Event Info


February 29th, 2012 8:30 AM   through   7:30 PM


STE 200
Training Room
SAINT LOUIS, MO 63146-4012
United States
Early Bird IRA Advanced ONLY (before January 27) $ 249.00
Early Bird IRA Basics and Advanced (before January 27) $ 498.00
Terms and Refund information
Terms and Refund Cancellation Policy: Please write to MCUA Professional Development Department fourteen (14) business days prior to the event for a full refund, minus a $100 administration fee. Substitutions accepted anytime. Send cancellation notice to pd@mcua.org or fax to (314) 542-1312.

Inclement Weather Policy: If MCUA reschedules a training session because of inclement weather or other uncontrollable circumstances, MCUA will make every effort to promptly notify all registrants by a website message, email or telephone. MCUA will reschedule the training session and registrations will be transferred to the new date, after which MCUA’s Cancellation Policy will apply. If the training session is not re-scheduled, full refunds will be provided.

If MCUA does not cancel a training session during inclement conditions or other uncontrollable circumstances, it is up to the registrant or credit union manager to decide if the registrant should attend the program. In an instance where the registrant or credit union manager decides that the inclement weather impedes the registrant’s safe travel, the registration fee will be refunded minus a $100 processing fee.

By registering for this event, I hereby grant the Missouri Credit Union Association permission to use my likeness in a photograph in any and all of its publications, including website entries, without payment or any other consideration. I understand and agree that these materials will become the property of the Missouri Credit Union Association and will not be returned. I hereby irrevocably authorize the Missouri Credit Union Association to edit, alter, copy, exhibit, publish or distribute this photo for purposes of publicizing programs or for any other lawful purpose. In addition, I waive the right to inspect or approve the finished product, including written or electronic copy, wherein my likeness appears. Additionally, I waive any right to royalties or other compensation arising or related to the use of the photograph. I hereby hold harmless and release and forever discharge the Missouri Credit Union Association from all claims, demands, and causes of action which I, my heirs, representatives, executors, administrators, or any other persons acting on my behalf or on behalf of my estate have or may have by reason of this authorization.

I am 21 years of age and am competent to contract in my own name. I have read this release before registering for this event and I fully understand the contents, meaning, and impact of this release.

Help spread the word

Please help us and let your friends, colleagues and followers know about our page: Individual Retirement Account Training - Advanced 2-29-12

You can also share the below link in an email or on your website.
The road to retirment can be challenging. Attend this training so you can help your credit union members build their nest eggs. Two dynamic IRA sessions from the Missouri Credit Union Association (MCUA) offer a solid foundation for your credit union employees. IRA Basics provides the building blocks of IRAs, and IRA Advanced builds on attendees' previous knowledge and includes techniques to deal with members. If you are new to IRAs, an IRA specialist or somewhere in between, this training is for you!

Day 1: February 29 IRA Advanced Training

This program builds upon an individual's previous knowledge of IRAs and looks at some more complex issues. Techniques will be shared on how to be confident in dealing with members when discussing both IRAs and Health Savings Accounts (HSAs).

Topics that will be covered include:

  • The Most Important Number - 590 (as in IRS 590)
  • Rollovers and Transfers
  • Figuring RMD
  • Death Situations
  • Recharacterization
  • Excess Contributions
  • Applying One's IRA Knowledge to Sample Exercises
  • Promoting IRA Products to Members and Potential Members
  • Beneficiary Options
  • Conversions - Do I or Don't I?
  • HSAs - Health Savings Accounts

About Your Instructor

John Baptista, Jr. has taught a countless number of indivdiuals like yourself. His down to earth, practical approach to teaching, allows individuals to learn skills they can readily put to use. A nationally recognized training company writes, "His workshops are an effective blend of presentation and hands-on participation. And his caring, energetic style is a plus you'll appreciate". Often described as the "best there is to offer", John brings laughter, fun and most of all his ability to get others to learn.


February 29th, 2012 8:30 AM   through   7:30 PM
STE 200
Training Room
SAINT LOUIS, MO 63146-4012
United States