In Partnership with Credit Union National Association
Go to main content
SOC - FacebookSOC - TwitterSOC - LinkedINSOC - YouTube
Michigan Credit Union League

Marquette and Frankenmuth Locations for IRA Training

MCUL & Affiliates will be holding the 2017 IRA: Essentials & Beyond Essentials training in both upper and lower peninsula locations this fall. Being facilitated by Deb Shipman, CIS, CIP, CISP, a senior IRA training consultant with Ascensus, the workshop first heads to the Hampton Inn Marquette/Waterfront Sept. 27 & 28. The event then repeats again on Oct. 11 & 12 at the Bavarian Inn Lodge in Frankenmuth.

The first day of training provides IRA Essentials and 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.

Beyond Essentials takes place the second day and builds 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 and previous IRA knowledge is assumed. The instructor uses real-world exercises to help participants apply information to job-related situations.

Participants may choose to attend either of the one-day sessions, or both, based on experience and needs. Registration is $199 per person, per day.

Go to main navigation
Especially For:
2017-09-11 00:00:00