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  • November 13, 2024
    IRA Essentials and Advanced Workshop

  • Look Ahead to 2024 Training from MCUL!

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Education & Networking

MCUL is dedicated to keeping the Michigan credit union movement informed throughout the year with an events schedule that tackles our industry’s most relevant and paramount topics. Aside from the knowledge and best practices shared by experts, each of MCUL’s education events offers a great networking platform, where credit union professionals can connect and share insights and takeaways with one another.

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MCUL and Ascensus Present IRA: Essentials and Advanced Virtual Workshops

Credit union staffers who work with members and handle individual retirement accounts will have access to a virtul workshop that covers essential topics on day one and advanced topics on day.

Delivered by Ascensus on Feb. 13-14 the first day includes an introduction to IRAs and how to establish them, along with information on funding, distributions and portability. The second day covers legal issues, excess contribution, required minimum distributions, beneficiary options and withholding requirements and forms.

Those who are unavailable in February but who are still needing the training may also choose to register for the same virtual workshop being offered Nov. 13-14.

Register here

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