To Wednesday, September 25, 2019 - 04:30pm
Retirement savings is no joke, and neither are our two-day IRA Workshops. These informative sessions will provide you with everything you need to help guide your members through their retirement savings journey!
Attendees will cover IRA Essentials on day one, and explore more complex IRA Advanced topics on day two. Join the Association for one or both days!
IRA Essentials gives attendees a solid foundation of IRA knowledge. Exercises are included throughout the day to help participants apply information to job-related situations. 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. Attendees should bring a hand-held calculator.
Introduction and Establishing IRAs
Advanced IRAs builds on the attendees’ basic IRA knowledge to address some of the more complex IRA issues that their financial organizations may handle. This is an advanced session; previous IRA knowledge is assumed. The instructor uses real-world exercises to help participants apply information to job-related situations.
Required Minimum Distributions
Roth IRA Conversion Contributions
Withholding and Getting It Right
New York Credit Union Association
1021 Watervliet-Shaker Road
Albany, NY 12205
- Member Credit Unions
- Full Conference: $449
- Daily Registration: $250
- Non-Affiliate Credit Unions
- Full Conference: $549
Registration Deadline: September 6, 2019
Stacy Torkelson is a Consultant with the Ascensus ERISA Compliance Department. As a Consultant, she assists clients with technical compliance questions through Ascensus' 800 Consulting Service. She also instructs Ascensus' webinars and various Ascensus-sponsored seminars nationwide. Her expertise includes Traditional and Roth IRAs, Coverdell education savings accounts, health savings accounts, and various employer-sponsored retirement plans, such as 401(k) plans, 403(b) plans, SEP plans, and SIMPLE IRA plans.
Ms. Torkelson holds a Bachelor of Arts degree in marketing from the University of St. Thomas in St. Paul , MN and a postgraduate diploma in legal practice from the College of Law in London, United Kingdom. She has earned the designation of Certified IRA Professional (CIP) from the Institute of Certified Bankers.
A refund of the amount paid, less an $90 administrative fee per registrant, will be given for all cancellations submitted via email to firstname.lastname@example.org ten or more business days prior to the start of the session. No refunds will be granted if the cancellation is received after that time frame. Substitutes will be accepted any time prior to the start of the program at no additional cost. Simply email an updated registration form, listing the new participant and who they will be replacing.