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CUNA announces IRA Webinar Series for deep look into IRA issues

The dates for the 2018 CUNA IRA Webinar Series have been announced. Beginning January 24th, this series will provide relevant insights and training for credit union employees to manage the influx of IRA related services and inquiries.

“Credit unions are seeing a wave of retirements from the baby boomer generation, so having deep insights into this popular product as well as the newest legal issues and legislative updates will help them provide knowledgeable service to their members,” said Amanda Schumacher, instructional design manager at CUNA. “This webinar series will catch credit union professionals up on the latest IRA updates, compliance tips, tax questions, legal issues and more.”

Sessions in the CUNA IRA Webinar Series include:

  • 2018 Legislative Update
  • IRA Beneficiary Distribution
  • Handling IRA Legal Issues
  • Top 10 IRA Issues

Credit union professionals unable to attend the live sessions can also register for the recorded session.

Learn more about the series here.

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