IRA Basics Workshop
Have you ever noticed sometimes when the IRA Guru leaves the financial institution it is without notice or training for a replacement??!! On the first day of training, you feel like someone dropped you on the top of a mountain and told you to find your own way down. In other words, you have NO IDEA where to go or what they are talking about. Everything just sounds alien to you. It’s true. IRAs are a different world from the other accounts at your bank. Oh, they may look similar, but the rules, regulations and IRS reporting build the complications to the point where you feel like you are on falling off of a cliff!! And, just when you finally find your footing, they change the rules again!
- IRA Terminology – Top 20 Terms
- Explanation of IRA Forms (Not Forms Specific – (Please bring your own forms including Application, Contribution form, Distribution, Rollover Review or Certification and any other commonly used forms)
- Beneficiary Designations including Primary and Contingent, Trusts and Estates
- Qualifications, New 2019 Contribution Limits and other new regulations for a:
- Traditional IRA
- Roth and Conversion Roth
- SEP IRAs contributions and IRS reporting
Who Should Attend?
New Account Representatives, Certificate of Deposit Personnel, Savings Counselors, Accountholder Service Representatives, Investment and Trust Personnel who are newly involved in the opening, selling, marketing, or administration of IRAs. Any officer/manager who “oversees” the IRA department and may be responsible for answering IRA accountholders questions or concerns but does not actually open IRA accounts. Experienced IRA Personnel who like a slower pace workshop to cover all the new changes in a comprehensive manner.
Patrice M. Konarik is president of Sunwest Training Corp. founded 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 and Health Savings Accounts 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 these complicated topics.