Seminars

Basics of Taxes & Insurance

December 8, 2009
St Pete Beach, FL
8:30 a.m. – 3:30 p.m. Local Time
Tuition: $375

SEMINAR OVERVIEW

Through this seminar you will learn the ins and outs of investments, taxes, and insurance.

This seminar is part of the CUNA Certified Financial Counselor School: Part II.

TOPICS & OBJECTIVES

How Taxes Affect Income & Decisions

Learn how taxes impact financial decisions
Discuss the different types of taxes
Learn how pre-tax or post-tax savings may affect retirement income decisions
Gain a better understanding of the Earned Income Tax Credit

Investment Basics

Understand basic investment terms and concepts
Understand the concept of time value of money
Discuss investment options and risks

The Basics of Insurance

Understand the basic concepts of insurance
Learn the different types of insurance needs and coverage
Understand how to reduce and control insurance costs

For more program content information or to request a brochure call 800-356-9655, ext. 4249, or email training@cuna.coop. For registration questions, call 800-356-9655, ext.4400 or e-mail reginfo@cuna.coop.

Affiliation with CUNA/League is required for attendance.

LOCATION
TRADEWINDS ISLAND GRAND RESORT
5500 Gulf Blvd
St Pete Beach, FL 33706-2323
Phone: (727) 367-6461
Reservations: (800) 808-9833
Fax: (727) 363-2275
Room rate: $170 per night for single/double occupancy plus $15 daily resort fee^*

Hotel Reservation Deadline: November 16, 2009

* Room rates and availability cannot be guaranteed. Rooms may be sold out prior to this date, so make your hotel reservations early! Room reservations and fees are the responsibility of the registrant.

INSTRUCTORS
Ken King
Ken is the executive director of Consumer Credit Counseling Service and Family Service Association of Sheboygan, WI. Ken has a passion and commitment to financial literacy and the education of consumers. He believes we need to help consumers develop the skills necessary to provide financial stability and improve their quality of life. Ken has served as a board member of his credit union for 19 years, worked with the Wisconsin Credit Union League on various education and training programs, and was selected as the League’s 2000 Volunteer of the Year.

WHO SHOULD ATTEND
This seminar is beneficial for credit union staff who work in financial counseling, collections, or lending, as well as other staff who are committed to helping members gain control of their financial future.

CANCELLATIONS
Cancellations received in writing (via fax 608-231-4327) before the end of business on November 29, 2009 are eligible for a refund of the amount paid minus a $50 administrative fee. No refunds will be granted for cancellation requests received after November 29, 2009. Substitutions are accepted anytime prior to the start of the program at no additional cost. Simply fax event and contact information, listing the new participant and who they will be replacing. Cancellation fees do not apply for free or complimentary programs.

AIRLINE INFORMATION
United Airlines is the "Official Airline" for the programs. To make reservations, visit www.united.com or call United's Specialized Meetings Reservation Center at (800) 521-4041. Please reference ID# 553SF.

2009 Seminars

Basics of Taxes & Insurance