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Early Bird Deadline Jan. 8 for IRA Training in Houston
Thursday, January 7, 2016 6:25 AM

The early bird deadline for the upcoming two-day IRA Seminars in Houston is Jan. 8. The seminars take place Feb. 9-10. Save money now and register today.

If you have been working with IRAs for years and are ready for the deeper dive, then this is these are the seminars for you. You'll receive a quick product review and all the new numbers and changes for 2014, but after that hold on to your hat as you tackle the complicated issues. Reporting errors and fixes, excess contributions, audits, and inherited IRAs are just the tip of the iceberg for those who want to know everything about managing an IRA department. You will receive a 600+ page reference manual on a CD.

Who Should Attend?

  • Day One, IRA Basics: designed for those with 1-3 years of IRA experience.
  • Day Two, IRA Advanced: compliance, auditing, and reporting.

Don't forget, the early bird registration deadline is Jan. 8. Save your credit union money and register now.

Houston, February 9-10
Early Bird Deadline: January 8

Regular Rate Deadline: January 27
Member Source Credit Union
10100 Richmond Avenue
Houston, Texas 77042
More information and registration

Need grant assistance?
The Cornerstone Credit Union Foundation is accepting grant applications for League training events based on financial need. Applications must be received by application deadlines. Please visit the Foundation’s website to view all grant applications, guidelines and deadlines. Contact Emily Moreno at 469-385-6483 for more information.

If you have any questions, please contact Training & Events at 469-385-6630 or 800-442-5762, ext. 6630, or training@cornerstoneleague.coop.