We invite CUSO educators to engage in our latest Conversation on Education! Join us for a discussion on techniques for educating both credit union staff and membership about the basics of IRAs. Our goal is to create a space where credit union professionals can confidentially discuss pain points in their current procedures, and seek advice from others while managing an IRA portfolio in CBX. Click the button below to register today!
Please note: CU*Answers is not authorized to provide instructions on which IRA processing code(s) to use or offer any other legal advice on how to manage your IRA accounts. Please contact your IRA administrator for assistance with understanding IRS regulations regarding IRA accounts.
Tuesday, August 4th
3:30 PM – 4:30 PM ET
If you’d like to stay connected on all of our upcoming Conversations On Education topics, we encourage you to visit our website and click the ‘Join our email group’ button to submit your information.
Interested in joining conversations about other topics? Visit our website to view all of our current groups.
