2013 IRA Training Set for September 

Join MCUL & Affiliates Sept. 24-25 for IRAs: Essentials and Beyond Essentials, at the Bavarian Lodge Inn in Frankenmuth. The IRA session gives attendees a solid foundation of IRA knowledge. Exercises are included throughout the day to help participants apply information to job-related situations. Topics include an introduction to IRAs, establishing and funding, distributions, portability and reporting during the first day, which is a beginner’s session that assumes no previous IRA knowledge. Day two will cover IRA amendments, resolving contribution issues, advanced portability, required distributions and withholding. Attendees may choose one or two days of training.

Deb Shipman, senior IRA training consultant for Ascensus Inc., will prepare attendees to leave with the know-how to work with IRA owners and process basic IRA transactions with confidence. Frankenmuth is centrally located and offers unique shops, dining and recreation. For registration and more details for the 2013 IRA Training, click here.

Submissions to Monitor may be emailed. Bryan Laviolette is the editor of Monitor. Contact him by email or call (800) 262-6285, ext. 233. The newsletter of the Michigan Credit Union League is published Monday mornings or Tuesday mornings when Monday is a holiday. There is no Monitor the week after Christmas and the week after the Annual Convention and Exposition. The MCUL reserves the right to edit submissions for clarity and space.
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