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IRA Training Essentials & Advanced

The highly skilled Ascensus trainers present virtual IRA workshops covering essential and advanced IRA topics, delivered right to your desk!
 
Ascensus is the nation’s premier provider of IRA services for credit unions, with training options that cover the full range of IRA topics from basic to advanced. Whether you are new to IRAs or an experienced administrator wanting an update on this year’s new rules, you’ll find the training you need to serve your members’ IRA needs.
 
Ascensus IRA Essentials, Wednesday, October 16, 9:30 a.m. ‐ 4:30 p.m. EST
Ascensus 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 confidently. This is a beginner’s session; no previous IRA knowledge is assumed. Get the IRA Essentials course description/topics here.
 
Ascensus Advanced IRAs, Thursday, October 17, 9:30 a.m. ‐ 4:30 p.m. EST
Advanced IRAs build on the attendees’ basic IRA knowledge to address 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. Get the IRA Advanced course description/topics here.
 
WHEN, WHERE, & HOW
 
  • IRA Essentials will be held on Wednesday, October 16
  • IRA Advanced will be held on Thursday, October 17
  • Each training day will be held online from 9:30 a.m. – 4:30 p.m. Eastern Standard Time, with a 45‐minute break for lunch.
  • An internet connection and a computer or smart device are required to participate in this virtual training experience.
This event is hosted by the Tennessee League and brought to you in collaboration with the Carolinas Credit Union League, Cornerstone Credit Union League, Louisiana Credit Union League, Mississippi Credit Union Association, and the Montana Credit Union Network.