EVENT: IRA Advanced - Naperville (Session Code: 406)
IRA Advanced is a full-day workshop that builds on the learner’s basic IRA knowledge to help them address some of the more complex IRA issues. Learners participate in real-world credit union activities which allows them to apply their learning immediately back on the job. Participants need to bring a handheld calculator.

Topics covered are:
IRA Contributions, including conversion contributions
IRA Distributions, including excess, recharacterizations, and taxation
IRA Required Minimum Distributions
Processing an IRA Death Claim


Illinois Pricing:

CU's 6 million and above: $169.00 1st attendee $144.00 2nd attendee
CU's Below 6 million: $149.00 1st attendee $124.00 2nd attendee

Contact: Mary Jaros(Illinois Credit Union League)
Phone: 630-983-3466
Fax: 630-983-3212
Email: mary.jaros@ilcusys.org

Speaker: Chad Neumann
Speaker Bio:
 Chad Neumann is responsible for conducting IRA training programs, at the national level, to meet the needs of credit unions and leagues. Chad is the Project Manager for IRA Supertrain®. This includes the analysis, design, development, implementation and evaluation of all curriculum for IRA Supertrain. In addition, Chad is also a part of numerous project teams that propose form revisions and IRAdirect® changes.

Prior to joining Ascensus IRA Services, Chad gained six years of experience as a trainer and manager of the world’s largest independent computer training company. His responsibilities included training on a wide variety of software applications as well as sales training and operational management for a learning center.

Chad holds a Bachelor of Science Degree in Business Administration from Carroll University. He is also a member of the American Society for Training and Development.

Location(s):

Location 1:
ICUL - January 14, 2010: 9:00 am CST
1807 W. Diehl Road
Naperville, IL 60566
Duration: 4:00 pm CST

Online registration for this event has ended.