Key Topics
IRA ESSENTIALS: NOV. 30
8:30 a.m. – 3:30 p.m. PST (9:30 a.m. – 4:30 p.m. MST)
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 with confidence. This is a beginner’s session; no previous IRA knowledge is assumed.
WHO SHOULD ATTEND THIS CLASS?
You should attend this seminar if you need to learn the basics of Traditional and Roth IRAs or want an updated, general refresher on IRA rules.
ADVANCED IRAs: DEC. 1
8:30 a.m. – 3:30 p.m. PST (9:30 a.m. – 4:30 p.m. MST)
Advanced IRAs builds on the attendees’ basic IRA knowledge to address some of the more complex IRA issues that their financial organizations may handle. This is an advanced session; previous IRA knowledge is assumed. The instructor uses real-world exercises to help participants apply information to job-related situations.
WHO SHOULD ATTEND THIS CLASS?
You should attend this seminar if you are:
- an IRA administrator or member services personnel who has a working knowledge of basic IRA operations and wishes to expand your expertise and provide enhanced member service;
- a financial professional who recognizes that IRAs play an integral role in retirement planning;
- a compliance specialist with procedural oversight of IRA policies and practices; or
- support personnel responsible for promotional materials that describe the services provided by your financial organization.
Pricing
REGULAR PRICING
Single Day: $239 early bird* | $269 regular
Full School (both days): $439 early bird* | $499 regular
CREDIT UNIONS $50M IN ASSETS AND UNDER PRICING
Single Day: $120 early bird* | $135 regular
Full School (both days): $220 early bird* | $250 regular
*Register by October 8 to receive early-bird pricing.
Scholarships
Continued education and training of credit union employees help keep the Credit Union Movement vibrant and competitive in the financial marketplace. The Foundation provides professional development scholarships for selected applicants.
Presenter
Agatha Schmidt
Compliance Consultant, ERISA
Ascensus
Agatha Schmidt is a Consultant with the ERISA Compliance Department at Ascensus. In her position, Agatha consults with financial organizations […]
Questions or Cancelations?
Registration fees are non-refundable after November 21, 2022. Substitutions will be accepted by notifying GoWest.
Please contact Nicole Brusewitz at [email protected] if you have questions about the program.
The GoWest IRA School is a two-day virtual training where you’ll have the opportunity to learn foundational and advanced IRA knowledge. The virtual training learning model allows participants to remain in their own environment but still engage and learn in a live instructor-led online setting. You’ll learn the latest IRS guidance on IRAs and compliance rules that will help your IRA program run efficiently with reduced errors. Choose from both days or just one day, whichever fits your training needs.
We strongly suggest attending both classes, but if you wish to attend one or the other, you may do so upon registering.
