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March 8, UT Conference Center, Knoxville
March 9, TBA Barrett Training Center, Nashville
March 10, Union University – Barefoot Student Union Building/Carl Grant Events Center, Jackson - Jackson site Cancelled
Program Speaker: Patrice M. Konarik, Sunwest Training Corporation
You finally received 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”; “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 “Red Book,” a 275-page Sunwest Training IRA Training and Reference Manual.
Schedule:
8:30 am Registration
9:00 am Program begins
Noon Lunch
1:00 pm Program resumes
4:00 pm Adjourn
Continuing Education Credit:
6.5 hours CPE credit
6.5 hours ICB credit
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TBA Members / Associate Members
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Nonmembers |
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Early Registration |
$205 |
$410 |
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Early Registration deadline is February 25, 2011 |
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Registration |
$230 |
$435 |
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At-the-door |
$255 |
$460 |
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