Basic IRA Seminar
March 28: Knoxville
March 29: Jackson
March 30: Nashville
Early Registration Deadline: March 13, 2017
Patrice M. Konarik, CFP®, Sunwest Training Corporation
Patrice M. Konarik, president of Sunwest Training Corporation, will cover the basic aspects as an IRA custodian. Basic IRA Seminar is the first of two regional IRA workshops for 2017 and will include beginning knowledge of IRA terminology, proper IRA set-up and plan opening, qualifications and contribution limits for all IRA plan types, rollovers and transfers, and basic distribution information. The intermediate- to advanced-level IRA Advanced Update and Review program is scheduled for November 2017.
Who Should Attend:
New account representatives, certificate of deposit personnel, savings counselors, account holder 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 account holders questions or concerns but does not actually open IRA accounts, including experienced IRA personnel who like a slower-paced workshop.
Continuing Education Credit:
6.5 hours CPE credit
This program has not been pre-approved for ICB CE credits. Attendants who require ICB credits should go to http://www.aba.com/Training/ICB/Pages/default.aspx for further instructions.
|TBA Members / Associate Members||Nonmembers|
|Early registration deadline is March 13, 2017|