Member One Federal Credit Union

IRAs and Retirement 101

 Along your professional journey to become a MERII, this is the 4th out of 5 courses you are required to attend to help you become a true trusted advisor to our members!

Do you want to work forever? I highly doubt it and I believe our members would love to enjoy their retirement years as well!

 Enroll in this 3 and ½ day course to find out how we can actively and confidently work to plan a future for ourselves where retirement is possible, thus being able to guide our members on how to do the same.

 Topics of discussion will include retirement options such as IRAs, 401ks or other investments with an emphasis on how important it is to diversify your income and prepare for the future. Attendees will gain in-depth knowledge of IRAs and their importance in our ever-changing world.

 Beyond the definitions, rules, and regulations from the IRS regarding IRAs, we will take a deep dive into the IRA investments Member One currently offers, what makes them special, and how they differ from one another. We will discuss the policies, practices, and procedures regarding IRA transactions necessary for your current role within Member One FCU.

 Upon completion of this course, you will feel confident in your knowledge and abilities surrounding IRAs and their transactions. Member One wants you to be empowered to communicate that knowledge to our members, sharing our secrets to a better, easier life in our collective retirement years.