Presidents of Utah’s credit unions are invited to join us for this round table to discuss pressing (or not pressing) issues on your mind. This will be the second CEOs @Lunch Networking of the year–a follow-up to the first one, help in early April.

Topics TDB based on input from registered attendees.

There will also be plenty of time to discuss whatever else attendees have on their mind. Discussion will be moderated by Association staff. The round table will last as long as there’s compelling discussion.

Participants will enjoy a lunch at no cost. If you’re not a credit union professional in the discipline but work in a different specific operational area at one of our Utah credit unions, and would like to join a round table, take a look at our list of other round tables. If there’s not one that meets your interests, please let us know at sn@utahscreditunions.org.

Professionals from Utah’s credit unions who work in accounting and related areas are invited to join us for this round table, where you can discuss pressing (or not pressing) issues on your mind.

Discussion will be moderated by Association staff, with a few topics to lead off (to be determined), then an open forum to discuss whatever else attendees have on their mind. 

The round table will last as long as there’s compelling discussion.

Participants will enjoy a lunch at no cost.If you’re not a credit union professional in the discipline but work in a different specific operational area at one of our Utah credit unions, and would like to join a round table, take a look at our list of other round tables. If there’s not one that meets your interests, please let us know at sn@utahscreditunions.org.

IRA Essentials

IRA Essentials gives attendees a solid foundation of IRA knowledge. Exercises are included throughout the day 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 previous IRA knowledge is assumed. Attendees should bring a hand-held calculator.

Course Topics May Include:

Introduction and Establishing IRAs

• Identify the tax differences between a Traditional and Roth IRA

• Examine the process for establishing an IRA and the required documents

• Differentiate between the types of beneficiaries

IRA Funding

• Learn about the Traditional and Roth IRA eligibility requirements

• Identify the contribution limit and deadline

• Communicate contribution reporting deadlines

IRA Distributions

• Identify federal income tax withholding requirements

• Examine IRS penalties and penalty exceptions

• Summarize the tax consequences of IRA distributions

• Communicate distribution reporting deadlines

IRA Portability

• Differentiate between a rollover and a transfer

• Recognize rollovers between IRAs and employer-sponsored retirement plans

Who Should Attend? You should attend this seminar if you:

• Need to learn the basics of Traditional and Roth IRAs or

• Want an updated, general refresher on IRA rules.

The price is $299 per attendee

This class is a hybrid format. You can sign up to attend in person or online via Zoom. (A Zoom link will be provided at a later time)

Check-in begins at 8:30 am. Lunch will be served to in-person attendees.