Kansas Bankers Association

2017 Fall IRA Wichita - Advanced

Details

November 13, 2017
DoubleTree by Hilton
2098 Airport Rd.
 

Brochure/Agenda
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Who Should Attend

Attorneys, IRA personnel in new accounts, CDs, trust and investments who are involved with the opening, selling, and administration of IRA accounts will benefit greatly from the thorough discussions of the more complicated aspects of the IRA and from the "Annual IRA Update and Review". This is considered an “Intermediate” workshop.
Life/Health Credit: 5 Hours
Ethics Credit: 1 Hour
CPE Credit: 6.5 hours
CLE Credit: Pending

Program 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. With over 30 years’ experience in the financial industry, Patrice has focused her expertise on the retirement and new account areas.  In almost 20 states, Patrice is considered the top resource for live IRA training seminars and Webinars for thousands of bank and credit union employees each year. She has a BS in Management Science from New York’s Binghamton.

Program Content

Costly reporting errors cause customers to receive letters from the IRS showing thousands of dollars in taxes owed!!  One of the biggest culprits is the lack of training and misuse of the terminology “rollover” vs. “transfer”, causing IRA accountholders to receive these unnecessary letters and bills from the IRS for taxes owed. You can’t make up policies that go against the IRS regulations. The withdrawal coding and contribution coding have to match to cancel the taxability of the transaction. Are you looking for a seminar that is going to separate fact from fiction for the more technical areas of IRAs?  If so, this is the session you should plan on attending. Too many times “experts” post things on the internet that appear to be vague, or many times fabricated. regarding retirement account rules and regulations.  IRAs are a specialized area that requires expertise.

Registration Fees

KBA Members: $199                 
Non-member: $350

Add $25 if registering after November 3, 2017

Connect With Us

Location

610 SW Corporate View
Topeka, KS 66615

P.O. Box 4407, Topeka, KS 66604

Google Map

Contact Us

Phone: (785) 232-3444
Fax: (785) 232-3484
Email: KBAoffice@ksbankers.com

 

 

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