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Registration Available for Oct. 23-24 IRA Seminar in Oklahoma City
Thursday, October 3, 2013 6:30 AM

The Cornerstone Credit Union League is offering an IRA Basics and Advanced Seminar in Oklahoma City Oct. 23-24. This two-day program is presented by John Baptista Jr., a well-known training with more than 35 years of experience in the financial industry.

Day one of the two-day program will offer among other things an understanding of the history of the product, the different types of IRAs, how not to get overwhelmed with the various forms, basic reporting and much more. Day two addresses the most important numbers with IRAs and Health Savings Accounts, as well as understanding periodic payments, figuring RMD, death situations and beneficiary options, excess contributions and much more.

To learn more about the IRA Seminar, please visit www.cornerstoneleague.coop/ira_seminars_oklahoma.html.

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

Educational grants are available through the Cornerstone Credit Union Foundation. To learn more, please visit www.cscuf.coop.