IRA Workshop Day One

December 6, 2022 | 10:00 am to 3:00 pm
CrossState Credit Union Association - Harrisburg
4309 N Front Street Harrisburg, PA 17110
Get Directions Register Here

Event Information

Day one of our two-day workshop will cover IRA Fundamentals. Throughout the day we will cover the fundamentals of Traditional, Roth, and Coverdell IRAs which will include the following rundown: 

  • eligibility 
  • account opening and appropriate disclosures 
  • different types of contributions 
  • different types of distributions 
  • deceased IRA owners 

Registration for this IRA Workshop costs $199 per person for CrossState members and $249 for non-members.