IRAs: 4 Part Series

This four part series includes the following webinars. Click each link for a complete description of what will be covered in each session. Each webinar can also be purchased individually.

Covered Topics

IRAs Part I: Understanding the Basics – Thursday, August 29th

The goal of this webinar is to raise your comfort level if you are a rookie and to reinforce your knowledge if you have a higher level of experience.

IRAs Part II: Rollovers vs. Transfer  Wednesday, September 25th

Knowing the difference is a MUST!

IRAs Part III: Distributions, Beneficiaries and Reporting Friday, October 4th

If you are searching for a Webinar where you will achieve that higher “comfort level” on these complicated topics, this Webinar is “must-attend”.

IRAs Part IV: Auditing Your Files Friday, October 11th

If you do not want your credit union writing checks to the IRS for filing errors, this Webinar should be a true necessity.

Who Should Attend?

Anyone who works with IRAs in any capacity will benefit from this webinar series.