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IRA Training Essentials & Advanced
Join us for a virtual deep dive into IRAs, featuring expert instruction from Ascensus.
Ascensus IRA Essentials, Wednesday, October 14, 9:00 a.m. ‐ 4:30 p.m. ET
Ascensus IRA Essentials gives attendees a solid foundation of IRA knowledge. Exercises throughout the day help participants apply information to job‐related situations. Attendees will leave this session able to work with IRA owners and process basic IRA transactions confidently. This is a beginner’s session; no previous IRA knowledge is assumed.
Ascensus Advanced IRAs, Thursday, October 15, 9:00 a.m. ‐ 4:30 p.m. ET
Advanced IRAs build on the attendees’ basic IRA knowledge to address more complex IRA issues that their financial organizations may handle. This is an advanced session; previous IRA knowledge is assumed. The instructor uses real‐world exercises to help participants apply information to job‐related situations.
Registered attendees will receive a detailed training guide for each day of study.
Educational Investment
$299 per person per day
This event is hosted by the Tennessee and Mississippi Credit Union Association and brought to you in collaboration with the Carolinas Credit Union League, Cooperative Credit Union Association, Cornerstone Credit Union League, Kentucky’s Credit Unions, Luminate Louisiana Credit Unions, Minnesota Credit Union Network, Montana Credit Union Network, Nebraska Credit Union League, Wisconsin Credit Union League, and the West Virginia Credit Union League.