IRAs: 4 Part Series

Thursday, October 18, 2018

10:00 am – 12:00 pm  CT

Recommended for 10 CE Credits

Program Content:

This four part series includes the following webinars. Each webinar can also be purchased individually. Click on the links below for more information on each webinar or to register for an individual webinar.

IRAs Part I: The Basics Simplified – Thursday, October 18th

The goal of this Part I IRA Basic Webinar is to start at the beginning of “What is an IRA?” Who can have an IRA? How much can they contribute? Includes an overview of the plan IRA types.

IRAs Part II: Rollovers vs. Transfer – Thursday, October 25th

Learn the importance of getting the terminology right!

IRAs Part III: Distributions and Beneficiaries – Tuesday, October 30th

If you are searching for a Webinar where you will achieve that higher “comfort level” on these complicated topics, this seminar is “must-attend”.

IRAs Part IV: Auditing and Compliance– Wednesday, November 14th

If you don’t want your customers to get unnecessary letters and bills the IRS for bank-induced filing errors, this Webinar is a true necessity.

Who Should Attend:

Anyone who works with IRAs in any capacity will benefit from this webinar series.

“I have attended many of Patrice’s live seminars, she is a great trainer and is so knowledgeable on the IRA products.”– Rhonda Prasifka, Citizens State Bank

Presenter:

Patrice M. Konarik is president of Sunwest Training Corp. founded almost 25 years ago and is located in the Texas Hill Country near San Antonio, Texas. With over 30 years in the financial industry, Patrice has focused her expertise on the retirement account area and is currently providing live training and Webinars on IRAs on a nationwide basis. She has a BS in Management Science from New York’s Binghamton University. Many state banking associations and other organizations use her as their main source for training on this complicated topic. Patrice is very approachable and encourages attendees to ask questions during the Webinars.

Register Now

Course / Seminar Type: Recorded Webinars
Course / Seminar Category: Retail Banking, Marketing & Sales Training
Course / Seminar Code:
Course / Seminar Start Date: 10/18/2018
Course / Seminar Price: $995
Course / Seminar Location:

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