ALOHA & WELCOME
Payment required by VISA, MasterCard, or American Express for online registration.
Payment required by VISA, MasterCard, or American Express for online registration.
IRA Essentials gives attendees a solid foundation of IRA knowledge. Exercises are included throughout the day to help participants apply information to job-related situations. Attendees will leave this session able to work with IRA owners and process basic IRA transactions with confidence. This is a beginner’s session; no previous IRA knowledge is assumed. Attendees should bring a hand-held calculator.
Advanced IRAs builds on the attendees’ basic IRA knowledge to address some of the more complex IRA issues that their financial organizations may handle. This is an advanced session; previous IRA knowledge is assumed. The instructor uses real-world exercises to help participants apply information to job-related situations.
Advanced IRAs builds on the attendees’ basic IRA knowledge to address some of the more complex IRA issues that their financial organizations may handle. This is an advanced session; previous IRA knowledge is assumed. The instructor uses real-world exercises to help participants apply information to job-related situations.
AGENDA
Day 1: IRA Essentials
Introduction and Establishing IRAs
Day 2: Advanced IRAs IRA Update
• Summarize the restrictions on the movement between IRAs • Recognize the options available when moving from an employer-sponsored retirement plan to an IRA • Explain the result of violating the portability restrictions Roth IRA Conversion Contributions
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REGISTRATION
Registration deadline: September 18, 2023
IRA Essentials & Advanced IRAs Seminar (Two days – October 3-4 2023)
Registration fee for two days: $590 per person
Day 1: IRA Essentials Only: $305 per person
Day 2: Advanced IRAs Only: $305 per person
Registration deadline: September 18, 2023
IRA Essentials & Advanced IRAs Seminar (Two days – October 3-4 2023)
Registration fee for two days: $590 per person
Day 1: IRA Essentials Only: $305 per person
Day 2: Advanced IRAs Only: $305 per person
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 workshop 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.