LSCU COOP / Education / Events Calendar / LSCU Conferences & Workshops / IRA Training

IRA Essentials & Beyond Essentials Training

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
  • Funding
  • IRA Distributions
  • Portability
  • Reporting

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 Benefits
  • IRA Tax Reporting and Withholding
  • IRA Transactions
  • 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.

Agenda

  • 8:30am - 9am CT     Registration/Continental Breakfast
  • 9am - 4:30pm CT     IRA Training
  • 12pm -    1pm CT     Group Lunch

    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.

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