West VirginiaCredit Union League

together with Ascensus present an

IRA Learning Event

October 1October 2, 2015

9:00 am to 4:30 pm
Charleston, WV

Please note that registration/check-in will begin at 8:30 am each day

IRA Essentials –October 1

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. The trainer will utilize real-world exercises to help participants apply information to job-related situations. Those attending should bring a hand-held calculator.

  • Introduction to IRAs
  • Establishing an IRA
  • IRA Distributions
  • Portability
  • Tax Reporting

Advanced IRAs– October 2

Advanced IRAs builds on the learners’ knowledge of IRA basics to help them address some of the more complex IRA issues they handle at the credit union. This is an advanced session; previous IRA knowledge is assumed. The trainer will utilize real-world exercises to help participants apply information to job-related situations. Those attending should bring a hand-held calculator. Topics covered are:

  • IRA Benefits
  • IRA Tax Reporting and Withholding
  • IRA Transactions
  • Required Minimum Distributions
  • Processing an IRA Death Claim

Please bring a handheld calculator

IRA Training Professional

Ben Maas, CIS, CIP, CISP

Training Consultant

Ben Maas is a Training Consultant with the Resource Development department at Ascensus. Mr. Maas conducts IRA training programs nationwide. His expertise includes Traditional and Roth IRAs, Coverdell education savings accounts, health savings accounts, and SEP and SIMPLE IRA plans. He also leads the development, design, implementation, assessment, and maintenance of the IRA University curriculum.

Mr. Maas joined Ascensus in 2005 as a member of the IRA Call Center prior to becoming a training consultant. He received a Bachelor of Business Administration degree in Finance from the University of Wisconsin–Whitewater. He has earned the Certified IRA Specialist (CIS) designation through Ascensus, the Certified IRA Professional (CIP) through the National Association of Federal Credit Unions (NAFCU), and the Certified IRA Services Professional (CISP) designation through the American Bankers Association (ABA). He is a member of the Association for Talent Development (ATD).

Registration Options

  • Online at
  • Complete and fax registration form to 304-485-0573
  • Mail registration to:411 Cedar Grove Rd. Parkersburg, WV 26104
  • Registration/Cancellation Deadline: September 25, 2015.
  • No refunds after this date, substitutions accepted at any time
  • Contact Keith Rhodesat 800-642-1946 for more information.

When and Where

  • Holiday Inn and Suites
  • Lodging available on Sept. 30 and Oct. 1 (Limited room block available)
  • Located at400 Second Avenue ~ Charleston, WV 25303

Reserve your room early

  • Lodging costs will be $102.00 per room per night (No sales tax will be charged if paid by a credit card issued in the credit union’s name and the Tax Exemption Letter).
  • To reserve a room at this rate, please make your reservation by September 3, 2015by calling 1-304-744-4641.
  • You must use the WV Credit Union League meetingname when making reservations to get the discounted rate.

Payment Information

  • $145.00 per person for each one-day session
  • Includes materials, lunch, and refreshments