Build the IRA knowledge you need to confidently serve your members during two virtual workshops presented by expert Ascensus trainers.
Ascensus provides IRA services and training for credit unions, with education covering topics from foundational concepts to advanced administration. Whether you’re new to IRAs or an experienced administrator looking for an update on the latest rules and guidance, these virtual sessions offer practical training to help you effectively manage your credit union’s IRA program.
This event is hosted by the Tennessee and Mississippi Credit Union Association and brought to you in collaboration with the Carolinas Credit Union League, Cooperative Credit Union Association, Cornerstone Credit Union League, GoWest Credit Union Association, Kentucky’s Credit Unions, Luminate Louisiana Credit Unions, Minnesota Credit Union Network, Montana Credit Union Network, Nebraska Credit Union League, Wisconsin Credit Union League, and the West Virginia Credit Union League.
SCHEDULES & DESCRIPTIONS
IRA Essentials
Wednesday, Oct. 14 | 7 a.m. – 2:30 p.m. PT (8 a.m. – 3:30 p.m. MT)
IRA Essentials gives attendees a solid foundation of IRA knowledge. Exercises are included throughout the day to help participants apply what they learn to job‐related situations. Attendees will leave prepared to work with IRA owners and process basic IRA transactions.
No previous IRA knowledge is required for this beginner-level session.
Advanced IRAs
Thursday, Oct. 15 | 7 a.m. – 2:30 p.m. PT (8 a.m. – 3:30 p.m. MT)
Advanced IRAs expands on foundational knowledge to address more complex issues financial institutions may encounter. Through real-world exercises, participants will apply advanced concepts to member-facing situations and deepen their understanding of IRA administration.
This advanced session is intended for participants who have completed IRA Essentials or have prior IRA experience.
WHO SHOULD ATTEND?
You should attend the Essentials seminar if you are;
- seeking to learn the basics of Traditional and Roth IRAs or would like a general refresher on IRA rules.
You should attend the Advanced seminar if you are;
- an IRA administrator, personal banker, 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.
THANK YOU TO OUR SPONSOR
