IRA: Essentials and Advanced Virtual Workshops Offered by MCUL Featuring Deb Shipman from Ascensus

Credit union staffers who work with members and handle individual retirement accounts may register now for a virtual workshop being offered by MCUL in conjunction with Ascensus. Participants may register for either one- or both-days of the two-day training that covers essential topics on day one and advanced topics on day two.

Delivered by Deb Shipman, a certified IRA professional from Ascensus, the workshop takes place on Nov. 13-14 with the first day including an introduction to IRAs and how to establish them, along with information on funding, distributions and portability. The second day covers legal issues, excess contributions, required minimum distributions, beneficiary options and withholding requirements and forms.

Registration is $294 for a single day or $588 for both days.

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