IRA
2-Hour TeleCourse
11:00 a.m. - 1:00 p.m.
The IRA Basic Telephone program is designed for those new to IRAs and is a great review for those who have been in the business for a while. The program addresses the purpose of IRAs, and how IRAs play in a member’s retirement strategy. It describes the different types of IRAs and their eligibility requirements. This program 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 financial institution.
Topics include:
• Product review;
• Rollovers and Transfers;
• Basics on Premature Distributions;
• Basics on 70 ˝ Distributions;
• Inherited IRAs;
• Compliance; and
• Reporting
Speaker
Christy Crawford is the Assistant Vice President with gettechnical inc. in Baton Rouge, La. Formerly a trainer for Walmart Corporation, Christy brings her eight years of sales and training expertise to your financial institution. She has a Bachelor's Degree in Speech Communication from Louisiana State University, and she brings humor, youth, and vitality to the programs she teaches.
Educational Investment: $199.00 per telephone connection. Unlimited Listeners and Free Audio Archive
AUDIO ARCHIVE!
Can’t tune in today? Scheduling conflicts? Staffing issues? Absent employee? Take advantage of our audio archive feature available on-line for 21 days after the date of the session. All you need is a PC with Internet access, speakers or a headset. You must be registered for this QB to hear the audio-recorded version and receive handouts.
If you have not received your handout materials 3 days prior to session, contact the Education Department: Susan O'Loughlin, 800-228-2285, ext. 7061 or 203-608-7061 or soloughlin@culct.coop.
