October 17, 2012
EST / 8:00am
$199 per person City: Miami Location: South FL Educational Federal Credit Union, 7780 SW 17th Avenue, Seminar Room #1, 1st Floor, Miami, FL 33183
>Contact: Becki Payne, Associational Services Support Specialist >Phone: 866.231.0545 Ext. 2129 >Email: email@example.com
October 17, 2012
8:30am - 9am
9am - 4pm
IRA Essentials Training
12pm - 1pm
About the Workshop IRA Essentials
IRA Essentials gives attendees a solid foundation of IRA knowledge. Exercises are included throughout the day to help participants apply information to job-related situations. This is a beginner's session, the trainer will utilize real-world exercises to help participants apply information to job-related situations.
Introduction to IRAs: Explain the benefits of an IRA. Identify the tax differences of a Traditional & Roth IRA. Establishing an IRA: Examine the process for establishing and IRA and the required documents.
Funding: Learn about the Traditional and Roth IRA eligibility requirements.
IRA Distributions: Distinguish the possible taxes on IRA distributions.
Portability: Identify the differences between a rollover and a transfer.
Tax Reporting: Outline IRA reporting deadlines.
**PLEASE BRING A HAND-HELD CALCULATOR**
Speaker Paul Kern, CIS, CIP, CISP Paul is a training consultant for Ascensus, Inc., a division of Crump Group, Inc. He is responsible for conducting IRA training programs to meet the needs of credit unions and leagues nation-wide. Paul is the Project Manager for eLearning and IRA University; including the development, design and implementation of both products. Paul holds a Bachelor of Science Degree in Elementary Education with a minor in Psychology from Winona State University and a Master of Science Degree in Curriculum and Instruction from the University of Wisconsin - Madison.