> TeleCourse: IRAs

Thursday, February 07, 2013
11:00 AM (GMT-05:00) Eastern Time (US & Canada)
1:00 PM

 

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

Speaker: 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: Via Telephone

Time: 11:00 am - 1:00 pm EST

Educational Investment: $159.00 per telephone connection. Unlimited Listeners and Free Audio Archive

****You must be registered for this session to hear the audio-recorded version and receive handouts.****

AUDIO ARCHIVE! Can't tune in today? This session will be available on-line for 30 days after activation.

To register and pay by check, email mzelinsky@njcul.org and your credit union will be invoiced. To register and pay online, click here.