2017 Fall IRA Hays - Overland Park
November 17, 2017
9000 W. 137th street
Register Someone Else
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: 6.5 hours
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.
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.
KBA Members: $199
Add $25 if registering after November 3, 2017