Meetings

Enriching People Everyday

Throughout the year, the Tallahassee Chapter sponsors workshops on topics of interest to those in the Credit Union community.

All workshops are subject to change or cancellation.

2010 WORKSHOPS

IRA/HSA Workshop

Wednesday, February 23, 2011
8:30-11:00 a.m.
Envision Credit Union
440 North Monroe Street
Tallahassee, FL

Presented by:
William Berg, CCUE, CUCE, BASCS
Vice President of Regulatory Affairs
League of Southeastern Credit Unions

Topics Covered Include:
Roth IRA's
Traditional IRA's
Available Tax Credits
Health Savings Accounts
Education Savings Accounts
Death Claims and Life Expectancy
Conversion from Traditional to Roth IRA

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Register for a Workshop

Name of Credit Union:

Email address:

Telephone number:

Name of workshop:

Number of people attending:

Select Payment Option

Bring Check

Mail check

$10 Check made payable to:
Tallahassee Chapter

Mail Checks to:
Tallahassee Chapter of Credit Unions
PO Box 5496
Tallahassee, FL 32314

Please email any suggestions for future workshop topics: mail@tallahasseechapter.org