The virtual “IRA A to Z” conference kicks off the New York Credit Union Association’s Fall 2020 event lineup on Sept. 15, with registration closing Friday, Sept. 11.
This informative virtual session, which will be held from 9 a.m. to 4:30 p.m., will provide participants with everything they need to help guide members through their retirement savings journey.
During the session, participants will learn about four key areas regarding IRAs:
- introduction and establishing IRAs;
- IRA funding;
- moving IRA assets; and
- IRA distributions and beneficiary options.
For more information and to register for the conference, visit the Association’s website.
Professional development grant opportunities are available for this conference. To achieve its mission of fostering the financial independence of New Yorkers through credit unions, the New York Credit Union Foundation provides financial support through several grant programs, including one to further professional development. More information about the Foundation’s grants can be found on the Foundation website.
The full Fall 2020 virtual event lineup can be accessed on the Association’s website.