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IRAs

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IRA Part 3

Upcoming
  • Wed, October 14, 2026
  • Presented by Patrice Konarik
  • Webinar
$299.00
IRA Distributions to owners and beneficiaries will make even the most seasoned IRA expert a little insecure. Just when you think you’ve got it, they change it. The last six years have produced the most substantial changes to IRAs in over 20 years. It is imperative that you know the difference between the “old rules” and the “new rules.”

Masterful Time Management

Upcoming

Beginner Friendly

  • Tue, August 25, 2026
  • Presented by Philip Vassallo
  • Webinar
$299.00
Attending Masterful Time Management will give you the knowledge to understand the traps that compromise efficiency and the skills to develop an excellent plan leading to a productive personal and professional life.

IRA Part 4

Upcoming
  • Tue, October 20, 2026
  • Presented by Patrice Konarik
  • Webinar
$299.00
Now here's a job that nobody wants: auditing the IRA files for necessary paperwork and getting rid of the “junk.” But what paperwork and documents are required to be in the file, and which can be thrown away? This two-hour webinar will answer these questions and many more.

Controlling the Risks of Power of Attorney Documents

Upcoming
  • Thu, November 12, 2026
  • Presented by Terri Thomas
  • Webinar
$299.00
Are you ready to tackle the complexities of Power of Attorney documents with confidence? This session will equip you with the knowledge and insights to navigate even the most challenging situations with ease.

The Intersection of AI & Finance: Practical Applications for Financial Institutions

Upcoming

Beginner Friendly

  • Mon, December 14, 2026
  • Presented by Driti Bafna
  • Webinar
$299.00

This webinar provides a practical overview of how artificial intelligence is reshaping banking and credit union operations, from credit and fraud to member engagement and efficiency.

Attendees will gain a clear understanding of where AI is being used today, what’s coming next, and how to apply it responsibly within a regulated environment.

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