CUNA News
  • LOG IN
  • Create Account
  • Sign Out
  • My Account
  • LOG IN
  • Create Account
  • Sign Out
  • My Account
  • Credit Union Magazine
    • Buyers' Guide
    • Digital Edition
    • Credit Union Hero
    • Credit Union Rock Star
    • Subscribe
    • Advertise
    • Contact
  • Advertise
  • Topics
    • Community Service
    • Compliance
    • Credit Union Hero
    • Credit Union Rock Star
    • Credit Union System
    • Directors
    • Human Resources
    • Leadership
    • Lending
    • Marketing
    • Operations
    • Policy & Issues
    • Sales & Service
    • Technology
  • Awards
    • Nominate Credit Union Hero
    • Nominate Credit Union Rock Star
  • Podcasts
  • Videos
  • Jobs
  • Contact

News

Home » CUNA IRA Advanced eSchool provides guidance on complex issues
CU System

CUNA IRA Advanced eSchool provides guidance on complex issues

February 8, 2022
IRAeS

CUNA IRA Advanced eSchool, to be held Fridays from Feb. 25 through April 15, will help credit union staff assist members with complex IRA needs including death, trusts, distributions and other legal issues.

“It builds on the foundational knowledge obtained in the CUNA IRA Fundamentals eSchool and touches on the more advanced aspects of IRAs, giving the staff more confidence,” said Jess MacLagan. “It also gives those who may be experienced IRA professionals the ability to add onto their established skill set or explore other areas of retirement accounts they may not know about.”

Frontline staff, tellers, MSRs, managers, finance and anyone else who answers questions regarding IRAs will find value in the topics covered, as will past attendees of the CUNA IRA eSchool and IRA Web Series.

To learn more, visit the eSchool’s webpage.

Credit Union Magazine: Summer 2023

Summer 2023

Credit Union Magazine’s Summer 2023 issue highlights the lending outlook for the rest of the year, how credit unions leverage fintech companies to boost digital lending, the power of lending partnerships, common Bank Secrecy Act violations, and the shift board members must make when becoming chair.
Digital Edition •  Subscribe

Trending

  • Debt ceiling deal has credit union implications

  • One week to nominate a 2023 Credit Union Rock Star

  • FOM proposal is ‘important step’ toward more inclusive CU membership

Tweets by CUNA_News

Polls

Does your credit union partner with any fintechs?

View Results
More

Champion for the Credit Union Movement

Credit Union National Association is the most influential financial services trade association and the only national association that advocates on behalf of all of America's credit unions. We work tirelessly to protect your best interests in Washington and all 50 states. We fuel your professional growth at every level and champion the credit union story at every turn.

More CUNA

  • Membership
  • Contact Us
  • Careers

Resources for

  • Credit Union Advocates
  • Leagues
  • Press
  • Providers

Our Affiliates

  • American Association of Credit Union Leagues (AACUL)
  • Credit Union Awareness
  • Credit Union House
  • CUNA Strategic Services
  • National Credit Union Foundation
GET CUNA UPDATES
© 2023 Credit Union National Association | ADA Compliance Notice & Legal
Email Us