Day one focuses on learning the basic elements of IRAs. This is an excellent day of training for IRA administrators new to IRAs, those needing to gain additional knowledge about IRAs, and for those who are looking for a thorough refresher course.
Day two covers everything you need to know about IRAs, which includes all legislative updates. For beginners, this day builds on the information learned on the first day. Day two is an intense day of advanced training covering distributions, excesses, reporting, and every detail an IRA specialist must know.
Dallas - Thursday, October 10, 2013 & Friday, October 11, 2013
TCUL 10th Floor Board Room
4455 LBJ Freeway
Dallas, TX 75244
Visit the Lodging Offers page for hotels near the League's building for discounted sleeping room rates.
Business casual dress is appropriate. Bring a jacket or sweater as room temperatures vary.
Deborah L. Crawford is president of gettechnical inc. She specializes in the education of credit union employees and officers in the areas of deposit account laws, new account documentation, complex compliance regulations, and IRAs. Crawford is well known within the industry for her humorous delivery, personal accounts, and promise to reach each and every attendee, will be a significant benefit for your credit union, your IRA program, and your members.
Certified Public Accounts (CPAs) may earn up to 6.5 continuing professional educational credits (CPE) for each seminar. No advanced preparation or pre-requisites are required. For more details, contact Training & Events at (800) 442-5762 ext. 6630, or (469) 385-6630.
Fee Per Person
$349 Per Attendee / Per Day
Your investment includes instruction, extensive handouts, continental breakfast, lunch, and two (2) beverage breaks.
Walk-ins accommodated on space available basis.
Registrant Cancellation Policy
Substitutions are always welcome. Registration fee refunds (less a $50 processing fee per person) are granted for cancellations received in writing two weeks prior to the seminar.
Seminar Cancellation Policy
Locations with less than 20 registrants four weeks out may be cancelled. In event of cancellation, all registrants will be notified.
Visit the TCUF website (www.tcuf.coop) or call (800) 442-5762 ext. 6448 for Texas Credit Union Foundation (TCUF) educational assistance. Grant requests must be received by the quarterly application deadline.
Contact Training & Events at (800) 442-5762 ext. 6630 or email@example.com if you have physical, medical or dietary needs requiring proper arrangements to be made, and for questions.