The IRA Workshops Sept. 20-21 will provide participants with everything they need to help guide members through their retirement savings journey. Participants will benefit from sessions geared torward IRA essentials and advanced IRAs.
IRA Essentials will give attendees a solid foundation of IRA knowledge. Exercises are included throughout the day to help participants apply information to job-related situations, and attendees will leave this session able to work with IRA owners and process basic IRA transactions with confidence.
Advanced IRAs builds on the attendees’ basic IRA knowledge to address some of the more complex IRA issues that their financial organizations may handle. The instructor uses real-world exercises to help participants apply information to job-related situations.
Don’t miss out, register by Sept. 15! The IRA Workshops will be held at the New York Credit Union headquarters in Albany.
The New York Credit Union Foundation supports New York credit unions with up to $50 million in assets by underwriting this special rate on Association events. To learn more about the Foundation and its programs, click here. Additionally, Professional Development Grants are available to assist with registration costs for credit unions of all asset sizes.