March 12, 2013
- March 13, 2013
EST / 8:00am
$199 per person/per day | $349 per person/both days City: Birmingham, AL Location: America's First FCU - 1200 4th Ave N, Birmingham, AL 35203
>Contact: Becki Payne, Association Services Support Specialist >Phone: 866.231.0545 x2129 >Email: firstname.lastname@example.org
Paul Kern CIS, CIP, CISP iPaul Kern CIS, CIP, CISP is the manager of instruction for Ascensus, Inc. He is responsible for conducting, collaboratively designing, and evaluating all IRA training programs to meet the needs of financial organizations nationwide. He is an active member of the National Certified IRA Professional (CIP) Examination Board of Directors and CIP Commission.
IRA Essentials - Tuesday, March 12, 2013 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. Attendees will leave this session able to work with IRA owners and process basic IRA transactions with confidence. This is a beginner’s session; no previous IRA knowledge is assumed. Those attending should bring a hand-held calculator. Course topics may include:
Introduction to IRAs
Establishing an IRA
You should attend this seminar if you:
Need to learn the basics of Traditional and Roth IRAs
Want an updated, general refresher on IRA rules
IRA Beyond Essentials - Wednesday, March 13, 2013 Beyond Essentials builds on the attendees’ knowledge of IRA basics to address some of the more complex IRA issues their credit unions may handle. This is an advanced session; previous IRA knowledge is assumed. The instructor uses real-world exercises to help participants apply information to job-related situations. Course topics may include:
IRA Tax Reporting and Withholding
Required Minimum Distributions (RMDs)
Processing an IRA Death Claim
You should attend this seminar if you: Are an IRA administrator or member service representative who has a working knowledge of basic IRA operations and wishes to expand your expertise and provide enhanced member service.
Sheraton Birmingham Hotel
2101 Richard Arrington Jr. Boulevard North
Birmingham, Alabama 35203 Reservations: 1.800.325.3535 Rate: $125 per night Code: 407284
The Westin Birmingham
2221 Richard Arrington Jr. Boulevard North
Birmingham, Alabama 35203 Reservations: 205.307.3600 Rate: $145 per night Code: 407284 These rates are available to The League of Southeastern Credit Unions and their guests through December 31, 2013 so feel free to give these to anyone who asks.