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IRA Conference

March 27 - March 28

$349
IRA 2019 Conference Featured - jar full of coins with green plant growing from the top…

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 immediately back on the job.  Topics covered are:

  • IRA Benefits
  • IRA Tax Reporting and Withholding
  • IRA Transactions
  • Required Minimum Distributions
  • Processing an IRA Death Claim


 

Trainer

Ben Maas, CIS, CIP, CISP IRA Training Consultant

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 nationwide.  Ben is the product lead for IRA University. His responsibilities include the development, design, implementation, assessment, and maintenance of this curriculum.

Ben holds a Bachelor of Business Administration Degree in Finance from the University of Wisconsin-Whitewater.

 

 

 

 

 


Lodging
Four Points by Sheraton Nashville Airport
800 Royal Parkway
Nashville, TN 37214

615-884-9777 (Ask for Tennessee Credit Union League block)

Book your room online: https://www.marriott.com/event-reservations/reservation-link.mi?id=1550523876138&key=GRP&app=resvlink

Room Rates $139
Cut-Off Date: February 26, 2019

Check In: 4:00 p.m.
Check Out: 11:00 a.m.

Agenda
Registration 8:30 a.m.
Sessions 9:00 a.m. to 4:00 p.m.
Lunch is at noon.

Educational Investment

Early Registration: $349 per day 
Early registration deadline is March 8, 2019
Registration: $449 per day

CUs with assets less than $5 million, free.
Non-Affiliated Credit Unions $799 per person per day. Early bird $699.

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

Questions or Special Needs
Call  800-572-7359 or 423-899-2425, ext.1201. Or e-mail mconiglio@yourleague.org.
Also, check out our website at www.yourleague.org

Cancellation
Refunds will be issued until 10 days prior to the conference, less a $75 administration fee per person. Substitutions accepted anytime. All cancellations and substitutions must be submitted in writing.



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Details

Start:
March 27
End:
March 28
Cost:
$349
Event Category:
Event Tags:
, ,
Website:
https://www.yourleague.org/event/ira-conference/

Venue

TNUnited States+ Google Map
Phone:
800-572-7359

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