ALOHA & WELCOME
Payment required by VISA, MasterCard, or American Express for online registration.
Payment required by VISA, MasterCard, or American Express for online registration.
Join us for a comprehensive overview of the fundamental IRA concepts. IRAs A-Z was designed as a crash course encompassing materials from the flagship IRA Essentials and Advanced IRAs courses condensed into one day. This seminar will include exercises throughout the day to help participants apply information to job-related situations. Attendees will leave this session with increased confidence and a better understanding of how to handle most common IRA transactions. Limited IRA knowledge is assumed, but a basic understanding of IRAs is beneficial.
AGENDA
Virtual IRAs A-Z Seminar
8:30 am - 3:30 pm
Virtual IRAs A-Z Seminar
8:30 am - 3:30 pm
Introduction to IRAs
IRA Funding
Moving IRA Assets
IRA Distributions and Beneficiary Options
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REGISTRATION
Registration deadline: September 24, 2024
Registration fee: $295 per person
Participation is limited to registered attendees only
Registration deadline: September 24, 2024
Registration fee: $295 per person
Participation is limited to registered attendees only
This seminar will be presented on the Zoom Meeting platform and requires each attendee to have a computer with video, audio (speakers and microphone), and internet access. An email will be sent to all registered attendees three days prior with links to download or print the seminar material. By registering for this seminar, you are consenting to be recorded and agree to the Hawaii Credit Union League’s code of conduct.
To register and pay online, click the "Register Online" button below.
To register and pay by check, click the "Print Registration Form" button below and
mail to Hawaii Credit Union League; 1654 South King Street; Honolulu, HI 96826-2097.
To register and pay by check, click the "Print Registration Form" button below and
mail to Hawaii Credit Union League; 1654 South King Street; Honolulu, HI 96826-2097.
Cancellation and Refund Policy
No refunds will be made or registration forms accepted after deadline. Cancellation and refund requests must be made in writing and emailed to wendy.kishida@hcul.org. Hawaii Credit Union League reserves the right to cancel this seminar in the event of insufficient participation or for extraordinary reasons outside of its control, with advance notice to all registrants. Hawaii Credit Union League also reserves the right to change the site, instructor, or schedule of this program due to unforeseen circumstances, with as much advance notice possible.
No refunds will be made or registration forms accepted after deadline. Cancellation and refund requests must be made in writing and emailed to wendy.kishida@hcul.org. Hawaii Credit Union League reserves the right to cancel this seminar in the event of insufficient participation or for extraordinary reasons outside of its control, with advance notice to all registrants. Hawaii Credit Union League also reserves the right to change the site, instructor, or schedule of this program due to unforeseen circumstances, with as much advance notice possible.
SPEAKER
Ascensus is the industry leader in supporting IRAs, HSAs and other tax preferred savings plans. For more than 40 years, Ascensus has delivered comprehensive IRA and HSA administration and education to the credit union industry. With one of the largest ERISA consulting teams in the country and training options to keep your organization informed, Ascensus’ capabilities ensure workflow compliance and efficiency. At Ascensus, we teach you, tell you, or tackle it with you using tailored solutions that fit the specific needs of your IRA and HSA programs.
Ascensus supports more than 158,000 retirement plans, more than 6.5 million 529 education savings accounts, and a growing number of ABLE savings accounts. It also administers more than 1.6 million IRAs and more than 760,000 consumer-directed health (CDH) plans. As of March 31, 2023, Ascensus had more than $722 billion in total assets under administration. For more information about Ascensus, visit ascensus.com
Ascensus supports more than 158,000 retirement plans, more than 6.5 million 529 education savings accounts, and a growing number of ABLE savings accounts. It also administers more than 1.6 million IRAs and more than 760,000 consumer-directed health (CDH) plans. As of March 31, 2023, Ascensus had more than $722 billion in total assets under administration. For more information about Ascensus, visit ascensus.com
CONTACT INFORMATION
Hawaii Credit Union League
Hawaii Credit Union League