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Save Money on IRA Training in Houston—Register by Jan. 27
Monday, January 25, 2016 6:20 AM

Have you already registered for the upcoming two-day IRA Seminars in Houston? If not, you'll want to jump on that before you miss the opportunity. The seminars take place Feb. 9-10, and the regular rate deadline is Jan. 27.

If you have been working with IRAs for years and are ready for the deeper dive, then this is these are the seminars for you. You'll receive a quick product review and all the new numbers and changes for 2014, but after that hold on to your hat as you tackle the complicated issues. Reporting errors and fixes, excess contributions, audits, and inherited IRAs are just the tip of the iceberg for those who want to know everything about managing an IRA department. You will receive a 600+ page reference manual on a CD.

  • Day One, IRA Basics: designed for those with 1-3 years of IRA experience.
  • Day Two, IRA Advanced: compliance, auditing, and reporting.


Save your credit union money and register now.

Houston, Feb. 9-10

Regular Rate Deadline: Jan. 27
Member Source Credit Union
10100 Richmond Avenue
Houston, Texas 77042
More information and registration

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.