Tennessee Bankers

Basic IRA Seminar

March 28: Knoxville

March 29: Jackson

March 30: Nashville

Early Registration Deadline: March 13, 2017

Speaker:

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.

 

Program Fees

TBA Members / Associate MembersNonmembers
Early Registration $255$510
Early registration deadline is March 13, 2017
Registration $285$540
Day-of-Program $335$590

TBA Contact

Debbie M. Brickles - dbrickles@TNBankers.org
IOM, Senior Vice President of Training & Development
Tennessee Bankers Association
211 Athens Way, Ste 100 • Nashville, TN 37228-1381
800/964-5525 or 615/244-4871 or www.TNBankers.org

Register for Basic IRA Seminar

1: Select a Date/Location

Special Needs: If you have a special need that may affect your participation in this program, or special dietary requests, please send TBA a statement detailing your needs at least 10 days before the program. We will contact you to discuss accommodations.

2: Enter Attendants

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3: Add to Cart