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September 21 & 22, Franklin Marriott Cool Springs, Franklin
Early Registration deadline is September 7, 2011
Hotel reservation deadline is August 30, 2011
Program Speakers: Patrice M. Konarik, CFP®, Sunwest Training Corporation
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Does gaining IRA expertise seem like an uphill battle?
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Are you afraid of making a mistake and causing IRS problems for your customers and the bank?
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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 with an overview of the Top 20 Terms of IRAs. Each step taken will escalate your knowledge, raise your comfort level, and help you avoid the most common pitfalls 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.
Schedule:
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Day 1: Wednesday, September 21 - IRA Basic Issues |
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8:00 am |
Registration and continental breakfast |
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8:30 am |
IRA terminology
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Explanation of IRA forms—not forms specific, please bring your own forms including application, contribution form, distribution form, rollover review or certification, and any other commonly used forms
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Beneficiary designations including primary and contingent, trusts and estates
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Noon |
Lunch |
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1:00 pm |
Qualifications, Contribution Limits, and Other Regulations
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Traditional IRA
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Roth and Conversion Roth
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Coverdell Education Savings Account
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SEP IRAs
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Health Savings Accounts
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4:00 pm |
Day 1 Review |
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4:30 pm |
Adjourn for the Day |
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Day 2: Thursday, September 22 - IRA Intermediate Issues |
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7:30 am |
Registration and continental breakfast |
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8:00 am |
Qualified plan rollovers to a traditional or Roth IRA
IRA rollovers and transfers
Distributions
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Rules regarding IRA federal withholding deposits
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Withdrawals of excess contributions
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Before age 59 1/2 and coding exceptions
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After age 70 1/2 – including qualified charitable distribution extension
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Death payments to beneficiaries
Overview and explanation of IRS reporting requirements |
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Noon |
Institute Adjourns |
Continuing Education Credit:
12 hours CPE credit
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TBA Members / Associate Members
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Nonmembers |
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Early Registration |
$440 |
$880 |
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Registration |
$470 |
$910 |
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Early registration deadline is September 7, 2011 |
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At-the-Door |
$520
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$960
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Secure Online Registration
Complete the secure online registration form. Registration is available prior to brochures release.
Brochure Download
Download and complete the conference registration form and return it to the TBA office.
TBA Contact:
Susan Taylor - 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
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