Fri Apr 8 CDT (in 4 months)
In your timezone (EST): Fri Apr 8 2:00pm - Fri Apr 8 3:00pm
Although credit union personnel do not give tax advice to members, IRA administrators still may find themselves fielding legal questions. Generally, there is no IRS guidance on how to handle IRA legal issues. This webinar covers some of the more common legal issues that may arise with IRAs, such as powers of attorney, guardianships, creditors, beneficiary issues, and divorce, as well as how to handle these types of transactions to help mitigate risk for your credit union.
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.