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2008 SeminarsIRA Workshop: Essentials
December 4, 2008
Harrisburg, PA 9:00 a.m. – 4:30 p.m. Local Time Tuition: $199 Credit unions under $20 million in assets receive a 25% discount. Call or e-mail for more information. NEW ACH PAYMENT OPTIONYou can now select ACH Debit on your registration form to pay directly out of your account. CUNA member access is required.
SEMINAR OVERVIEW
The IRA Essentials Workshop 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 with confidence. This is a beginner's session; no previous IRA knowledge is assumed. Please bring a hand-held calculator. Schedule
TOPICS & OBJECTIVES
Fundamentals Understand the importance of retirement savings to your members and your credit union Contributions Learn about contribution limits and deadlines Distributions Discuss the process for removing funds from traditional and Roth IRAs Transfers and Rollovers Identify the differences between a rollover and a direct transfer Tax Reporting Review the basic tax reports that IRA owners receive, such as forms 5498 and 1099-R Affiliation with CUNA/League is required for attendance.
LOCATION
HARRISBURG EAST HOLIDAY INN 4751 Lindle Rd Harrisburg, PA 17111-2400 Phone: (717) 939-7841 Fax: (717) 939-5640 Room rates: $97 single/double* Hotel Reservation Deadline: November 3, 2008
* 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
Amy Cowan is responsible for developing and delivering IRA training programs, on a national level, to meet the needs of credit unions and leagues. In addition, Amy assists credit unions with technical and operational questions on the CUNA Mutual Group IRA Compliance Hotline. Amy joined the IRA Services team of CUNA Mutual Group in August of 2005. Prior to this move, she worked for Memphis Area Teachers Credit Union as the Training Specialist for all branch operations and credit union products. She then advanced to the IRA Specialist position, where she was responsible for IRA administration and support for 15 branches in addition to IRA training for all branch management and staff.
WHO SHOULD ATTEND
Anyone in your credit union who works with IRA accounts will benefit from the Essentials seminar to discuss the issues associated with IRAs. FREE PUBLICATIONS
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CANCELLATIONS
The last day for cancellations was November 3, 2008. 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. |
100% Guarantee
CUNA Center for Professional Development is committed to providing a quality learning experience with cutting-edge topics and expert instructors. If for some reason you are not fully satisfied, contact us and well provide you a full tuition refund or credit.
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