Join the Association of Vermont Credit Unions and Ascensus for a two-day virtual learning experience designed to strengthen your IRA expertise and confidence. Whether you’re new to IRAs or looking to deepen your existing knowledge, our IRA Essentials and IRA Advanced sessions will help you provide exceptional service to your members and ensure compliance with current regulations. IRA Essentials Tuesday, November 04, 2025 9:00 to 4:00 p.m. IRA Advanced Wednesday, November 05, 2025 9:00 to 4:00 p.m. Essentials provides attendees with a solid foundation in IRA knowledge. Exercises are included 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 prior IRA knowledge is assumed. Advanced builds on the attendee’s basic knowledge to address some of the more complex IRA issues that their credit union 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. Essentials Course Topics May Include Introduction and Establishing IRAs IRA Funding IRA Distributions IRA Portability Advanced Course Topics May Include Complex Transactions IRA Excess Contribution Required Minimum Distribution Beneficiary Options IRA Reporting Who should attend? You should attend this seminar if you need to learn the basics of Traditional and Roth IRAs or if you want an updated, general refresher on IRA rules. Who should attend? An IRA admin or member services staffer with a working knowledge of basic IRA operations, or a compliance specialist with procedural oversight of IRA policies and practices. Daily Session Schedule: 9:00 a.m. - Morning Session Begins 15-minute break (at the instructor’s discretion) 12:00 p.m. - Lunch Break on your own 12:30 p.m. - Afternoon Session Resumes 15-minute break (at the instructor’s discretion) 4:00 p.m. - Session Ends Pricing IRA Essentials - $249 IRA Advanced - $249 Both - $498
Tuition fees include the virtual seminar for one person connecting to the virtual meeting on a single device, digital completion certificate, plus digital handouts, which can serve as a reference guide throughout the year.
💡 Attendees will need a calculator or phone app to participate fully.
