Register for One-Day or Two!

UP IRA: Essentials & Beyond Essentials
September 27-28, 2017 | Hampton Inn Marquette/Waterfront

Facilitated by Deb Shipman, CIS, CIP, CISP
Senior IRA Training Consultant, Ascensus

IRA Essentials Workshop - Day One
IRA Essentials gives attendees 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 "Beyond Essentials" Workshop – Day Two
Beyond Essentials builds on the attendees’ knowledge of IRA basics to address some of the more complex IRA issues their credit unions may handle. This is an advanced session; previous IRA knowledge is assumed. The instructor uses real-world exercises to help participants apply information to job-related situations.

What a Value
Each one-day session is priced at just $199 per person, per day, and includes an IRA manual, continental breakfast and lunch. Lodging is not included.

What to Bring

Participants should bring a hand-held calculator. A light jacket or sweater is recommended, as room temperatures may vary.


  • When

  • Wednesday, September 27, 2017 - Thursday, September 28, 2017
    8 am - 4.30 pm
    Eastern Time

  • Where

  • Hampton Inn
    461 South Lakeshore Boulevard
    Marquette, Michigan 49855

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