Program Description:
So your IRA GURU has left the company and you have been "promoted" to manage the IRA Department. 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. There may not be a basic seminar in your area in the near future. The goal of this webinar is to start at the beginning of "What is an IRA"; "What forms do we use to set up an IRA"; "Who can have an IRA"; "What are the different types of IRA plans" and "How much can they contribute".
This 2-Hour Webinar Covers:
- Basic Forms Required To Open, Close, Move and Maintain IRAs (have your own forms - including application, contribution and distribution forms - available during the webinar)
- Qualifications, Contribution Limits and Deadlines for:
- Traditional IRA and Roth IRAs
- Conversion Roth including New TIPRA regulations
- Moving money from a Qualified Employer Plan to an IRA
- Moving IRA Funds - IRA Rollover vs. IRA Transfer
- Basic Distribution Information
Who Should Attend:
New Account Representatives, Certificate of Deposit Personnel, Savings Counselors, 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 review of the basics and forms.
Presenter:
Patrice M. Konarik, CFP® is president and founder of Sunwest Training Corp. located near Galveston, TX. She has over 25 years experience in the banking industry specializing in Deposit Accounts and IRAs, and is currently providing training in these areas for state banking associations and other groups on a nationwide basis. Patrice earned her BS in Management from Binghamton University in New York and her Certified Financial Planner designation in 1990.
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