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IRA Basics Training Webinar

You have finally received the promotion you’ve been dreaming about – IRA Coordinator! Now what do you do? Were you able to get even a little bit of training before the last Guru left the bank – or are you “on your own”? Because of their extreme complexity, IRAs are a very difficult product to learn “on the job.” In short order, personnel begin to dislike this account because of the feeling of uncertainty that occurs when an accountholder asks unfamiliar questions. The goal of this basic Webinar is to start at the beginning of “What is an IRA?” Who can have an IRA? How much can they contribute? All areas will be thoroughly discussed with emphasis on the responsibility of the financial institution vs. the responsibility shifting to the accountholder.

Covered Topics:

•Basic Forms Required To Open, Close, Move and Maintain IRAs (have your own forms – including application, contribution and distribution forms – available during the webinar)
•Qualifications, Contribution Limits and Deadlines for:
◦Traditional IRA and Roth IRAs
◦Conversion Roth (IRS codes and reporting)
•QP and IRA Rollovers vs. IRA Transfers

This is the first session of a two-part series. You can attend both sessions or just one.

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 review of the basics and forms.

Instructor:  Patrice M. Konarik, CFP is president and founder of Sunwest Training Corp. located near San Antonio, TX. She has over 25 years experience in the banking industry specializing in Deposit Accounts and IRAs, and is currently providing training in these areas for many organizations on a nationwide basis. Patrice earned her BS in Management from Binghamton University in New York and has been a Certified Financial Planner for over 20 years.

Schedule and Registration Information

Choose the delivery type that best suits your needs.  Tuition includes textbook (if applicable).
Webinar times are EST.  All other class times are local time.

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