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.
Introduction and Establishing IRAs
IRA Funding
IRA Distributions
IRA Portability
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 jgarrett@kentuckyscreditunions.org.