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Early Registration deadline has been extended to March 8, 2010 2010 IRAs: The Basics
March 16, Bank of Tennessee Operations Center, Kingsport - Cancelled
March 17, UT Conference Center, Knoxville
March 18, Barrett Training Center, Nashville
March 19, Carl Grant Event Center, Jackson - Directions
Early Registration deadline is March 8, 2010
Program Information
You have finally gotten the promotion you’ve been dreaming about – IRA coordinator! Now what do you do? Were you able to get even a little bit of training before the last guru left the bank – or are you “on your own”? 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. The goal of this all-day workshop is to start at the beginning of “What is an IRA,” “Who can have an IRA,” and “How much can they contribute.” All areas will be discussed thoroughly with emphasis on the responsibility of the financial institution vs the responsibility shifting to the accountholder.
If you have been looking for a seminar that will answer all your simple and complex questions, this one fits the bill. This comprehensive A-Z seminar will provide the new IRA banker and supervisor with a complete understanding of all areas of the IRA account, as well as the newly enacted regulations. Each participant will receive a completely updated 275-page IRA Training and Reference Manual.
Program Speaker: Patrice M. Konarik, CFP®, Sunwest Training Corporation
Schedule:
8:30 am Registration
9:00 am Program begins
Noon Lunch
1:00 pm Program resumes
4:00 pm Adjourn
Debbie Brickles - dbrickles@tnbankers.org
Vice President and Director of Training and Development
Tennessee Bankers Association
211 Athens Way, Ste 100 • Nashville, TN 37228-1381
800/964-5525 or 615/244-4871 or www.TNBankers.org
Registration Information
TBA Members / Associate Members
Nonmembers
Early Registration
$205
$410
Early Registration deadline is March 8, 2010
Registration
$230
$435
At-the-door
$255
$460
Brochure Download
Download and complete the conference registration form and return it to the TBA office.
Secure Online Registration
Complete the secure online registration form. Registration is available prior to brochures release.
