2017 Fall IRA Dodge City - Basic
November 14, 2017
Register Someone Else
Who Should Attend
Attorneys, new account representatives, CD personnel, accountholder service representatives, investment and trust personnel who are NEWLY involved in the opening, selling, marketing, or administration of IRAs; any officer/manager who "oversees" the IRA department and may be responsible for answering IRA accountholders questions or concerns but does not actually open IRA accounts; experienced IRA personnel who like a slower paced workshop.
Life/Health Credit: 5 Hours
Ethics Credit: 1 Hour
CPE Credit: 6.5 hours
CLE Credit: Pending
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.
How about that IRA Specialist promotion? The responsibility for the IRA Department has just been dumped in your lap. Now what do you do? Were you able to get even a little bit of training before the last Guru left the bank - or are you "on your own"? Because of their extreme complexity, IRAs are a very difficult product to learn “on the job.” In short order, personnel begin to dislike this account because of the feeling of uncertainty that occurs when an accountholder asks unfamiliar questions. The goal of this all day workshop is to start at the beginning of "What is an IRA"; "Who can have an IRA"; "How much can they contribute". All areas will be thoroughly discussed with emphasis on the responsibility of the financial institution vs. the responsibility shifting to the accountholder.
If you have been looking for a workshop that will answer all your simple and complex questions, this one fits the bill. This comprehensive A-Z workshop will provide the new IRA banker and supervisor with a complete understanding of all areas of the IRA account, as well as the newly-enacted regulations. Each participant will receive a completely updated 275-page IRA Training and Reference Manual.
KBA Members: $199
Add $25 if registering after November 3, 2017