Teleconference: IRAs

 

This seminar includes some information on distributions and death distributions. Seminar attendees will leave with less apprehension about their responsibilities and compliance issues for opening IRAs at their credit union.

What you will learn:
  • Product review
  • Rollovers and Transfers
  • Basics on Premature Distributions
  • Basics on 70 􏰀 Distributions
  • Inherited IRAs
  • Compliance
  • Reporting
     
Speaker: Christy Crawford is the Assistant Vice President with gettechnical inc. in Baton Rouge, LA. Formerly a trainer for Wal-Mart Corporation, Christy brings her many years of sales and training expertise to your financial institution. She has a Bachelor’s Degree in Speech Communication from Louisiana State University and brings humor, youth and vitality to the programs she teaches. 

 

Date 2/20/2014 9:00 AM to 12:00 PM
Location:
Your telephone
Your address
Your city, UT 84000
Contact:
mp@utahscreditunions.org
(801) 972-3400

Registration is currently not open for this event.