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CFT
Webinars are purely educational. Instructors are not permitted to sell any
products or services during the presentation.
Program
Content:
This
is Part I of a four-part series. You can attend all the sessions to obtain
the most comprehensive information or any part in the series independently.
Have
you ever noticed sometimes when the IRA Guru leaves the bank, it is without
notice or training for a replacement??!! On the first day of training, you
feel like someone dropped you on the top of a mountain and told you to find
your own way down. In other words, you have NO IDEA where to go or what
they are talking about. Everything just sounds alien to you. It’s true.
IRAs are a different world from the other accounts at your bank. Oh, they
may look similar, but the rules, regulations and IRS reporting build the
complications to the point where you feel like you are on falling off of a
cliff!! And, just when you finally find your footing, they change the rules
again.
While
it may take years to build a confidence level where you can answer almost
any question thrown your way, the goal is to raise your comfort level if
you are a rookie and to reinforce your knowledge if you have a higher level
of experience.
Covered
Topics:
- Review of top terminology of IRAs
- Basic Forms Required To Open, Close, Move and
Maintain IRAs (have your own IRA 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)
- Simplified Employee Pension Plan – SEP IRA
You are
encouraged to have a sample of the IRA forms your financial institution is
currently using for your review during the session including: IRA
Application, IRA Contribution forms, Distribution Forms and Rollover
Review/Certification Forms.
Who
Should Attend?:
New
Account Representatives, Certificate of Deposit Personnel, Savings
Counselors, Member Service Representatives or anyone who is newly involved
in the opening, selling, marketing, or administration of IRAs. Any
supervisor/manager who “oversees” the IRA department and may be responsible
for answering IRA member’s questions or concerns but does not actually open
IRA accounts. Experienced IRA trainers or personnel who like a review of
the basics and forms. Please forward
email to appropriate person(s).
Instructor:
Patrice
Konarik is president of
Sunwest Training Corp. founded over 20 years ago and is located in the
Texas Hill Country near San Antonio, Texas. With over 30 years' experience
in the financial industry, Patrice has focused her expertise on the
retirement and new account areas and is currently providing live training
and Webinars on these subjects 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.
“I
have attended many of Patrice’s live seminars, she is a great trainer and
is so knowledgeable on the IRA products.” — Rhonda Prasifka, Citizens State
Bank
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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