This year’s IRA School has already switched to a virtual format, but we’re still offering the IRA Essentials and Advanced IRAs for those who need training.
Our speakers are now in place and are as follows:
Tammy Schultz, Consultant, ERISA Compliance Department, Ascensus, Inc.
Stacy Torkelson, Consultant, ERISA Compliance Department, Ascensus, Inc.
Ben Maas, Senior Training Consultant, ERISA Department, Ascensus, Inc.
This year has seen the most significant changes to individual retirement accounts (IRAs) in more than a decade. Plan to attend the 2020 IRA School: Essentials & Advanced IRAs, to learn about all of the latest changes as well as brush up on existing rules.
IRA Essentials will take place live online on October 27 and November 4
Advanced IRAs will take place live online on October 28 and November 5
Both Days: 8:30 am – 4:00 pm AZ l 9:30 am – 5:00 pm CO & WY
You’ll walk away with an overview of hot topics, regulatory updates and proposed regulations and the knowledge of how to address these regulatory compliance changes in your credit union.
Click here for more details and to register.