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
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4309 N Front Street Harrisburg, PA 17110
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.