IRA Essentials

Download a brochure and print registration form for the event here.

IRA Essentials gives attendees a solid foundation of IRA knowledge. Exercises are included throughout the day to help participants apply information to job-related situations. At- tendees 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. Those attending should bring a hand-held calculator.
 
Topics covered are:
  • Introduction to IRAs
  • Establishing an IRA
  • Funding
  • IRA Distributions
  • Portability
  • Reporting 
8:30 am — Conference Registration
9:00 am — Session Begins
4:30 pm — Session Concludes
 
Our Speaker
Paul Kern CIS, CIP, CISP - Product Manager of Education
 
Paul Kern is the Product Manager for Education at Ascensus, Inc. He is responsible for conducting, collaboratively designing and evaluating all training programs to meet the needs of financial organizations nation-wide. He is an active member of the National Certified IRA Professional (CIP) Examination Board of Directors and CIP Commission.
 
Before joining Ascensus in 2009, Paul worked for CUNA Mutual Group for 5 years as a training consultant. Prior to 2004, Paul worked in K-12 Education for 10 years. He taught 1st and 2nd grade for 4 years and was a technology integrator for 6 years. His primary responsibilities included integrating technology into K-12 curriculum to meet state and federal standards, individual staff technology development plans, technology staff development sessions, and leadership trainings. During this time he was also an adjunct professor for Edgewood College, Viterbo University, and a requested speaker for the University of Wisconsin-Madison Educational Technology Department.
 
Paul holds a Bachelor of Science Degree in Elementary Education with a minor in Psychology from Winona State University and a Master of Science Degree in Curriculum and Instruction from the University of Wisconsin – Madison. He is a member of the American Society for Training and Development (ASTD), has earned the designation of Certified IRA Specialist (CIS) through Ascensus, Certified IRA Professional (CIP) through Ascensus and the National Association of Federal Credit Unions (NAFCU), as well as the designation of Certified IRA Services Professional (CISP) through the American Bankers Association (ABA). 
 
Hotel Information
If you need to stay at a hotel, the following is a good option.
 
Crystal Inn Hotels and Suites
2254 W City Center Court
West Valley City, UT 84119
1-801-736-2000
wvc@crystalinns.com
 
Search online for a complete list of nearby hotels & rates. 

Date 11/6/2013 9:00 AM to 4:30 PM
Location:
Utah Credit Union Association
1805 South Redwood Road, Suite 200
Salt Lake City, UT 84104
Contact:
mp@utahscreditunions.org
(801) 972-3400

Registration is currently not open for this event.