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IRA Seminars in Houston Feb. 11-12
Monday, December 8, 2014 6:50 AM

Cornerstone will host its first IRA seminars of 2015 in Houston on February 11-12. Deborah Crawford, president of gettechnical inc., will be teaching both days from her extensive knowledge of IRAs. Crawford specializes in teaching credit union employees the ins and outs of retirement accounts and has always gotten great feedback from past attendees. 

Many employees are intimidated by IRAs just because they don’t have a basic knowledge of them. This seminar is designed to help create confidence in employees in all facets of retirement accounts and is beneficial for anyone in a credit union that works with deposits and opens accounts. 

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 while getting the correct paperwork during the process. 

The second day focuses more on compliance, auditing, and reporting. The 2014 year brought a few changes to IRAs, and this seminar will take a deeper dive into correctly reporting and fixing errors, dealing with excess contributions, and managing 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, www.cornerstoneleague.coop/ira_seminars.html.