A place to connect with other CDFIs, learn what credit unions are doing in their communities, stay current on updates and relevant changes, and discover how GoWest can support you on your CDFI journey.
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.
This advanced session builds on basic IRA knowledge and addresses more complex issues. Previous IRA knowledge is assumed. The instructor uses real-world exercises to help participants apply information to job-related situations.
