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Michigan Credit Union League

Invest in Credit Union Staff Handling IRAs/HSAs with MCUL Training

Credit union staffers with all levels of experience handling individual retirement accounts (IRA) and health savings accounts (HSA) will benefit from the MCUL & Affiliates 2018 IRA: Essentials and Advanced, and New Health Savings Account Workshops.

Oct. 3–5 at The Hotel Indigo in Traverse City, the first day of training includes IRA basics, ideal for new employees or as a refresher for more seasoned staff. IRA insights continue on Oct. 4 with more in-depth IRA topics dealing with distributions, beneficiary options, advance portability and ROTH IRA conversions.

Health savings accounts will be the topic on Oct. 5 to discuss establishing, funding and distributing HSAs, plus portability and compliance.

The event features a fun networking event the evening of Oct. 4. Registration is just $219 per person, per day.

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2018-09-20 00:00:00