IRA Basic Issues - All Day Streaming

There are very few products at the financial institutions that bring on a feeling of insecurity more than the mention of three letters: I-R-A. What are they? How do we open them? What forms do we use? What if they ask us questions we can't answer?

Live Stream OnDemand
Recorded Tuesday,
August 15th, 2023
Presented by Patrice Konarik
7h total length
$1,049.00 or 4 Tokens

Includes: 12 months of OnDemand playback access

  • Accounting/Reporting
  • Auditing
  • Compliance
  • Customer Service
  • Deposit
  • Deposit Accounts
  • Deposit Compliance
  • IRAs
  • Reporting
  • Sales
  • Teller
  • Trusts
  • Branch Manager
  • Compliance Officer
  • Customer Service Representative
  • Deposit Operations Manager/Specialist
  • Internal Auditor
  • New Accounts Representative
  • Private Banker
  • Teller
  • Training Manager
  • Trainer
  • Trust Officer

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For series pricing, click here.

In Day 1 of this 2 day live stream, we will build the foundation of the basic rules and regulations of IRAs including required forms, terminology, and IRA product descriptions. The 275-page manual that will be included provides many quick reference charts to make your job just a little bit easier.

Hearing the information and having the IRA "Red Book" Training and Reference Manual at your fingertips will raise your comfort level on these very complicated topics. Attendees will be able to ask questions throughout the program.

What You'll Learn

  • A review of the top 20 terms of IRAs you will hear over and over again
  • What forms are used to establish a new IRA Plan vs. what forms to use for different transactions for existing IRA clients?
  • Traditional IRAs - contribution limits, deductions and distribution requirements
  • Roth IRAs - contribution limits and qualified tax free distributions
  • SEP IRAs - employer contribution limits, qualifications and reporting

Who Should Attend

Any employee just starting out who wishes a simplified discussion of IRAs in addition to experienced personnel who would like a review of the latest changes in IRAs need this course.

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.