CFT
Webinars are purely educational. Instructors are not permitted to sell any
products or services during the presentation.
Program
Content:
"Stop
this merry-go-round!" Here is where the ride starts to get really
crazy. "I know the answer! I think I know the answer! I thought I knew
the answer!" Whether you are an IRA "rookie" or an IRA
"pro", you know you have had this feeling many times! Oh, that
helpless confusion when an IRA accountholder asks us anything above the
most basic IRA question – especially when someone dies. If you are
searching for a Webinar where you will achieve that higher "comfort
level" on these complicated topics, this Webinar is
"must-attend".
What
You Will Learn:
IRA
Beneficiaries:
- Basic difference between primary and contingent
beneficiaries
- Naming an estate or trust as a beneficiary
IRA
Distributions:
- IRS penalty exceptions prior to age 59½ and the
proper IRS coding
- Required Annual Notifications for RMDs and
Withholding
- The NINE red flags of beneficiary payouts –
including reporting pitfalls
- Discussion of beneficiary payout options –
including spouse, nonspouse, estate and trust
- Setting up the Inherited IRA and documentation
requirements
You are
encouraged to bring a sample of the IRA forms your bank is currently using
for your review during the session including: IRA Distribution forms,
Annuals Notices and any other forms you may have questions on.
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
the more complicated aspects of the IRA world. 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
M. Konarik
is president of Sunwest Training Corp. founded over 25 years ago and is
located in the Texas Hill Country near San Antonio, Texas. With over 35
years in the financial industry, Patrice has focused her expertise on the
retirement account area and is currently providing live training and
Webinars on IRAs and Health Savings Accounts 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.
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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