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IRA Conference

March 28 - March 29

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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 Brentwood
760 Old Hickory Blvd
Brentwood, TN 37027

866-961-8096 (Ask for Tennessee Credit Union League block)

Room Rates $159
Cut-Off Date: March 6, 2018

Check In: 3:00 p.m.
Check Out: 11:00 a.m.

Agenda
Registration 8:15 a.m.
Sessions 8:30 a.m. to 4:00 p.m.
Lunch is at noon.

Educational Investment
Registration $449 per person per day.
Early Bird rate: $349 per person per day if received by March 8, 2018.
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.



Register online now…


IRA Registration Form (PDF)

Details

Start:
March 28
End:
March 29
Event Category:
Event Tags:
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Website:
https://www.yourleague.org/event/ira-conference/

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