New HSA Workshop Joins IRA Training in Traverse City

Credit unions looking to train staff on Individual Retirement Accounts (IRAs) and Health Savings Accounts (HSAs) may begin registering for individual-day workshops held Oct. 3–5 in Traverse City at The Hotel Indigo.

Ascensus will once again work with MCUL to deliver timely IRA training ideal for new or seasoned staff members, with IRA essentials covered Oct. 3 and advanced IRA topics on Oct. 4.

New this year is a third day of training on Oct. 5, specific for those who handle HSAs. The material will cover establishing HSAs, funding, distributions, portability and compliance issues. Registration is just $219 per person, per day. Participants may choose to attend 1-, 2- or 3-days based on interests and experience levels.