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Event Date Fri Mar 18 CDT (in 4 months)
In your timezone (EST): Fri Mar 18 2:00pm - Fri Mar 18 3:00pm
Location Webinar
Region Americas

Congress has passed new legislation that now allows even more generous rollover options. With 10,000 baby boomers turning age 65 every day and liberalized rollover options, more rollover questions are coming up now than ever before. This webinar explains some of the new rollover opportunities along with the evolving portability rules between IRAs and employer-sponsored retirement plans. It teaches credit unions how to capture, facilitate, and report rollovers between retirement plans and IRAs.

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.