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IRA Part 1

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Upcoming
DATE

Wednesday, September 16, 2026
11:00 am - 1:00 pm

INSTRUCTOR

Patrice Konarik

FORMAT

Webinar

CREDIT TYPE

2 CISP Credits

  • Compliance
  • Trainer

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Description Details to be Added

What You'll Learn

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  • Bullet Point
  • Bullet Point
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    • 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 Part 1 has been approved for 2 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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