CFT
Webinars are purely educational. Instructors are not permitted to sell any
products or services during the presentation.
Program
Content:
There
is no topic that produces more questions than death payments to IRA
beneficiaries – whether it’s a spouse, individual nonspouse, revocable
trust, irrevocable trust, entity or no beneficiary named. Then you have to
throw in the factors of multiple beneficiaries, how old the owner is at
death, who died before who, disclaimers…. It’s enough to make you crazy. In
this two hour webinar, we will focus on the answers to these questions in a
nice, detailed format with examples and handouts to help facilitate your
beneficiary payouts when an IRA owner dies.
What
You Will Learn:
- What documents are we required to obtain when an
IRA owner dies?
- Whose responsibility is it to notify the
beneficiaries?
- What are the NINE biggest mistakes we make on
beneficiary payouts – including reporting pitfalls?
- What payout options do beneficiaries have and what
are the determining factors for each option?
- What forms do we use to set up Inherited IRAs and
how should they be titled?
- Who do we pay out to when a trust or estate is
named as beneficiary on an IRA?
- What happens when a beneficiary wants to move their
IRA from one institution to another?
- How do we handle rollovers for beneficiaries of
Qualified Employer Plans?
You
are encouraged to have your IRA forms available such as the IRA
Distribution form, Beneficiary Election of Payment Form and Inherited IRA
Application to reference during the session.
Who
Should Attend?:
This is
a crucial webinar for anyone even remotely involved in IRAs including,
frontline, back office, call center, investment department, and trust
department personnel will benefit greatly from the thorough discussions of
death payments. The content is at the intermediate to advanced level with a
minimum of two years’ experience recommended. It is assumed that
participants have a working knowledge of IRAs. Please forward email to appropriate
person(s).
Instructor:
Patrice
Konarik is president of
Sunwest Training Corp. founded almost 25 years ago and is located in the
Texas Hill Country near San Antonio, Texas. With over 30 years in the
financial industry, Patrice has focused her expertise on IRAs and HSAs and
is currently providing live training and Webinars on these products on a
nationwide basis. She has a BS in Management Science from New York’s
Binghamton University. Many state banking associations and other
organizations use her as their main source for training on these
complicated topics. Patrice encourages attendees to ask questions during
the Webinars.
What
Is A Webinar?:
A
webinar combines the clarity of an audio teleconference with the
interactivity and visual presentation of the internet. All you need to
participate is a telephone and an internet connection. Even if you don't
have an internet connection, you can still participate in the audio
session. Listening to the program over the telephone and following the
written materials is an effective alternative!
Unable
To Attend?:
No
problem. You can purchase a recording of the webinar for future use. You
can choose from either an On-Demand Web Link (Good for 6 months from the
webinar date, unlimited use) or a CD-ROM (includes a paper copy of the
PowerPoint slides).
Viewing
Options (all options include applicable handouts):
All
options include applicable handouts. You can choose to pay by credit card
or be billed. Additional Live Webinar connections are $75 each.
Option 1: Live
Webinar and 7 Days OnDemand Video Playback - $265
Option 2:
OnDemand Video (six months access) - $295
Option 3: Live
and 6 Months of OnDemand Video - $365
Option 4: CD-ROM
Video (Includes OnDemand Video) - $345
Option 5: Entire
Package (all of the above) - $395
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