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Virtual IRA Workshops

Working in partnership with the Tennessee League, participants build foundational and advanced knowledge of IRA’s along with any updates for operational effectiveness within the credit union. Choose to attend day one, day two, or both days.

Dates & Times

Oct. 18 - 19, 2023

8:30 a.m. - 3:30 p.m. CT

About the Workshops

IRA Essentials

Ascensus IRA Essentials gives attendees a solid foundation of IRA knowledge. Exercises are included throughout the day to help participants apply information to job‐related situations. Attendees will leave this session able to work with IRA owners and process basic IRA transactions confidently. This is a beginner’s session; no previous IRA knowledge is assumed. Get the IRA Essentials course description/topics here.

IRA Advanced

Ascensus IRA Essentials gives attendees a solid foundation of IRA knowledge. Exercises are included throughout the day to help participants apply information to job‐related situations. Attendees will leave this session able to work with IRA owners and process basic IRA transactions confidently. This is a beginner’s session; no previous IRA knowledge is assumed. Get the IRA Essentials course description/topics here.

Presenters

The highly skilled Ascensus trainers present virtual IRA workshops covering essential and advanced IRA topics, delivered right to your desk!
 
Ascensus is the nation’s premier provider of IRA services for credit unions, with training options that cover the full range of IRA topics from basic to advanced. Whether you are new to IRAs or an experienced administrator wanting an update on this year’s new rules, you’ll find the training you need to serve your members’ IRA needs.

Educational Investment

Fee Per Person

IRA Essentials - $249
IRA Advanced - $249
Both IRA Essentials & IRA Advanced - $498

Cancellation Policy

All event cancellations will incur to a nonrefundable $10.00 administrative fee.

Grant Assistance

The Cornerstone 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, Foundation Grants Manager, at 469-385-6483 for more information.

 

Questions?

Call 800-442-5762 ext. 6630 or email us.