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IRAs: The Basics - Plan Types and Forms
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 Export to Your Calendar 10/19/2017
When: 12:30 PM
Where: United States

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Program Content:

This is part of a four-part webinar series on IRAs.

You finally received the promotion you've been dreaming about - IRA Coordinator! Now what do you do? Were you able to get even a little bit of training before the last Guru left the bank - or are you "on your own"? Because of their extreme complexity, IRAs are a very difficult product to learn "on the job." In short order, personnel begin to dislike this account because of the feeling of uncertainty that occurs when an accountholder asks unfamiliar questions. The goal of this basic webinar is to start at the beginning of "What is an IRA?" Who can have an IRA? How much can they contribute? All areas will be discussed thoroughly, with emphasis on the responsibility of the financial institution vs. the responsibility shifting to the accountholder.

Covered Topics:
       • Review of top terminology of IRAs
       • Basic Forms Required To Open, Close, Move and Maintain IRAs (have your own forms - including application, contribution and distribution forms - available during the webinar)
       • Qualifications, Contribution Limits and Deadlines for:
                 o Traditional IRA and Roth IRAs
                 o Conversion Roth (IRS codes and reporting)
       • SEP IRAs

Who Should Attend:
New Account Representatives, Certificate of Deposit Personnel, Savings Counselors, Accountholder Service Representatives, Investment and Trust Personnel who are NEWLY involved in the opening, selling, marketing, or administration of IRAs. Also, any officer/manager who oversees the IRA department and may be responsible for answering IRA accountholders' questions or concerns, but does not actually open IRA accounts. Plus, experienced IRA personnel who want a review of the basics and forms.

Presenter:
Patrice M. 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. Patrice's upbeat personality and former banking experience easily encourages interaction and questions during the training sessions.


 

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