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IRA TeleCourse

March 04, 2010
10:00 a.m. – 12:00 p.m. CDT

What You Will Learn:

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.  It addresses the purpose of IRAs, and 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.

WHAT YOU WILL LEARN:

• Product review
• Rollovers and Transfers
• Basics on Premature Distributions
• Basics on 70 ½ Distributions
• Inherited IRAs
• Compliance
• Reporting

Speaker: Christy Crawford is the Assistant Vice President with gettechnical inc. in Baton Rouge, LA. Formerly a trainer for Wal-Mart Corporation, Christy brings her eight years of sales and training expertise to your financial institution. She has a Bachelors Degree in Speech Communication from Louisiana State University and brings humor, youth and vitality to the programs she teaches. 

Get Connected: It’s as easy as 1 - 2 - 3

1. Fill out the information below and submit registration.

2. Prior to the conference, you will receive a special instruction sheet outlining the computer login and telephone dial-in procedures, your password, a specific toll-free telephone number and handout materials.

3. On the day of the conference gather all the attendees around your computer and speakerphone, distribute copies of the handout material, and enjoy the conference.

Cancellation/Payment Policy: Substitutions are always welcome. No-shows and cancellations received five days or less prior to the event will be invoiced for the full registration fee. Please do not send payment; your credit union will be billed. Password information and materials will be e-mailed 48 hours prior to the session.