IRA individual retirement account written on wooden cubes.
IRA individual retirement account written on wooden cubes.

Register today for LSCU’s virtual IRA Workshops in September

As the credit union industry copes with changes brought on by the pandemic, one thing is a certainty: Training is still essential. To keep credit union staff up-to-date in a safe environment, LSCU is planning a Virtual IRA Essentials & Advanced Workshop on Sept. 22 and 23.

IRA Essentials gives attendees a solid foundation of IRA knowledge. Topics includes Introduction and Establishing IRAs, IRA Funding, IRA Distributions and IRA Portability. 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.

Advanced IRAs builds on the attendees’ basic IRA knowledge to address some of the more complex IRA issues that their financial organizations may handle. Topics include IRA Update, Required Minimum Distributions, Beneficiary Options, Advanced Portability, Roth IRA Conversion Contributions, and IRA Excess Contributions. This is an advanced session; previous IRA knowledge is assumed.

IRA Essentials Workshop/Sept. 22: $299 per person
IRA Advanced Workshop/Sept. 23: $299 per person
IRA Essentials and Advanced Workshops/Sept. 22 & 23: $498 per person

Register here today!

Written by
Cara Clark
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About Us

The League of Southeastern Credit Unions & Affiliates represents 342 credit unions in Alabama, Florida and Georgia, with a combined total of $118.63 billion in assets and more than 10.1 million members. LSCU & Affiliates provides legislative and regulatory advocacy; education and training; cooperative initiatives (including financial education outreach); public messaging; information services; and business solutions.

LSCU Mission Statement

To create an environment that enables credit unions to grow and succeed.

LSCU Vision Statement

To be the trusted advocate and preferred source of information for credit unions.

If you need to reach us, e-mail communications@lscu.coop

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