Lizeth GeorgeThe League of Southeastern Credit Unions & Affiliates (LSCU & Affiliates) is excited to host a two-day individual retirement account (IRA) Workshop on April 6 – 7, 2022. During this two-day event, you will learn about the IRA Essentials which will give you a solid foundation before digging deeper into the material. On day two, we will address some of the more complex IRA issues that their financial organizations may handle.
Day 1
IRA Essentials gives attendees a solid foundation of IRA knowledge. Exercises are included throughout the day to help participants apply information to job-related situations. 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. Attendees should bring a hand-held calculator.
Course Topics May Include:
- Introduction and Establishing IRAs
• IRA Funding
• IRA Distributions
• IRA Portability
Day 2
Advanced IRAs builds on the attendees’ basic IRA knowledge to address some of the more complex IRA issues that their financial organizations may handle. This is an advanced session; previous IRA knowledge is assumed. The instructor uses real-world exercises to help participants apply information to job-related situations.
Course Topics May Include:
- IRA Update
• Amending IRA Documents
• Required Minimum Distributions
• Beneficiary Options
• Advanced Portability
• Finding Answers to Commonly Asked IRA Questions
For more information, click here.
