Bank Webinars - Total Training Solutions, Inc.

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Recorded Thursday, September 3rd, 2009
So your IRA GURU has left the company and you have been "promoted" to manage the IRA Department. 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. There may not be a basic seminar in your area in the near future. The goal of this webinar is to start at the beginning of "What is an IRA"; "What forms do we use to set up an IRA"; "Who can have an IRA"; "What are the different types of IRA plans" and "How much can they contribute".

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:
- Traditional IRA and Roth IRAs
- Conversion Roth including New TIPRA regulations
Moving money from a Qualified Employer Plan to an IRA
Moving IRA Funds - IRA Rollover vs. IRA Transfer
Basic Distribution Information

Plus frequent question and answer sessions throughout this presentation.

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. 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. Experienced IRA Personnel who like a review of the basics and forms.

Patrice M. Konarik, CFP is president and founder of Sunwest Training Corp. located near San Antonio, TX. She has over 25 years experience in the banking industry specializing in Deposit Accounts and IRAs, and is currently providing live and Webinar training in these areas on a nationwide basis. Patrice earned her BS in Management from Binghamton University in New York and has been a Certified Financial Planner for over 15 years.

$255.00

Post-Webinar

Recording only

Unlimited playback & materials. If you were unable to attend the regularly scheduled event, but are interested in the topic, you can purchase the recorded version. You will receive a web address for online viewing and an audio CD and handouts for offline viewing.