IRA Training

The best way to show your commitment and success in an ever-changing retirement savings plan industry is to continue learning. 

Look to your League as your resource for IRA education.  Whether you are interested in learning the basics or want to explore more advanced topics, our training covers all aspects of IRA plans.

REGISTER FOR THE SESSION THAT MEETS YOUR TRAINING NEEDS. 


February 15th: IRA Essentials
Educational Investment: Full Day $275/person per session

9:00 a.m. - 4:30 p.m. (Break 12:00 p.m. - 1:00 p.m.)

IRA Essentials gives attendees a solid foundation of IRA knowledge.  Exercises are included throughout the day to help participants apply information to job-related situations.  Attendees will leave this session able to work with IRA owners and process basic IRA transactions with confidence.  This is a beginner’s session; no previous IRA knowledge is assumed.

Course Topics May Include >>


February 16th: Advanced IRAs
Educational Investment: Full Day $275/person per session

9:00 a.m. - 4:30 p.m. (Break 12:00 p.m. - 1:00 p.m.)

Advanced IRAs builds on the attendees’ basic knowledge to address more complex IRA issues 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.

Course Topics May Include >>


Registration Information

This webinar hosted by the Kentucky Credit Union League offered in collaboration with Indiana, Louisiana, Mississippi, Tennessee, Virginia, West Virginia Credit Union Leagues.

KENTUCKY ATTENDEES REGISTER HERE
OUT-OF-STATE CREDIT UNIONS REGISTER HERE

 

KENTUCKY CREDIT UNIONS: SCHOLARSHIPS ARE AVAILABLE. If your credit union is a member of another League, please check with your League for scholarship information.

Cancellation Policy:
Refunds will be issued until seven days prior to the event date less $50 administration fee per person. Substitutions are accepted at any time. All cancellations or substitutions must be submitted in writing.

Contact Information:
For more information, please contact Janet Garrett at (502) 855-8203 or email [email protected].