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IRA Legal Issues

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IRA training presented in partnership with Ascensus



Although financial organization personnel do not give tax advice to their clients, IRA administrators still may find themselves fielding legal questions. Generally, there is no IRS guidance on how to handle IRA legal issues. This course covers some of the more common legal issues that may arise with IRAs, such as powers of attorney, guardianships, creditors, beneficiary issues, and divorce; as well as how to handle these types of transactions to help mitigate risk for your organization.

To register for this webinar, please follow these simple steps:

  1. Click "Register for 2024 Webinars" and choose your price point
  2. Complete the "Personal Information" form, using "00000" as your Organization Number
  3. Select the webinars you'd like to attend
    • Please note that webinar times are listed as CST on the Ascensus website. 
  4. Enter the exclusive DISCOUNT CODE 'CCUA10' when completing payment to enjoy 10% off of your purchase

Use Code CCUA10 to Register



Cooperative Education





July 11, 2024 11:00 am - 12:00 pm EST