IRA Training: Frankenmuth and Marquette this Fall

MCUL & Affiliates will deliver IRA: Essentials & Beyond Essentials on Sept. 27-28 at the Hampton Inn Marquette/Waterfront and on Oct. 11-12 at the Bavarian Inn Lodge in Frankenmuth.

Deb Shipman, CIS, CIP, CISP a senior IRA training consultant with Ascensus will facilitate the training. Attendees may choose to attend either one- or two-days. The first day provides essential information to form a solid foundation of IRA knowledge. Exercises are included throughout the day to help participants apply information to job-related situations and leave able to work with IRA owners and process basic IRA transactions with confidence.

The second day goes beyond the essentials to builds on the attendees’ knowledge of IRA basics and address some of the more complex IRA issues their credit union may handle. This is an advanced session and real-world exercises will help participants apply information to job-related situations.

Registration is $199 per person, per day and includes an IRA manual, continental breakfast and lunch.