Image Image




IRA - A Step Above for 2012 - 2013


Wednesday, October 10, 2012


Wilderness Hotel & Golf Resort
45 Hillman Road, Wisconsin Dells


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:

  • 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 IRAs
  • Using a computer to answer members' questions regarding IRAs
  • Learn the quickest way to learn the changes with IRAs for 2012 and 2013
  • 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
  • Learn key take-aways

Understanding the “nuts and bolts” of a product is one thing, being able to apply that information to real life situations is another. Don’t miss this opportunity to learn both the nuts and bolts and, more importantly, how to apply that knowledge in communicating with members!

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 learn."


Save the Date!


Related Files
Printable Brochure (Adobe PDF File)

Related Links
Register Now!

©2005 Wisconsin Credit Union League. All rights reserved.
Site powered by iMIS.