Lizeth GeorgeThe League of Southeastern Credit Unions (LSCU) has partnered with the Nebraska Credit Union League and the Association of Vermont Credit Unions to bring you the Virtual IRA Workshop from April 11 – 12, 2023 from 9:30 a.m. – 4:30 p.m. EST. This two-day event is designed for IRA administrators, personal bankers, or member services personnel who have a working knowledge of basic IRA operations and are looking to expand their expertise and provide enhanced customer service.
Day 1: IRA Essentials
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 IRA
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
