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Still Time to Register for May 12-13 IRA Seminars in Dallas
Thursday, April 30, 2015 6:25 AM

Join your colleagues at the essential IRA seminars, which take place in Dallas on May 12-13. Whether you just started with IRAs or want a good review of IRA fundamentals, this is the program for you.

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.

More Information & Registration

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.

Presented by Deborah Crawford, the IRA Basics and IRA Advanced seminars will be held at the Cornerstone Credit Union League in Farmers Branch.

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.