2022 IRA feature copy


Registration Deadline:  September 21, 2022

Just starting out in the retirement services industry or need a refresher on IRAs?  Want to be able to work with IRA owners and process basic IRA transactions with confidence?  IRA Essentials is the ideal seminar for you.  Day one will cover introduction to IRAs, establishing an IRA, IRA funding, IRA distributions, IRA portability, and reporting.

Advanced IRAs builds on the attendees’ basic IRA knowledge to address the more complex IRA issues that their financial organizations may handle.  The instructor uses real-world exercises to help participants apply information to job-related situations.  Day two will cover IRA updates, IRA excess contributions, required minimum distributions, beneficiary options, and advanced portatbility.  Previous IRA knowledge is assumed.

This seminar will be presented on the Zoom web conference platform that encourages each attendee to have a computer with video (web cam), audio (speakers and microphone), and internet access.  A link will be sent to all registered attendees three days prior to the seminar.

Payment by VISA or MasterCard required for online registration.

To register online, you must log in with your user name (email address) and password.
Click here and follow the instructions to Reset your password or Register to create an account.

To mail a check, please click here to print registration form and mail completed form with check to:
Hawaii Credit Union League
1654 South King Street
Honolulu, HI  96826

Pakela Awards for Educational Excellence Credit Hours: 9 for two days

This program is presented by Hawaii Credit Union League and is registered with Hawaii State Board of Public Accountancy.