Thu, Jul 16, 2015
IRA Essentials will give attendees a solid foundation of IRA knowledge. It is a beginner’s session with no previous IRA knowledge assumed.
Advanced IRAs builds on the attendee’s basic IRA knowledge to address some of the more complex IRA issues.
Tuition for each session is $290 for credit unions with >$50M in assets, $145 for credit unions with <$50M in assets and $72.50 for credit unions with <$10M in assets. Credit unions with up to $150M in assets may be eligible for educational reimbursement from the Credit Union Foundation of MD|DC.