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2026 Annual IRA 2-Day Streaming

Mastering IRA administration starts with a back‑to‑basics approach—building a solid foundation before navigating the complexities of account management. Because regulations shift frequently, even seasoned professionals must regularly revisit essential principles to stay current and avoid the costly IRS notifications or tax consequences that stem from improper reporting. This session bridges that gap, progressing from foundational knowledge to advanced topics, including a detailed look at the latest payout options for IRA beneficiaries.
Upcoming
DATE

August 11 - 12, 2026

INSTRUCTOR

Patrice Konarik

FORMAT

Live Stream

CREDIT TYPE

12 CISP Credits

  • Customer Service
  • Deposit
  • Deposit Accounts
  • IRAs
  • Teller
  • Trusts
  • Customer Service Representative
  • Deposit Operations Manager/Specialist
  • New Accounts Representative
  • Teller
  • Training Manager
  • Trainer

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Whether you join us for the Day 1 Basic Essentials to master foundational terminology and forms or dive into the Intermediate/Advanced session to navigate complex topics like RMDs and beneficiary payouts, you will gain the confidence needed to handle IRA transactions with precision.

Throughout both days, participants will utilize the comprehensive “Red Book” IRA Training and Reference Manual, an electronic guide packed with cheat sheets and quick-reference charts.

By keeping this manual handy during the training, you’ll ensure a seamless learning experience and walk away with a vital resource for your professional success.

What You'll Learn

  • What You'll Learn to be Added.
  • Bullet Point
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    • Who Should Attend

    This session is specifically designed for individuals who are just beginning to learn about Individual Retirement Accounts (IRAs). It is particularly beneficial for customer service representatives, call center employees, tellers, and those working in trust and investment departments who may encounter IRAs in their daily responsibilities. The material will help newer team members develop a foundational understanding of IRAs and their management. In addition to serving newcomers, this session also provides significant value to experienced IRA professionals. Those who have worked with retirement accounts and wish to stay current with the latest industry updates, including recent cost-of-living adjustments, will benefit from the comprehensive review offered. The session ensures that all participants, regardless of experience level, are equipped with up-to-date information for effective IRA administration.
    Patrice Konarik

    Instructor Bio

    Patrice M Konarik is president of Sunwest Training Corp founded almost 30 years ago and located in the Texas Hill Country near San Antonio. With over 40 years of experience in the financial industry, Patrice has focused her expertise on the retirement account area. After 28 years on the road providing live training nationwide, she now concentrates on providing informational IRA and HSA webinars through OnCourse Learning. She has a B.S. in Management Science from New York’s Binghamton University and previously held her Certified Financial Planner designation for 23 years.

    Continuing Education Credit Information

    2026 Annual IRA 2-Day Streaming has been approved for 12 CISP credits. This statement is not an endorsement of this program or its sponsor. Credits are redeemable for both Live and OnDemand viewing. For questions on certificates, please email support@oncourselearning.com. Certification holders must report these credits at https://aba.csod.com.

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