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Get IRA Paperwork Right: Learn How at the Fall IRA Seminars
Wednesday, June 10, 2015 6:25 AM

The Cornerstone Credit Union League's IRA Seminars 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 essential training will cover traditional IRA, Roth IRA, and Roth conversions; education savings accounts; simplified employee pension plans; SIMPLE IRA; and moving and changing IRAs. The advanced training will cover everything you need to know about IRAs, including compliance, auditing, and reporting.

Oklahoma City, October 6-7

Early Bird Deadline: September 22
Credit Union House
Oklahoma City, Oklahoma
Register Now!

Little Rock, December 2-3

Early Bird Deadline: November 18
Arkansas Credit Union Association
Little Rock, Arkansas
Register Now!

Presented by Deborah Crawford, the IRA Basics and IRA Advanced seminars will be held at the Cornerstone Credit Union League in Farmers Branch.

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.

More Information & Registration

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