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Last Opportunity to Register for May 12-13 IRA Seminars in Dallas
Friday, May 8, 2015 6:20 AM

Join your colleagues at the essential IRA seminars, which take place in Dallas on May 12-13. This program 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.

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.