April 18th

10:00 am - 5:30 pm EDT
9:00 am - 4:30 pm CDT


1 day, 7 hours, 30 minutes


Venue Info:

22 Inverness Center Parkway
Suite 50
Birmingham, AL 35242

 

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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.

IRA Advanced builds on the attendees’ knowledge of IRA basics to address some of the more complex IRA issues their financial organizations 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.

Who Should Attend

You should attend IRA Essentials Training if you need to learn the basics of Traditional and Roth IRAs or want an updated, general refresher on IRA rules. You should attend IRA Advanced Training if you are an IRA administrator, personal banker, or member services personnel who has a working knowledge of basic IRA operations and wishes to expand your expertise and provide enhanced customer service; are a financial professional who recognizes that IRAs play an integral role in retirement planning; are a compliance specialist with procedural oversight of IRA policies and practices; or are support personnel responsible for promotional materials that describe the services provided by your credit union.

Agenda

Tuesday, April 18

8:30am – 9:00amIRA Essentials Registration / Sign In
9:00am – 10:30amIRA Essentials Training
10:30am – 10:45amBreak
10:45am – 12:00pmIRA Essentials Training
12:00pm – 1:00pmNetworking Lunch
1:00pm – 2:30pmIRA Essentials Training
2:30pm – 2:45pmBreak
2:45pm – 4:30pmIRA Essentials Training

Wednesday, April 19

8:30am – 9:00amIRA Advanced Registration / Sign In
9:00am – 10:30amIRA Advanced Training
10:30am – 10:45amBreak
10:45am – 12:00pmIRA Advanced Training
12:00pm – 1:00pmNetworking Lunch
1:00pm – 2:30pmIRA Advanced Training
2:30pm – 2:45pmBreak
2:45pm – 4:30pmIRA Advanced Training

Registration Information

Early Bird Attendee Registration Single Day: $219 (before April 4, 2017)
Early Bird Attendee Registration Both Days: $399 (before April 4, 2017
Regular Attendee Registration Single Day: $239 (starting April 4, 2017)
Regular Attendee Registration Both Days: $419 (starting April 4, 2017)

**If you are traveling and need a hotel reservation, we suggest the Homewood Suites at 215 Inverness Center Dr, Birmingham, AL 35242. LSCU does not have a hotel room block available for these workshops.

Speaker

Ben Maas

Maas Ben 2Ben Maas is a Training Consultant with the Education department at Ascensus. Mr. Maas conducts IRA training programs nationwide. His expertise includes Traditional and Roth IRAs, Coverdell education savings accounts, health savings accounts, and SEP and SIMPLE IRA plans. He lives with his family in Lodi, WI.

 

 

 

CPE Information

NASBA_CPERegistry_logo_color_transparent_smThe League of Southeastern Credit Unions is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website.

Registrant Cancellation Policy

All cancellations must be in writing and received by Tuesday, April 11 by 5:00pm. No refunds will be issued after this time. Substitutions are always welcome.

Educational Assistance

Small Asset Sized (SAS) CU Initiative Account
SAS credit unions ($50 million in assets or less) may apply a portion of their $500 SAS CU Initiative Account to the registration fee for this event or any LSCU or League Service Corporation product and/or service. As LSCU bills your credit union for the events/services used, your credit union can simply write on the invoice that it is to be paid out of your LSCU Small Credit Union Initiative Account. The League’s accounting staff will keep track of the expenditures from your account.

Special Needs

If you have physical, medical, or dietary needs requiring special attention, contact Jo Beth Wicks at 866.231.0545 x2172.

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