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September 21 & 22
Franklin Marriott Cool Springs, Franklin Early Registration deadline is September 3, 2010 Hotel reservation deadline is August 30, 2010
Program Information
IRAs - The Road To Success
• Do you dread IRA season?
• Have you ever been asked an IRA question and wanted to crawl under your desk?
• Were you told the IRA specialist position is a promotion???
If the answer to these questions is a resounding “Yes,” this is the seminar for you.
We will begin the journey with an overview of the “Top 20 Terms of IRAs.” Each mile traveled will increase your knowledge and raise your comfort level in dealing with this complicated product.
If you are looking for a seminar that will answer all your simple and complex questions, this one fits the bill. This in-depth seminar will provide the new IRA banker and supervisor with a complete understanding of all areas of the IRA account, as well as, an IRA review of the regulation changes and clarifications. Each participant will receive the 275-page Sunwest Training IRA Training and Reference Manual.
Program Speaker: Patrice M. Konarik, CFP, Sunwest Training Corporation
Schedule:
Day 1: Tuesday, September 21 - Basic Issues
8:30 am
Registration and Continental Breakfast
9:00 am
IRA Terminology Review
IRA Form Review – bring your forms
IRA Beneficiary Designations
Noon
Lunch
1:00 pm
Qualifications, Contribution Limits, and Other Regulations
3:30 pm
Day 1 Review
4:00 pm
Adjourn for the Day
Day 2: Wednesday, September 22 - Intermediate Issues
8:30 am
Registration and Continental Breakfast
9:00 am
Qualified Plan Rollovers to a Traditional or Roth IRA
IRA Rollovers and Transfers
Distributions
Noon
Lunch
1:00 pm
Overview and Explanation of IRS Reporting Requirements
Review any updated changes to IRAs – proposed and enacted
3:00 pm
Institute Adjourns
Continuing Education Credit:
14 hours CPE
Registration Information
TBA Members / Associate Members
Nonmembers
Early Registration
$415
$830
Early Registration deadline is September 3, 2010
Registration
$440
$855
At-the-door
$465
$880
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.
TBA Contact Information
Susan Taylor, CMP - srtaylor@tnbankers.org Vice President/Director of Professional Development
Tennessee Bankers Association
211 Athens Way, Ste 100 • Nashville, TN 37228-1381
800/964-5525 or 615/244-4871 or www.TNBankers.org
