Effective September 30, online
registration will be temporarily unavailable while we upgrade our
website. Please complete the registration form and scan or send
it to: The League email@example.com The League, Attn: Registration, N25W23131 Paul Road, Suite
500, Pewaukee, WI 53072.
November 20, 2014
Kalahari Resort & Convention Center
1305 Kalahari Dr.
Room Rate: $109.00 Single/Double plus
Date: October 18, 2014
Who Should Attend: Anyone responsible for handling
IRA's, regardless of experience. There has been a major change this
year, so this program will benefit those new to IRAs as a well
as those more experienced individuals. Attend and learn the new
ruling on IRA Rollovers and what changes your credit union needs to
About the Program
Having a foundation on IRA’s is one thing, building upon it is
another. With a tax code that is 73,608 pages long, it is no wonder
employees start to panic when a member asks questions regarding
IRA’s. Like it or not, members view employees as experts, and one
thing members do not want to hear is “I’m sorry you need to
talk to your tax advisor.” A highlight of this program covers what
no other IRA program in the country does!
Topics that will be discussed include:
Understanding New vs. Old Money
The Most Important Number with IRA’s
Using a Computer to Answer Member’s IRA Questions
The Quickest Way to Find Changes for 2014 and 2015
Rollovers and Transfers – Understanding the Major Change!
Promoting IRA Products to Members and Potential Members