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IRAs 2024 from A-Z: Basic Issues All Day Streaming

It may be difficult to enter the “IRA” world without building a strong foundation of basic knowledge first. Often, when an organization’s IRA “expert” leaves the position, it comes without warning. This leaves others to struggle though the learning process. This session will provide that strong foundation of knowledge needed.

Live Stream
Tuesday, August 13th, 2024
9:00 am - 4:00 pm
Presented by Patrice Konarik
$849.00 or 4 Tokens

Includes: 12 months of OnDemand playback access

  • Auditing
  • Compliance
  • Customer Service
  • Deposit
  • Deposit Accounts
  • IRAs
  • Reporting
  • Teller
  • Transaction Compliance
  • Trusts
  • Branch Manager
  • Compliance Officer
  • Internal Auditor
  • New Accounts Representative
  • Teller
  • Training Manager
  • Trainer

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On the first day of this two-day comprehensive live streaming class, you will learn the basic terminology of IRAs, as well as the different IRA plan types available, including the definitions, contribution limits, and other pertinent information.

You will be provided an electronic copy of the full “IRA Training and Reference Manual” (aka the “Red Book”), which will be referenced throughout the class. We highly recommend you have this available during the training session to follow along and find the information as needed after the class. There are plenty of cheat sheets (or quick reference charts) contained in the book to use as aids. This same book will be used for both days.

What You'll Learn

  • The top 20 terms of IRAs
  • Traditional IRA contribution limits and income limits for deductions
  • Roth IRA contribution eligibility and when is the interest really tax-free?
  • What are the rules for moving Traditional IRAs into Roth IRAs?
  • Simplified Employee Pension Plans (SEP) IRAs and should the bank offer them?
  • What are the basic comparisons between a SEP IRA and a SIMPLE IRA?

Who Should Attend

Anyone who is very new to IRAs, including Customer Service Reps, Call Center Employees, Tellers, Trust and Investment Department personnel. Also, any experienced IRA representatives who would like a review of the latest retirement account information - including cost-of-living adjustments.


Patrice Konarik

Instructor Bio

Patrice M Konarik is president of Sunwest Training Corp founded almost 30 years ago and located in the Texas Hill Country near San Antonio. With over 40 years of experience in the financial industry, Patrice has focused her expertise on the retirement account area. After 28 years on the road providing live training nationwide, she now concentrates on providing informational IRA and HSA webinars through OnCourse Learning. She has a B.S. in Management Science from New York’s Binghamton University and previously held her Certified Financial Planner designation for 23 years.