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IRA Workshop: A Step Above for 2013-2014


Thursday, October 3, 2013


New Location:
Brett Favre's Steakhouse
1004 Brett Favre Pass, Green Bay, WI


Speaker: John Baptista


About the Program

Topics that will be covered include:

  • A Major Change Since the Crash of 2007
  • Understanding New vs. Old Money
  • Learn Things From A Credit Union Perspective
  • The Most Important Numbers With IRA’s
  • Using A Computer To Answer Member’s Questions Regarding IRA’s
  • Learn The Quickest Way To Learn The Changes With IRA’s For 2013 and 2014
  • The Art Of Giving Advice Without Giving Advice – It’s Effective Communication
  • Rollovers And Transfers
  • Figuring RMD
  • Applying One’s IRA Knowledge To Sample Exercises
  • Promoting IRA Products To Members And Potential Members
  • Conversions – Do I or Don’t I?
  • Roth vs. Traditional – A Comparison
  • An Upcoming Product – Health Savings Accounts (HSA’s)!

Related Files
Printable Brochure (Adobe PDF File)

Related Links
Register Now

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