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Join Us for the 2017 IRA School in Dallas
Monday, August 21, 2017 6:30 AM

Two Days and Four Sessions of Intense IRA Training

The IRA School is a must for all persons involved with IRAs. Presenters Deborah Crawford and Christy Crawford address the purpose of IRAs, the role IRAs play in a member’s retirement strategy, and the different types of IRAs and eligibility requirements. IRAs are constantly changing, and it is important to keep up to date.

Day one prepares you to open, move, and close IRAs, and get all the paperwork right in the process. Learn more about IRA eligibilities, SEPs and SIMPLES, rollovers, and transfers. The second day takes you on a deeper dive. You'll receive a quick product review along with new numbers and changes for 2017. You'll also begin to work the complicated issues—reporting errors and fixes, excess contributions, audits, and inherited IRAs.

Retirement savings plan professionals at all levels should attend, including IRA administrators, retirement plan product managers, operations and compliance managers and staff, retirement plan client services managers and staff members, call center managers and support staff, individuals with retirement industry designations, and those who want to network with others in the industry,

Dallas, Sept. 27-28
The Crowne Plaza – Dallas Galleria
14315 Midway Road
Addison, Texas 75001
Register Now

Your Presenters
Your presenters bring more than 38 years of combined experience in IRAs to the classroom.

Deborah L. Crawford is president of Gettechnical Inc, a Virginia-based training company. Her combined banking and training experience began in 1984 and she is a deposit-side expert. She received her Bachelors and Masters from Louisiana State University.

Christy J. Crawford is an instructor for Gettechnical Inc. who has been doing IRA training for 10 years. She has a degree from Louisiana State University. Her combined teaching and training experience is shared nationwide with many state associations and leagues around the country.

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. For more information, please contact Emily Moreno, Foundation grants manager, at 469-385-6483.

Questions? Contact Training at 800-442-5762, ext. 6642, or 469-385-6642, or email training@cornerstoneleague.coop.