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Early Bird Deadline is Tomorrow for Houston IRA Seminars
Tuesday, January 27, 2015 6:40 AM

Many employees are intimidated by the thought of helping their members with individual retirement accounts because they either don’t possess enough knowledge and experience or they lack confidence—or both. Cornerstone Credit Union League's IRA Seminar is designed to address the basic skills and knowledge required for handling IRAs, and help students feel confident in the service they're providing. 

The first IRA seminar of 2015 will be at the Doubletree Hotel Houston Hobby Airport in Houston on Feb. 11-12—but the early bird deadline is tomorrow, Jan. 28, so if you want to save your credit union some cash, register now!

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.