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Eight-part IRA audio series starts June 1
MADISON, Wis. (5/17/10)--The Credit Union National Association (CUNA) is offering an eight-part audio series on individual retirement accounts (IRAs) starting June 1 at 1 p.m. CT and continuing through July 27. Participants will learn about traditional and Roth IRAs and health savings accounts (HSA). New accounts personnel will be taught how to open an IRA, understand beneficiary concerns, complete the required documentation for an IRA, and identify the ages, penalties and requirements for IRAs, CUNA said. Member contact employees will examine the building blocks or foundation that is most critical with IRAs, learn how to answer member questions about IRAs and discover how to refer a member from the teller line to the new accounts desk. The services can be purchased as individual sessions or a group of sessions. Sessions offered include:
* Types of IRAs, Traditional vs. Roth, June 1; * IRA: Documentation Requirements, June 15; * IRA: Contribution and Distribution Rules, June 22; * IRA: Rollovers and Transfers, June 29; * Penalties Associated with IRAs, July 6; * How to Give Advice on IRAs Without Giving Advice, July 13; * How to Promote IRAs and HSAs to Build Member Relations, July 20; and * How to Apply Your IRA Knowledge, July 27.
John Baptisa Jr. will teach the sessions. He has more than 30 years’ experience in the financial industry, 29 years in management and more than 35 years of customer relations experience. For more information, use the link.
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