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AVCU's 2019 IRA Training Program

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Hampton Inn Burlington

42 Lower Mountain View Drive

Colchester, VT 05446

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Our 2019 IRA training program is scheduled for Tuesday & Wednesday, September 17-18. Under the direction of AVCU’s Education and Scholarship Committee, and with the assistance of our training partner Ascensus, AVCU’s program will take place, in whole or in part, contingent on the receipt of sufficient early bird registrations to guarantee that AVCU will achieve a financial break-even point. Each full day session is scheduled to take place at the Hampton Inn & Vermont Event Center.

Essentials provides a solid foundation of knowledge for those new to IRAs, but also offers those with limited experience an updated refresher on rules changes and proper procedures. 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.

Advanced IRAs will include resolving contribution issues, advanced portability, required minimum distributions, beneficiary options, conducting your own compliance audit, and more. The Advanced session provides in-depth knowledge for administrators and member services personnel who have a working knowledge of basic IRA operations and wish to expand their expertise and provide a greatly enhanced member service experience.

Both sessions include a comprehensive training guide which serves as a year-round reference, instruction by a knowledgeable professional with 18 years of IRA training expertise, and buffet-style breakfast and lunch. Per registrant discounts of $50 (one session) and $100 (both sessions) off regular pricing are offered for all early bird registrations submitted by the August 15th deadline.

Although our partner Ascensus offers IRA training events at popular travel destinations across the country, Vermont credit unions will find no more affordable in-person IRA training for their personnel than these two days sponsored by AVCU. We are committed to providing top quality professional development at rates which are affordable to credit unions of all asset sizes.

Sliding Tuition Scale: Credit unions registering multiple personnel enjoy discounted tuition for all 2019 attendees.

For the third consecutive year, in addition to the $50 and $100 early bird discounts, when your credit union submits multiple registrants by the August 15th early bird deadline, your tuition for each program attendee from your credit union gets reduced! (Tuition reductions are based on 6/30/19 asset size and the number of your CU's early bird attendees registered by 8/15/19).

For complete program details and the sliding tuition scale for multiple employees, visit the Educational Seminars page of our website or download AVCU's 2019 IRA Training Brochure (PDF).

Please direct all questions to AVCU's Director of Information Services, John Cote, at 800-234-8285 x 7033 or by email at JohnCote@vermontcreditunions.coop.

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Hampton Inn Burlington

42 Lower Mountain View Drive

Colchester, VT 05446

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