IRA Training with Ascensus - Essentials & Advanced

Published: Aug 13, 2021

Event date: 10/19/2021 8:30 AM - 10/20/2021 4:00 PM Export event

Louisiana is proud to collaborate with seven partner leagues to bring Ascensus back in a virtual format for the IRA training you need. Ascensus is the nation’s premier trainer to cover your IRA questions – from the basics to the complex issues. Now more than ever, it’s important to know and understand the impact of various changes brought on by pandemic related legislation.

Your instructors will use real-world exercises to apply information to job-related situations. Whether you are new to IRAs or an experienced administrator wanting an update, you'll find the training you need to serve your members' IRA needs.

Ascensus IRA Essentials on Tuesday, October 19, will provide attendees a solid foundation of IRA knowledge. Attendees 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. Topics may include Introduction & Establishing IRAs, IRA Funding, IRA Distributions, and IRA Portability.

Ascensus Advanced IRAs on Wednesday, October 20, 2021, will build upon your basic IRA knowledge to address some of the more complex IRA issues that their financial organizations may handle. Topics may include IRA Update, IRA Excess Contributions, Required Minimum Distributions, Beneficiary Options, Advanced Portability, Roth IRA Conversion, and IRA Legal Issues.

About the Instructors

The instructors for the training are Ascensus Senior Training Consultant Debbie Shipman and Technical Consultant Jeff Aga. Both Shipman & Aga conduct training programs nationwide and have expertise in Traditional and Roth IRAs, Coverdell education savings accounts, health savings accounts, and SEP plans.

Your Educational Investment

Your educational investment for the training is $245 per person, per session/day, or $475 if the same person attends both sessions/days. The registration deadline is October 6, 2021.

Register Today!

Note: You will be sent to the Mississippi Credit Union League Website to register.

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