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Michigan Credit Union League

IRAs: Essentials and Beyond Essentials Returns in October

Deb Shipman, CIS, CIP, CISP, senior IRA training consultant with Ascensus will be in Michigan Oct. 5 & 6 to facilitate IRAs: Essentials and Beyond Essentials at the Bavarian Inn Lodge in Frankenmuth.

Day one provides essentials to give 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 the session able to work with IRA owners and process basic IRA transactions with confidence.

Day two goes beyond these essentials to build on the attendees’ knowledge of IRA basics to address some of the more complex IRA issues their credit unions may handle. This is an advanced session where real-world exercises will help participants apply information to job-related situations.

Registration is $199 per person, per day. Attendees may register for one-day or two.

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2016-07-25 00:00:00