IRA Basics webinar (2014)

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EW107714

Jul. 7, 2014 11:00 a.m.-12:30 p.m. CT

For those who are new to Individual Retirement Accounts (IRAs) or need a refresher, this session provides the fundamentals of Traditional and Roth IRAs. Join Fred Volkman as he covers IRA contributions, distributions and portability, including the new portability rules associated with rollovers between employer-sponsored retirement plans and IRAs.

This webinar is held in partnership with Ascensus, the largest independent retirement and college savings services provider in the United States, and qualifies for (1) credit towards a participant’s Certified IRA Specialist (CIS) designation. This certification is managed by Ascensus.

Takeaway: IRA Workbook

This webinar is part of CUNA IRA eSchool, which starts July 7, 2014. Purchase the entire eSchool and SAVE $953 over the regular price of $219 for each individual session.

Who Should Attend

This webinar is beneficial for credit union staff that answer basic member questions in regard to IRAs including frontline staff and tellers. Affiliation with CUNA/League is required for attendance.

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EW107714

Jul. 7, 2014 11:00 a.m.-12:30 p.m. CT

Fred Volkman

Fred VolkmanFred is a training consultant for Ascensus, Inc., a division of Crump Group, Inc. He is responsible for developing and delivering IRA training programs, on a national level, to meet the needs of credit unions and leagues. Fred is also the project manager for compliance and operational eLearning. As such, he is responsible for overseeing new and existing webinars for credit union staff, including the development, design, implementation, assessment and maintenance of all courses. He is also the project manager for the IRAdirect® training environment.

Prior to joining Ascensus in 1997, Fred gained six years experience working at two large Wisconsin banks. His responsibilities included sales and servicing of individual retirement accounts and tax-deferred annuities. In addition, Fred assisted with personal banking, consumer and mortgage loans and branch management.

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EW107714

Jul. 7, 2014 11:00 a.m.-12:30 p.m. CT

Recorded Event

All live event registrations include credit union access to the recorded event. You may also purchase the recorded event separately. Click here to see more about purchasing the recorded event.

Recorded events can be accessed by anyone at a registered credit union through My Programs.

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EW107714

Jul. 7, 2014 11:00 a.m.-12:30 p.m. CT

CUNA is a leading provider of webinars to the credit union movement. Just like face-to-face classes, CUNA webinars allow you to see and hear a presentation, ask questions of the speaker and refer to handouts. With topics spanning all credit unions' business areas, CUNA Training Bundle affordably provides unlimited access to all CUNA webinars, eSchools and audio conferences for all staff, managers and board members.

Registration includes credit union access to the recorded event through My Programs.

Connecting to Your Webinar

CUNA webinars use Adobe Connect to provide an interactive and convenient online learning environment. Whether you are a first-time Adobe Connect user, or simply need a refresher, take a short tour. You'll learn how to effectively interact with the speakers and your peers during live webinars.

You need a phone and a computer with an Internet connection. Event connection details will be emailed to registered attendees 24-48 hours prior to the event. If you register for an event on the day it is being held, please call 800-356-9655, ext. 4249 or email for assistance.

Recorded Event

All registrations include credit union access to a recording of this event. Recorded events are available within 48 hours of the live event. Recorded events can be accessed by logging into My Programs using your CUNA website username and password.

Discounts

CUNA Council members and CUNA Volunteer Network members receive a $50 discount. Credit unions with less than $50 million in assets receive a $50 discount by applying promo code CUSMALL during checkout. Your final price will be visible at checkout. Only one discount applies.

100% Guarantee

CUNA is committed to providing a quality learning experience. If for some reason you are not fully satisfied, contact us and we'll provide you a full tuition refund or credit.

Cancellations

Cancellations received in writing (via fax 608-231-4327) seven or more days before the start of the program are eligible for a refund of the amount paid minus a $30 administrative fee. No refunds will be granted if cancellation is received six days or less before a program begins. Substitutions are accepted anytime prior to the start of the program at no additional cost. Simply fax event and contact information, listing the new participant and who they will be replacing. Cancellation fees do not apply for free or complimentary programs.

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