2013 IRA Essentials/Advanced Workshops

Event Days: 09/17/2013 - 09/18/2013

Start 8:30 a.m.
End: 4:30 p.m.

Don’t miss these valuable workshops!
IRA Essentials: Sept. 17
IRA Advanced: Sept. 18

Credit Union Association of New York Headquarters
1021 Watervliet-Shaker Rd., Albany, NY  12205

Registrations due Sept. 10!

Educational Investment: $199/one workshop or $349/both workshops (same attendee)

About IRA Essentials:
This interactive workshop will offer you a solid foundation of IRA knowledge. You’ll learn to work with IRA owners and process basic IRA transactions with confidence. If you need to learn the basics or would like a refresher course, this is the workshop for you!

Topics include:
• Introduction to IRAs
• Establishing an IRA
• Funding
• IRA distributions
 Portability, including transfers and rollovers
• Tax reporting

Attendees should bring a hand-held calculator. Lunch and refreshments will be provided.

About IRA Advanced:
Build on your basic IRA knowledge during this workshop, which will focus on more complex IRA issues. You’ll participate in real-world credit union activities, learning to apply new skills in everyday situations. If you have a working knowledge of basic IRA operations and would like to expand your expertise and provide enhanced member service, this workshop is a must-attend.

Topics include:
• IRA amendments
• Resolving contribution issues
• Advanced portability
• Required distributions
• Withholding

Attendees should bring a hand-held calculator. Lunch and refreshments will be provided.


About the Instructor: Tina Glynn
Training Consultant, Ascensus, Inc.

Instructor Tina Glynn delivers IRA training programs to meet the needs of financial institutions nationwide. As the project lead for IRAdirect® webinars, she is responsible for the development, design, promotion and implementation of all IRAdirect compliance webinars for credit unions.

Before joining Ascensus in 2012, Tina gained eight years of training experience in the insurance and non-profit industries. She is a member of the American Society for Training and Development (ASTD) and is a designated Certified IRA Specialist (CIS) with Ascensus.