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IRA Essentials

Eventicons_quickbite_telecourse

Date: Feb 02, 2012 08:00 AM - Feb 02, 2012 10:00 AM

Location: Telephone

Price: $139.00

Program Description

This seminar includes some information on distributions and death distributions.  Seminar attendees will leave with less apprehension about their responsibilities and compliance issues for opening IRAs at their credit union.

What you will learn:

  • Product review
  • Rollovers and Transfers
  • Basics on Premature Distributions
  • Basics on 70 ½ Distributions
  • Inherited IRAs
  • Compliance
  • Reporting

About the Presenter

Christy Crawford is the Assistant Vice President with gettechnical inc. in Baton Rouge, LA. Formerly a trainer for Wal-Mart Corporation, Christy brings her eight years of sales and training expertise to your financial institution.

Details

Date: Thursday, February 2
Time: 8:00 a.m. – 10:00 a.m.
Cost: $99

Dial up instructions, PIN number, and an electronic file of the handouts will be sent to the registered participant’s email within 5 business days before the Quick Bite event. In addition, the participant will receive a link to a 21 day audio archive, activated within 48 hours of the live event.

Cancellations and requests for refunds must be received in writing by mail or faxed to 206.340.4808 no later than 10 days prior to the Teleconference/TeleCourse. After this date, only substitutions will be accepted.