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Michigan Credit Union League

Shipman Featured at IRA: Essentials and Advanced Training in September

New days require new ways of bringing Michigan credit union professionals important training, and MCUL is leading the charge with a virtually delivered IRA: Essentials and Advanced training event.

Held on Sept. 29-30, the session features Debbie Shipman and Paul Cullen from Ascensus. They will attempt to make everyone feel as if they're present, regardless of where they're working from.

"IRA Essentials" will take place the first day to provide 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 and no previous IRA knowledge is assumed.

The second day will kick things up a notch with "Advanced IRA" information, building on attendee's basic IRA knowledge to address some of the more complex IRA issues that their financial organizations may handle. As an advanced session, some previous IRA knowledge is assumed. The instructor uses real-world exercises to help participants apply information to job-related situations.

Daily schedules are from 8:30 a.m. to 4:30 p.m. and include six hours of session materials, an hour for lunch and special morning/afternoon energizing breaks that everyone will be talking about. Registration is just $239 per person, per day.

Click here to learn more or register.

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2020-09-15 00:00:00