Harris survey, consumers are making saving for retirement a financial priority. In fact, the May 2014 survey finds that 50 percent of American adults say having enough money for retirement is their top financial goal. Deborah Crawford, presenter for the Cornerstone Credit Union League’s popular Individual Retirement Account seminars, says credit unions can help consumers achieve this goal.

IRAs, Crawford says, are a powerful savings tool, and in October, credit unions will have an opportunity to learn more about them at Cornerstone’s Oct. 7-8 IRA Basics and IRA Advanced seminars. The seminars will be held at the Credit Union House in Oklahoma City, Okla.   

The IRA Basics seminar is an IRA product overview. If you have just started with IRAs or want a good review of IRA fundamentals, this is the program for you. This program will prepare you to open, move and close IRAs and get all the paperwork right in the process. If you have been afraid of IRAs or just don't have enough basic knowledge this one day review will get you excited and motivated to become the IRA expert at your organization. This day one is fun and beneficial for every person who works with deposits and accountholders. IRA Basics is designed for those with 1 - 3 years of IRA experience.

The IRA Advanced seminar focuses on compliance, auditing and reporting. If you have been working with IRAs for years and are ready for the "deeper dive" then this is the IRA program for you. You will receive a quick product review and all the new numbers and changes for 2014 but after that hold on to your hat as we begin to work the complicated issues. Reporting errors and fixes, excess contributions, audits, inherited IRAs are just the tip of the iceberg for those of you who want to know everything there is to know about managing an IRA department. IRA Advanced is designed for those with three or more years of IRA experience.

For more information, including registration, please visit the Education section of Cornerstone’s website. If you have any questions, please contact Training & Events, at (469) 385-6630 or (800) 442-5762, ext. 6630

Educational grants are available through the Cornerstone Credit Union Foundation. To learn more, please visit