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IRA Training Workshops

November 6 & 7, 2012
DoubleTree Hotel, Westborough, MA

IRA Essentials gives attendees a solid foundation of IRA knowledge. Exercises are included throughout the day to help participants apply information to job-related situations. Attendees will leave this session able to work with IRA owners and process basic IRA transactions with confidence. This is a beginner's session; no previous IRA knowledge is assumed. The trainer will utilize real-world exercises to help participants apply information to job-related situations. Those attending should bring a hand-held calculator.

Beyond Essentials Workshop builds on the learners’ knowledge of IRA basics to help them address some of the more complex IRA issues they handle at the credit union. This is an advanced session; previous IRA knowledge is assumed. The trainer will utilize real-world exercises to help participants apply information to job-related situations. Those attending should bring a hand-held calculator.

The investment for these full day programs includes
program materials, continental breakfast, lunch,
breaks and networking opportunities.
 
Registration Fee: Day 1 or Day 2 is $175.00 per person
Registration Fee: Attend Both Days (same person) is $299.00