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X-WR-CALNAME:The League of Credit Unions and Affiliates
X-ORIGINAL-URL:https://the-league.coop
X-WR-CALDESC:Events for The League of Credit Unions and Affiliates
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DTSTART:20250101T000000
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DTSTART;TZID=UTC:20261104T090000
DTEND;TZID=UTC:20261105T163000
DTSTAMP:20260520T031723
CREATED:20251031T162738Z
LAST-MODIFIED:20260511T163204Z
UID:30000228-1793782800-1793896200@the-league.coop
SUMMARY:Virtual IRA Training
DESCRIPTION:Time: 9:00 a.m. – 4:30 p.m. ET\nDate: November 4 – 5\, 2026 \nPricing\nBoth Days – $549\nDay 1 – IRA Essentials $299\nDay 2 – Advanced IRA $299 \nREGISTER TODAY! \nAgenda\nTopics Covered Day 1:\nIRA Essentials gives attendees a solid foundation of IRA knowledge. Exercises are included throughout the day to help participants apply information to job related situations. Attendees will leave this session able to work with IRA owners and process basic IRA transactions with confidence. This is a beginner’s session; no previous IRA knowledge is assumed. Attendees should have a handheld calculator nearby. \nIRA Essentials \n\nIntroduction and Establishing IRAS-90 Minutes\nIRA Funding-90 Minutes\nIRA Distributions-90 Minutes\nIRA Portability-90 Minutes\n\nTopics Covered Day 2:\nAdvanced IRAs builds on the attendees’ basic IRA knowledge to address some of the more complex IRA issues that their financial organizations may handle. This is an advanced session; previous knowledge is assumed. The instructor uses real world exercises to help participants apply information to job-related situations. \nIRA Advanced \n\nIRA Update-30 Minutes\nAmending IRA Documents-30 Minutes\nRequired Minimum Distributions-60 Minutes\nBeneficiary Options-150 Minutes\nAdvanced Portability-45 Minutes\nFinding Answers to Commonly Asked IRA Questions-45 Minutes\n\nSponsors
URL:https://the-league.coop/event/virtual-ira-training/
LOCATION:VA
CATEGORIES:Virtual Meetings
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