IRA Essentials & Advanced Training

October 8October 9

Two ways to strengthen your IRA expertise

The total number of IRA accounts nationwide rose 11% last year, with Gen Z investors accounting for a large portion of new accounts. This two-tiered learning event will help you meet the needs of this growing market and help secure your members’ financial wellness.

IRA: Essentials provides 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.

IRA: Advanced builds on your basic IRA knowledge to help you address some of the more complex IRA issues your credit union may handle. The instructor uses real-world exercises to help participants apply information to job-related situations. This is an advanced session; previous IRA knowledge is assumed.


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Melanie Shaner
Melanie Shaner Director, Member Success E: mshaner@ohiocul.org
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