EVENT: IRAs (Session Code: 421)
This IRA telephone program is designed for those new to IRAs and is a great review for those who have been in the business for a while. It addresses the purpose of IRAs, the role IRAs play in a member’s retirement strategy and different types of IRAs and their eligibility requirements. This seminar includes some information on distributions and death distributions. Seminar attendees will leave with less apprehension about their responsibilities and compliance issues for opening IRAs at their credit union.

What you will learn:
• Product review
• Rollovers and Transfers
• Basics on Premature Distributions
• Basics on 70 ½ Distributions
• Inherited IRAs
• Compliance
• Reporting


Illinois Pricing:
Affiliate: $ 169.00
Non-Affiliate: $338.00

Out of State Pricing:
Regular: $ 175.00

Contact: Drew Kayvani (Illinois Credit Union League)
Phone: 630-983-3418
Fax: 630-983-3212
Email: drew.kayvani@ilcusys.org


Speaker: Christy Crawford
Speaker Bio:
Christy Crawford is the Assistant Vice President with gettechnical inc. in Baton Rouge, LA. Formerly a trainer for Wal-Mart Corporation, Christy brings her many years of sales and training expertise to your financial institution. She has a Bachelors Degree in Speech Communication from Louisiana State University and brings humor, youth and vitality to the programs she teaches.

Location(s):

Location 1:
Telephone - TC - February 07, 2013: 10:00 am CT
Duration: 12:00 pm CT

Online registration for this event has ended.