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Upcoming Seminar Addresses the Basics and Essentials of IRAs
Tuesday, July 29, 2014 6:40 AM

Whether you are new to Individual Retirement Accounts, or have been working with IRAs for years, you will benefit from the Cornerstone Credit Union League’s IRA Basics and IRA Advanced seminars Oct. 7-8 in Oklahoma City, Okla. The seminars will be held at the Credit Union House, and well-known trainer Deborah Crawford will present both seminars.    

The IRA Basics seminar is an IRA product overview. 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 day one is fun and beneficial for every person who works with deposits and accountholders. IRA Basics is designed for those with 1 - 3 years of IRA experience.

The IRA Advanced seminar focuses on compliance, auditing and reporting, and offers a "deeper dive" into IRAs. You will receive a quick product review and all the new numbers and changes for 2014 but after that hold on to your hat as we begin to work the complicated issues. Reporting errors and fixes, excess contributions, audits, inherited IRAs are just the tip of the iceberg for those of you who want to know everything there is to know about managing an IRA department. IRA Advanced is designed for those with three or more years of IRA experience.

For more information, including registration, please visit the Education section of Cornerstone’s website. 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.