Patrice Konarik
Patrice M. Konarik, CFP® is president and founder of
Sunwest Training Corp. located near San Antonio, Texas. She has over 25 years
experience in the banking industry specializing in Deposit Accounts and IRAs,
and is currently providing training in these areas on a nationwide basis.
Patrice earned her BS in Management from Binghamton University in New York and
has been a Certified Financial Planner™ for 20 years.
Thursday, September 30th, 2010
10:00 am - 12:00 pm
CST
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 including New TIPRA regulations
- Moving money from a Qualified Employer Plan to an IRA
- Moving IRA Funds - IRA Rollover vs. IRA Transfer
Plus
question and answer sessions throughout this presentation.
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.