One of our highly regarded IRA Training Consultants will come to your credit union and lead one (or more) of the following workshops for your staff.
- IRA Essentials
- Beyond Essentials
- Coverdell ESA Workshop
- Health Savings Account (HSA) Workshop
- IRAdirect® Workshop
Audience
- Staff who need a refresher course or information on more complex IRA issues
- Staff responsible for the IRA program at your credit union
- Staff who provide member IRA product support
- Credit unions that are on or are interested in the Fully-Administered or Self-Administered IRA program
Prerequisites
Beyond Essentials assumes previous IRA knowledge.
Length
- IRA Essentials and Beyond Essentials are full days
- Coverdell ESA, Health Savings Account, and IRAdirect Workshops are 1/2 days
Session Dates
Upon request
Pricing
Contact an Ascensus Customer Response Team Representative at
800-356-9140
Continuing Education Credits
Dependent on curriculum
800-356-9140
