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02/28/2019 - IRA Training 101
Program Date/Time: Thursday February 28, 2019 @ 5:00 PM - 6:15 PM EST Program Price: $172.00 for ICUT members / $192.00 for non-ICUT members


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.

Program Highlights
  • What is an IRA?
  • How shouldn the IRA be opened and how are deposits made?
  • How much can one contribute to an IRA?
  • When can you withdraw and when are taxes paid?
  • Much more and an Open Mic!
Who should attend?

All Staff

Requirements

Attendees will need to have internet access and a separate telephone connection.

About the Program Facilitator

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.

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