2018 Winter IRA Topeka - Advanced
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.
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: $210