IRA Training
The highly skilled Ascensus trainers present virtual IRA workshops covering essential and advanced IRA topics, delivered right to your desk!
THIS TRAINING IS A COLLABORATION WITH TENNESSEE CREDIT UNION LEAGUE.
Ascensus is the nation’s premier provider of IRA services for credit unions, with training options that cover the full range of IRA topics from basic to advanced. Whether you are new to IRAs or an experienced administrator wanting an update on this year’s new rules, you’ll find the training you need to serve your members’ IRA needs.
REGISTER FOR THE SESSION THAT MEETS YOUR TRAINING NEEDS.
April 8: IRA Essentials
Educational Investment: Full Day $299/person per session
VIRTUAL LEARNING OPPORTUNITY
9:00 a.m. - 4:30 p.m. (Break 12:00 p.m. - 1:00 p.m.)
Perfect for beginners! Gain a solid foundation of IRA knowledge. By the end of this session, you will be able to work confidently with IRA owners and process basic transactions. No prior experience required.
April 9 : Advanced IRAs
Educational Investment: Full Day $299/person per session
VIRTUAL LEARNING OPPORTUNITY
9:00 a.m. - 4:30 p.m. (Break 12:00 p.m. - 1:00 p.m.)
Ready for the next level? This session builds on basic knowledge to address complex issues your organization faces. The instructor uses real-world exercises to help you apply regulations to actual job scenarios. Previous IRA knowledge is assumed.
Registration Information
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.
Cancellation Policy:
Cancellations received more than 14 days before the event are eligible for a refund, minus a $100 administrative fee. This fee is waived for events priced at $100 or less.
Cancellations received 14 days or less before the event are not eligible for a refund, as catering and venue commitments have already been finalized.
Refunds are not available for no-shows. However, you're welcome to send a colleague in your place at no additional cost—just let us know ahead of time.
To cancel, please email events@yourleague.org.
If We Need to Cancel or Postpone
In the rare event we must cancel due to low enrollment or unforeseen circumstances, you'll receive a full refund. If we need to postpone, you may choose either a full refund or transfer your registration to the rescheduled date.
Contact Information:
For more information, please contact Janet Garrett at (502) 855-8203 or email jgarrett@kentuckyscreditunions.org.
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