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2 Day IRA Seminar: Basic & Advanced Issues OnDemand with Live Streaming

Attend this comprehensive IRA Seminar via Live Streaming Video!

Live Stream
August 16, 2022
August 17, 2022
Presented by Patrice Konarik
7h total length
$1,889.00 or 8 Tokens

Includes: Access the recording for 12 months.

  • IRAs
  • Branch Manager
  • Compliance Officer
  • Customer Service Representative
  • Deposit Operations Manager/Specialist
  • Internal Auditor
  • New Accounts Representative
  • Private Banker
  • Teller
  • Trainer
  • Trust Officer

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Series Details

IRA Basic Issues Seminar OnDemand with Live Streaming

Maybe you have just received that 'promotion' you have never asked for - IRA Coordinator. And you may be thinking, I don’t even know the old rules to know what the new changes are. Unfortunately, you will need to know the old and the new rules because most of the IRA rules prior to 1/1/2020 are “grandfathered”. But don’t worry, you will have the totally updated electronic copy of the 280-page IRA Training manual with lots of “cheat sheets” and Quick Reference Charts to show you the “before” and “after”.

  • IRA Terminology – Top 20 Terms
  • Explanation of IRA Forms - Not Forms Specific – (Please have your own forms available including Application,
    Contribution form, Distribution, Rollover Review or Certification and any other commonly used forms)
  • Beneficiary Designations including Primary and Contingent
  • Qualifications, 2022 Contribution, Income Phase-out limits, Age Limits and other new regulations for a:
    • Traditional IRA
    • Roth and Conversion Roth
    • SEP IRAs contributions and IRS reporting
  • Differences between “postponed” and “repayment” contributions.

IRA Advanced Issues Seminar OnDemand with Live Streaming

In the IRA Advanced Day 2: We will summarize the changes and then actually get into the nitty gritty of new distribution regulations to owners and beneficiaries - what stays the same and what changes? How do we disclose all these changes to our customers?

  • Updated legislative regulations on IRAs as the result of the SECURE 1.0 and 2.0 and the 2022 Cost of Living
    Adjustments
  • QP Rollovers and IRA Rollovers and Transfers
  • Distributions to Owners and Beneficiaries
    • New rules on Federal Income Tax Withholding
    • Before age 59½ - reporting the penalty exceptions
    • RMDs at age 72 – including mandatory notices
    • 9 Biggest Mistakes of IRA Beneficiary Payouts
    • Rules on new proposed rules on nonspouse beneficiary payout requirements beginning in 2022
    • Overview and Explanation of IRS Reporting Requirements

What You'll Learn

Each event in the series will cover specific topics relative to the subject matter.

Who Should Attend

Everyone even remotely involved in IRAs at your financial institution including: New Account Representatives, Certificate of Deposit Personnel, Savings Counselors, Accountholder Service Representatives, Investment and Trust Personnel who need this update and are 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 pace workshop to cover all the new changes in a comprehensive manner.

"Patrice Konarik is extremely knowledgeable regarding IRAs. She took complicated scenarios and explained in a simple, straightforward way why IRA transactions were processed a certain way and the consequences of doing them incorrectly. Her combination of humor and knowledge, made this training both informative and enjoyable. I would definitely recommend to anyone who is wanting to increase their IRA knowledge." -- Leslie Diaz, Relationship Banking Manager, Crossfirst Bank

"Patrice does a fantastic job with delivering information about IRAs. She does so in a manner that is easy to understand, easy to follow, and leaves you with a wealth of knowledge. I have attended this seminar before and find it extremely beneficial each time! Thank you!" - Kevin Eskew, Limestone Bank

Patrice Konarik

Instructor Bio

Patrice M. Konarik is president of Sunwest Training Corp. founded over 25 years ago and is located in the Texas Hill Country near San Antonio, Texas. With over 35 years in the financial industry, Patrice has focused her expertise on the retirement account area and is currently providing live training and Webinars on IRAs and Health Savings Accounts on a nationwide basis. She has a BS in Management Science from New York’s Binghamton University. Many state banking associations and other organizations use her as their main source for training on these complicated topics.

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