IRA's 4 Part Series Webinar

This four part series includes the following webinars. Click each link for a complete description of what will be covered in each session. Each Webinar can also be purchased individually.

Covered Topics

IRAs Part 1 – Start with the Basics – Thursday, September 10th
Let’s introduce you to the basic IRA terminology, forms and plan types. We’ll give you a jump-start to build the IRA foundation.

IRAs Part 2 – QP and IRA Rollovers vs. Transfers – Thursday, September 17th
If there is any confusion in the IRA world, it is the use of the words “rollover” vs. transfer when moving a Qualified Plan to an IRA and/or an IRA to an IRA. There are 3 main questions that need to be asked when receiving money that has previously been part of a QP or an IRA.

IRAs Part 3 – Distributions and Beneficiary Payouts ‘€“ Thursday, October 22nd
On January 1, 2020, the SECURE Act became effective with some of the most sweeping distribution changes we’ve had to IRAs since 2002. In addition, the life expectancy tables are being updated for 2021 distributions. Lots to catch up on!

IRAs Part 4 – How to Audit Your IRA Files ‘€“ Friday, October 30th
Now that you’ve been dropped into the IRA department without training, how do you know what to keep and what to toss as far as IRA documents go? Add on to that, your bank just purchased another institution and you have to go through all their IRA files, too!!

Who Should Attend?

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

Continuing Education (CE) Credits

This webinar is recommended for 2.5 CE Credit Hours. Each attendee will receive a Certificate of Attendance for self-reporting of CE Credits.

View Delivery Options

Related Topics

Instructor

Patrice Konarik
Patrice Konarik

Patrice M. Konarik is president of Sunwest Training Corp. founded over 25 years ago and is located in the Texas Hill Country near San Antonio, Texas. With over 35 years in the financial industry, Patr... read more.

Course TitleCreditsStart DateStart TimeDelivery TypeDelivery OptionInstructor / LocationPrice
IRA's: 4 Part Series1 Any AnyWebinarSix Month On-Demand Recording Faculty$1,065.00 Register Now
IRA's: 4 Part Series1 Any AnyWebinarCD-ROM Video Recording Patrice Konarik$1,255.00 Register Now
Delivery Options

LIVE WEBINAR:
INCLUDES 7 DAYS OF ONDEMAND PLAYBACK! With this option, you will participate in the webinar (via the internet) as it is being presented. You will login to the webinar on your PC to view the PowerPoint presentation, and you have the option of using your PC speakers or a telephone for the audio. You can type and send your questions to the instructor. Many companies are now running their PC through an LCD projector allowing many employees to participate at the same time. And don’t worry if you miss the webinar, you can still view it for up to seven days after it takes place!

SIX MONTH ONDEMAND VIDEO:
With this option, you will receive an e-mail that contains a link to the PowerPoint slides (to download, print, and copy) as well as a link to the media player where you will view and hear the entire webinar just as it was delivered, featuring the full-color PowerPoint presentation with audio. You can pause, fast-forward and rewind as needed, which makes it an effective training tool. The weblink will be available to you (and anyone else in the company) for up to six months and can be accessed 24/7 as many times as you wish. Delivered via e-mail the day after the webinar takes place.

CD-ROM VIDEO:
If you do not have internet access or want to make the webinar part of your training library, the CD-ROM Recording is a great option for viewing a webinar. You can pause, fast-forward and rewind as needed, which makes it an effective training tool. With this option, you will receive a download of the PowerPoint slides and a CD-ROM Recording (featuring PowerPoint presentation with audio) of the webinar via regular mail. Mailed 7 to 10 days after the webinar takes place.

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