On Site Schools

IRA Workshops: Essentials & Advanced

December 2–3, 2008
Mars, PA

ABOUT THIS EVENT

Attend two days of IRA Seminars and save! Expand your learning by attending IRA Essentials on December 2 and IRA Advanced on December 3. Tuition is just $369 for the two days.

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.

The Advanced IRA Issues Workshop builds on the learner's knowledge of IRA basics to help them address more complex IRA issues. The instructor will use real-world exercises to help participants apply information to job-related situations.

Please bring a hand-held calculator.

Can't attend the complete program? Customize your training by choosing the day(s) you want to attend for just $199.00 per day.

LOCATION

IRA Workshops: Essentials & Advanced: December 2–3, 2008

FOUR POINTS BY SHERATON PITTSBURGH NORTH
910 Sheraton Dr
Mars, PA 16046-9432
Phone: (724) 776-6900
Fax: (724) 776-6923
Room rates: $95 single/double^*
Hotel Reservation Deadline: November 10, 2008

* Room rates and availability cannot be guaranteed. Rooms may be sold out prior to this date, so make your reservations early! Room reservations and fees are the responsibility of the registrant. To claim this room rate, call for reservations and reference "CUNA" or "Credit Union National Association."

For more program content information or to request a brochure call 800-356-9655, ext. 4882, or email abollman@cuna.coop. For registration questions, call 800-356-9655, ext.4400 or e-mail reginfo@cuna.coop.

TUITION Registration Fee, Attendee: $369 per person Credit unions under $20 million in assets receive a 25% discount. Call or e-mail for more information. NEW ACH PAYMENT OPTION You can now select ACH Debit on your registration form to pay directly out of your account. CUNA member access is required. Request web access today. Affiliation with CUNA/League is required for attendance.
WHO SHOULD ATTEND Anyone in your credit union who works with IRA accounts will benefit from this two-day seminar to discuss the issues associated with IRAs.
SCHEDULE 8:30-9:00 a.m. Registration 9:00 a.m.-Noon Educational sessions Noon-1:00 p.m. Networking Lunch 1:00-4:30 p.m. Educational Sessions
TOPICS & OBJECTIVES
INSTRUCTOR Amy Cowan, IRA Training Consultant, is responsible for developing and delivering IRA training programs, on a national level, to meet the needs of credit unions and leagues. Amy is the project manager for Compliance Documentation and Internal Training. She is also responsible for implementing new employee and ongoing training for IRA Services staff. In addition, Amy assists credit unions with technical and operational questions on the CUNA Mutual Group IRA Compliance Hotline.
FREE PUBLICATIONS Try one of these publications free when you register for this program! Credit Union Magazine (6 months free!) Directors Newsletter (6 months free!) Find out more about these publications
CANCELLATIONS The last day for cancellations was November 5, 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.

For more program content information or to request a brochure call 800-356-9655, ext. 4882, or email abollman@cuna.coop. For registration questions, call 800-356-9655, ext.4400 or e-mail reginfo@cuna.coop.

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IRA Workshops: Essentials & Advanced

NEW ACH PAYMENT OPTION