CUNA IRA Advanced eSchool provides guidance on complex issues

FOR IMMEDIATE RELEASE   
February 3, 2022
Washington, DC

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.

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About CUNA:           
Credit Union National Association (CUNA) is the only national association that advocates on behalf of all of America’s credit unions, which are owned by 120 million consumer members. CUNA, along with its network of affiliated state credit union leagues, delivers unwavering advocacy, continuous professional growth and operational confidence to protect the best interests of all credit unions. For more information about CUNA, visit cuna.org. To find your nearest credit union, visit YourMoneyFurther.com.

CONTACT:          
Lauren Williams        
CUNA Communications        
202-672-3396