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IRA Training

March 5-6, 2014

Program

Day 1: IRA Essentials


IRA Essentials is a full-day workshop that gives attendees a solid foundation of IRA knowledge. Exercises are included throughout the day to help participants apply information to job-related situations. Learners 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. The trainer will utilize real-world exercises to help participants apply information to job-related situations. Topics covered are:

- Introduction to IRAs

- Establishing an IRA

- Funding

- IRA Distributions

- Portability

- Reporting

 

Day 2: Beyond Essentials (Advanced IRA)

Beyond Essentials is a full-day advanced workshop that builds on the learners’ basic IRA knowledge to help them address some of the more complex IRA issues. Previous IRA knowledge is assumed.  Learners participate in real-world credit union activities which allows them to apply their learning immedieately back on the job.  Topics covered are:


- IRA Benefits

- IRA Tax Reporting and Withholding

- IRA Transactions

- Required Minimum Distributions

- Processing an IRA Death Claim

 

Your Presenter

 

Ben Maas, CIS, CIP, CISP

IRA Training Consultant

Ben Maas is a training consultant for Ascensus, Inc. He is responsible for conducting IRA training programs to meet the needs of financial organizations nation-wide.  Ben is the product lead for IRA University. His responsibilities include the development, design, implementation, assessment, and maintenance of this curriculum.

Before joining Ascensus in 2009, Ben worked for CUNA Mutual Group as a training consultant. Prior to 2004, Ben worked as a specialty lines insurance underwriter.  He was a member of the CUNA IRA Customer Response Center before joining the IRA Training team.

Ben holds a Bachelor of Business Administration Degree in Finance from the University of Wisconsin-Whitewater. He is a member of the American Society for Training and Development (ASTD). He has earned the designation Certified IRA Specialist (CIS) with Ascensus, the Certified IRA Professional (CIP) through Ascensus and the National Association of Federal Credit Unions (NAFCU), as well as the designation of Certified IRA Services Professional (CISP) through the American Bankers Association (ABA).

 

Date and Location

 

March 5, 2014 - IRA Essentials

March 6, 2014 - Beyond Essentials

Nashville

Doubletree Suites by Hilton Nashville-Airport

2424 Atrium Way

Nashville, TN  37214

615-889-8889

Rate $109

Note: There will not be a fall session of this conference.

 

 

Agenda

Registration 8:15 a.m.

Sessions 8:30 a.m. to 4:00 p.m.

Networking Lunch at noon

 

Educational Investment

$449 per person per day (Includes continental breakfast, lunch, beverage breaks, workbook, calculator, and highlighter.)

Early Bird: $349 per person per day for registrations received two weeks prior to the conference.

Credit unions with assets less than $5 million, FREE

Non-Affiliated Credit Unions $799 per person per day.  Early bird $699.


Registration Form

Online Registration Form

 

What To Bring

Bring a sweater, as personal comfort levels vary.


Attire

Business casual. Be sure to bring a sweater, as personal comfort levels vary.

 

Questions or Special Needs

Call your CU Information Center at 800-572-7359 or 423-899-2425, extensions 1209 or 1208.


Cancellation

Refunds will be issued until 10 days prior to the conference, less a $50 administration fee per person. Substitutions accepted anytime. All cancellations and substitutions must be submitted in writing.

       
Tennessee Credit Union League
P.O. Box 21550
Chattanooga, TN  37424-0550
Phone: 423-899-2425  or  800-572-7359
FAX: 423-899-8726
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