Tennessee Bankers

Basic and Advanced IRA-Spring Session

March 18 & 19: Nashville - TBA Barrett Training Center

March 20 & 21: Jackson - Jackson State Community College

Early Registration Deadlines

  • Nashville Both Days: Basic and Advanced
    March 4, 2019
  • Nashville Day 1: Basic
    March 4, 2019
  • Nashville Day 2: Advanced
    March 4, 2019
  • Jackson Both Days: Basic and Advanced
    March 4, 2019
  • Jackson Day 1: Basic
    March 4, 2019
  • Jackson Day 2: Advanced
    March 4, 2019

LOCATION UPDATE: The Jackson location is at Jackson State Community College
McWherter Bldg Room 247
2046 N. Parkway
Jackson 38301

Call 731-425-2632 for more information.

 

Patrice M. Konarik, president of Sunwest Training Corporation, will cover the basic and advanced aspects as an IRA custodian. The Day 1 basic seminar 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 Day 2 intermediate-level seminar will explain the most up-to-date changes, including health savings accounts and nonspouse beneficiary rollovers from qualified plans. You also will learn what to include in your IRA customer files. Konarik will go over extensively complicated distribution issues, such as the “9 RED FLAGS” of death payments to a beneficiary, to make sure your IRS reporting is on the right track. This program will be repeated in the Fall of 2019 in Knoxville and again in Nashville. This structure for IRA training will replace the IRA Institute.


Note for all IRA training: Each single day of IRA training can be attended independently of the other, but for the most comprehensive learning experience, attending both sessions back to back is recommended. Each attendee will receive the 250-page IRA Training and Reference manual–also known as the “RED BOOK!”

 

Speaker

Patrice M. Konarik, 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 Basic IRA workshops for 2018 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 program will follow this basic program and is the second of two being offered in 2018, one each Spring and Fall of 2018.

 

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 for each day.
This program has not been pre-approved for continuing education (CE) credit by ABA Professional Certifications. Attendees who require CE credits should go to https://www.aba.com/Training/Certifications/Pages/CEProviders.aspx for further instructions.

 

Program Fees

Nashville Both Days: Basic and Advanced

TBA Members / Associate MembersNonmembers
Early Registration $520$1040
Early registration deadline is March 4, 2019
Registration $570$1090
Day-of-Program $620$1140

Nashville Day 1: Basic

TBA Members / Associate MembersNonmembers
Early Registration $270$540
Early registration deadline is March 4, 2019
Registration $320$590
Day-of-Program $370$640

Nashville Day 2: Advanced

TBA Members / Associate MembersNonmembers
Early Registration $270$540
Early registration deadline is March 4, 2019
Registration $320$590
Day-of-Program $370$640

Jackson Both Days: Basic and Advanced

TBA Members / Associate MembersNonmembers
Early Registration $520$1040
Early registration deadline is March 4, 2019
Registration $570$1090
Day-of-Program $620$1140

Jackson Day 1: Basic

TBA Members / Associate MembersNonmembers
Early Registration $270$540
Early registration deadline is March 4, 2019
Registration $320$590
Day-of-Program $370$640

Jackson Day 2: Advanced

TBA Members / Associate MembersNonmembers
Early Registration $270$540
Early registration deadline is March 4, 2019
Registration $320$590
Day-of-Program $370$640

TBA Contact

Monique White - mwhite@TNBankers.org
Director of Education
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 and Advanced IRA-Spring Session

1: Select Event Instance

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.

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