Fri Mar 11 CST (in 3 months)
In your timezone (EST): Fri Mar 11 2:00pm - Fri Mar 11 3:00pm
Going beyond the high-level concepts of beneficiary options, this webinar is a more hands-on approach that dives into death year RMDs, beneficiary portability, how to calculate Single Life Expectancy payments and special death year reporting.
This is part of CUNA IRA Advanced eSchool which starts February 25, 2022. CUNA members gain access to the entire series for $1,395.
Who Should Attend;
This is beneficial for credit union staff who work directly with members on their personal investments including front-line staff, branch managers, loan officers and member service representatives.