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2008 Seminars

IRA Essentials - Day One

December 2, 2008
Columbia, SC
9:00 a.m. – 4:30 p.m. Local Time
Tuition: $199
Credit unions under $10 million in assets receive a 25% discount. Please 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.

SEMINAR OVERVIEW

This workshop builds a solid foundation of IRA knowledge. You’ll develop the skills and knowledge to work with IRA owners and process basic transactions with confidence. Exercises are included throughout the day to help you apply the information to job-related situations. No previous IRA knowledge is required.

Schedule
8:30-9:00 a.m. Registration
9:00 a.m.-Noon Sessions
Noon-1:00 p.m. Networking Lunch
1:00-4:30 p.m. Sessions

TOPICS & OBJECTIVES

IRA Fundamentals

Understand the importance of retirement savings to your members and your credit union
Identify the differences between traditional and Roth IRAs
Know the process for establishing an IRA

Contributions

Learn about contribution limits and deadlines
Identify the eligibility requirements for traditional and Roth IRA contributions

Distributions

Discuss the process for removing funds from traditional and Roth IRAs
Identify IRS penalties and their exceptions
Learn when it's necessary to withhold income taxes

Transfers and Rollovers

Identify the differences between a rollover and a direct transfer
Know what to do when the money comes from a qualified retirement plan instead of an IRA

Tax Reporting

Review the basic tax reports that IRA owners receive, such as forms 5498 and 1099-R

For more program content information, call 800-356-9655, ext. 4882 or e-mail abollman@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
SALUDA SHOALS PARK RIVER CENTER
5605 Bush River Rd
Columbia, SC 29212

LODGING DETAIL

Directions to Saluda Shoals.

Here is a nearby option for lodging. When making your reservations, please request the CUNA Group rate of $109 single/double.

Hyatt Place-Columbia/Harbison
1130 Kinley Rd.
Irmo, SC 29063
Phone: 803-407-1560
Room rate: $109 single/double

INSTRUCTORS
Fred Volkman
Fred Volkman develops and delivers IRA training to meet the needs of credit unions and leagues for CUNA Mutual Group. Fred is also the project manager for compliance and operational eLearning where he oversees webinars for credit union staff.

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 10, 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 we’ll provide you a full tuition refund or credit.

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