IRA Workshop Essentials and Advanced
November 9–10, 2010
Clive, IA
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ABOUT THIS EVENT
Staff training is a vital part of every successful IRA program. Whether you need to begin with the basics or expand your expertise, here's your opportunity to build IRA knowledge so you can provide top-notch service to your credit union's members.
IRA Essentials Workshop
This workshop builds a solid foundation of IRA knowledge. You'll develop the skills and knowledge to work with IRA owners and process basic transactions with confidence. Exercises are included throughout the day to help you apply the information to job-related situations. No previous IRA knowledge is necessary.
Advanced IRA Issues Workshop
In the advanced workshop, you'll get ready to handle more complex IRA issues. Discover how to address required minimum distributions, recharacterizations, and Roth conversions. Get hands-on practice in working with real-world IRA transactions.
Please bring a handheld calculator.
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LOCATION
| IRA Workshop Essentials and Advanced: November 9–10, 2010 |
COUNTRY INN AND SUITES
1350 Nw 118th St
Clive, IA 50325-8202
Phone: (515) 223-9254
Fax: (515) 223-9327
Room rates: $85*
Hotel Reservation Deadline: October 18, 2010
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* Room rates and availability cannot be guaranteed. Rooms may be sold out prior to this date, so make your reservations early! Room reservations and fees are the responsibility of the registrant. To claim this room rate, call for reservations and reference "CUNA" or "Credit Union National Association."
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For more program content information or to request a brochure call 800-356-9655, ext. 4882, or email abollman@cuna.coop. For registration questions, call 800-356-9655, ext. 4949, or e-mail reginfo@cuna.coop.
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TUITION
Registration Fee, Attendee: $359 per person
Registration is $359 per attendee, $329 each for multiple attendees, or $199 per attendee for a single-day session (multiple attendee discount only applies to full conference). To receive the multiple attendee discount, all registrations must be processed in the same order.
More registration tips.
Small CU Discounts: If your credit union has less than $15 million in assets, you'll receive a discount by entering a promotion code on the "Complete Checkout" page. Learn more. Only one discount applies.
Grants and Scholarships:
Several grants and scholarships are available through the Iowa Credit Union Foundation to help credit unions attend educational events. To explore these opportunities, please visit www.ia-icul.org/foundation or contact Marybeth Foster at marybethf@iowacreditunions.com.
Affiliation with CUNA/League is required for attendance.
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SCHEDULE
8:30 – 9:00 a.m. Registration
9:00 a.m. – 4:30 p.m. Session
Noon – 1:00 p.m. Lunch
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TOPICS & OBJECTIVES |
INSTRUCTORS |
CANCELLATIONS
Cancellations received in writing (via fax 608-231-4327) before the end of business on November 2, 2010 are eligible for a refund of the amount paid minus a $50 administrative fee. No refunds will be granted for cancellation requests received after November 2, 2010. Substitutions are accepted anytime prior to the start of the program at no additional cost. Simply fax event and contact information, listing the new participant and who they will be replacing. Cancellation fees do not apply for free or complimentary programs.
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For more program content information or to request a brochure call 800-356-9655, ext. 4882, or email abollman@cuna.coop. For registration questions, call 800-356-9655, ext. 4949, or e-mail reginfo@cuna.coop.
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