IRA - A Step Above for 2012 - 2013
Wednesday, October 10, 2012
Wilderness Hotel & Golf Resort
Sleeping room rate: Single/Double/Triple Occupancy $99.00 plus tax and $9.95 resort fee When making your sleeping room reservations ask for the WI Credit Union League IRA Workshop at Glacier Canyon Lodge
About the Program
Having a foundation on IRAs, 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 IRAs. This program builds upon one’s fundamental IRA knowledge and presents new skills and techniques to deal with more complex issues.
Using hands-on case studies and examples, participants will learn specific tools to be able to discuss with confidence IRAs and be the professional members deserve and want to deal with.
Members view employees of their credit union 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 does! It provides participants with specific tools and hands-on examples that will allow you to answer most questions a member might ask. If you have a laptop, and want to bring it, feel free to do so because you will learn how to use it to deal with IRAs.
As one participant stated, “The material was presented in words I can understand and the instructor took the time to explain our questions, and made sure we understood what was being covered.” Most individuals, even those with years of experience, state they walk away with information they never knew prior to taking this course.
Topics that will be covered include:
About the Speaker
John Baptista's experience combines over 35 years in the financial industry, including 30 years in management, and over three decades as a trainer and consultant. His lifetime of customer relations and 'real world' experiences, provide a new learning dimension to each of his programs and training seminars. He is an alumnus of the University Of Southern California and the University of San Diego.
As the youngest branch manager in the history of one of the largest California Banks John recognized early the importance of customer service. From over 2000 employees, he was ranked in the top 10% for providing the best in customer service.
His training style is described as, "down to earth", "refreshing and engaging with a practical approach to teaching". This style allows individuals to learn skills they can readily put to use. A client writes "John is an exceptional communicator and facilitator, and was great in keeping the attendees engaged. He not only knows his stuff, but is able to target his message to a variety of levels and personalities simultaneously! Perhaps the informality of his training helps to make it more enjoyable and easier for everyone to stay focused and engaged. He uses great "real world" examples to emphasize key points".
A nationally recognized training company writes "His workshops are an
effective blend of presentation and hands-on participation. And his
caring, energetic training style is a plus you'll appreciate. John
brings laughter, fun and most of all his ability to get others to
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