Ascensus IRA Virtual Training


Published: Aug 25, 2020

Event date: 10/20/2020 8:30 AM - 10/21/2020 3:30 PM Export event

LCUL’s annual collaboration with the Mississippi Credit Union Association to provide ASCENSUS IRA training is going virtual. Ascensus is the nation’s premier provider of IRA services for credit unions and their trainings cover the spectrum of the basics to the advanced and this year it’s being delivered right to your desk. Registrants have the option to attend Essentials, Advanced or Both Courses at a discounted rate for the same person.

  • October 20 - Ascensus IRA Essentials from 8:30 am – 3:30 pm CST. Topics include Introduction & Establishing IRAs, IRA Funding, IRA Distributions and IRA Portability.
  • October 21 – Ascensus IRA Advanced from 8:30 am – 3:30 pm CST. Topics include IRA Update, IRA Excess Contributions, Required Minimum Distributions, Beneficiary Options and Advanced Portability.

Each participant is required to have an internet connection and their own device from which to participate. Each registration includes workshop materials sent via email and an archive recording provided after the live broadcast. Please note that certificates of completion can only be issued for registrants.

Each course can be purchased individually for $219 or purchased together for $425. To find out full program details and to register, click here to be re-directed to MSCUA’s website.

Theme picker