The LSCU’s IRA Training will be held in Birmingham, AL on Tuesday, March 20. IRA Essentials Training is being offered for those who need to learn the basics of Traditional and Roth IRAs or want an updated, general refresher on IRA rules.
IRA Advanced Training is also offered for those who are an IRA administrator, personal banker, or member services personnel who have a working knowledge of basic IRA operations and wishes to expand your expertise and provide enhanced customer service; are a financial professional who recognizes that IRAs play an integral role in retirement planning; are a compliance specialist with procedural oversight of IRA policies and practices; or are support personnel responsible for promotional materials that describe the services provided by your credit union.
Attendees are welcome to register for both sessions.
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