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.