IRA's Part 1 - Start with the Basics Webinar

The world of IRAs is a long and winding trail through the woods. You start off with a pretty clear path and the next thing you know, you are in the middle of a forest and have no clue which way to turn. While you may be able to open and service most bank account products in your sleep, there is nothing that brings more fear than hearing those three little letters – I R A. We usually do not have enough practice opening these retirement accounts to make us comfortable. Worse yet, what if the customer asks us a question we can’t answer? Just understand, no one expects you to be an expert on IRAs. It usually takes several years to be able to finally feel like you can handle it.

This is part one of a four-part series that will get you on your way to finding your path again.

Covered Topics

  • Overview of some of the most common IRA Terms
  • What IRA forms do we complete for new IRA customers versus existing IRA Customers?
  • What are the contribution and deduction limits for the IRA plans including:
    • Traditional IRA
    • Roth IRA
    • Conversion Roth
    • SEP IRA

This is part one of a four-part series. While attending one part of the webinar series may help, attending all four parts will give you the most comprehensive breakdown of the rules and regulations.

It is recommended you have a copy of your IRA application, contribution and distribution forms as well as the Rollover Review/Certification for examples to use during the sessions.

Who Should Attend?

New Account Representatives, Certificate of Deposit Personnel, Savings Counselors, Customer Service Representatives or anyone who is newly involved in the opening, selling, marketing, or administration of IRAs. Any supervisor/manager who “oversees” the IRA department and may be responsible for answering IRA customer’€™s questions or concerns but does not actually open IRA accounts. Experienced IRA trainers or personnel who like a review of the basics and forms.

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


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 Part 1 - Start with the Basics1 Any AnyWebinarSix Month On-Demand Recording Patrice Konarik$295.00 Register Now
IRA's Part 1 - Start with the Basics1 Any AnyWebinarCD-ROM Video Recording Patrice Konarik$345.00 Register Now
Delivery Options

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!

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.

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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