Operations, Sales & Service Upcoming Training List
Price Product Type Title
IRA Contributions webinar
Covers both Traditional and Roth IRA contribution issues, including deadlines, limits, possible tax credits, and Traditional IRA deductibility rules.
Trust Accounts webinar
Addresses the tough Trust issues that many credit unions struggle with including documentation, field of membership, insurance and lending issues.
Deceased Member Accounts webinar
covers probate and non-probate transfer vehicles, making a claim against an estate, asserting lien rights and other potential traps credit union professionals should be aware of.
IRA Reporting webinar
Provides the current, in-depth review of IRA reporting requirements, including RMD and beneficiary reporting, fair market value statements, annual account statements, and Forms 1099-R and 5498.
CUNA Payments Roundtable
Join the major players from the credit union industry and beyond for discussions to explore the implications for the new era of payments systems. CPE Credits: 14.