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Home » Eight-session CUNA IRA Advanced eSchool begins Feb. 24
CU System

Eight-session CUNA IRA Advanced eSchool begins Feb. 24

November 14, 2022
Rethinking the Roth IRA

Credit union professionals can learn the latest on how to properly administer Individual Retirement Accounts (IRAs) at CUNA IRA Advanced eSchool in weekly sessions February 24 through April 14.

“IRAs seemingly never get easier,” said Jess MacLagan, CUNA instructional design manager. “Surrounded by regulations and IRS rules, it’s necessary to attend an eSchool like this that keeps you up to date on how to best assist members with their IRAs.”

Building on the foundational knowledge attained in CUNA IRA Fundamentals eSchool, CUNA IRA Advanced eSchool is ideal for prior attendees who want to enhance their established skill set or explore other, more multifaceted, and complex topics such as death claims and legal or trust issues. In addition, frontline staff, managers and anyone who answers questions regarding IRAs would find this school worth attending.

Click here for more information on CUNA IRA Advanced eSchool.

Credit Union Magazine: Spring 2023

Spring 2023

Credit Union Magazine’s Spring 2023 issue features the 2023 Credit Union Heroes and examines CUNA-League advocacy priorities, board leadership, the impact of financial well-being efforts, fee-related compliance issues, predictions for the year ahead, and more.
Digital Edition •  Subscribe

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