Loading...

IRA Beneficiary Workshop

Beneficiary options have had significant changes in the last five years: more so than they’ve had in over 20 years. Imagine this scenario: Your customer dies and within a couple of weeks, three of the four beneficiaries come into the institution. One wants the money, one wants to move the money, and the other wants to leave it with your institution and take out as little as possible. None of them know where the fourth beneficiary is. What do you do now?
Upcoming
Beginner Friendly
DATE

Tuesday, December 8, 2026
11:00 am - 1:00 pm

INSTRUCTOR

Patrice Konarik

FORMAT

Workshop

CREDIT TYPE

2.5 CISP Credits

$450.00 or 4 Tokens

Includes: Live Access, 30 Days OnDemand Playback, Presenter Materials and Handouts

  • Compliance
  • Customer Service
  • Deposit
  • Lending
  • Management/Employee Development
  • Teller
  • Trusts
  • Compliance Officer
  • Customer Service Representative
  • Deposit Operations Manager/Specialist
  • New Accounts Representative
  • Teller
  • Training Manager
  • Trainer

Save on annual training costs with our Webinar Subscription Service and share webinars across your entire organization.

Become a subscriber

Learn about upcoming events, webinars and discounts.

Sign Up For Email Notifications

Live virtual attendance is a must to get the most out of this engaging training opportunity. Breakout rooms will not be recorded. Space is limited to 50 participants for a high-value learning experience, so register today!

After a condensed information class, we will break into peer groups to work the sample problems. The instructor will drop into the groups to answer questions and hear comments. There will be a wrap-up session at the end to summarize the major issues and how they were handled. You will feel much more confident after attending this interactive workshop.

Remember, we are giving information – not advice.

What You'll Learn

  • What are the 9 red flags of beneficiary payouts?
  • What happens if a beneficiary does not want the funds they inherit?
  • What is a 'successor beneficiary' and what payout options do they have?
  • What happens if the IRA Beneficiary Designation does not match the customer's will?

    • Who Should Attend

    The is on a intermediate to advanced level. Any frontline employee or back office operations personnel who make decisions on paying out to the legal IRA beneficiary is strongly encouraged to attend.
    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

    IRA Beneficiary Workshop has been approved for 2.5 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.

    Print this page