About the Program
This class will explain why members want IRA accounts, the various types of IRAs, review the proper documentation for IRAs,
discuss account closures and answer the most frequently asked questions.
Attendees will need to have internet access and a separate telephone connection.
This program will be facilitated by a veteran credit union professional who has devoted more than 25 years serving as Chief Financial Officer & Chief Executive Officer for the state credit union League and several credit unions. This credit union executive holds a Masters in Business Administration degree and has served on the adjunct faculty for two local universities.