Program Speaker

Patrice M. Konarik, Sunwest Training Corporation

Whether you are new to IRAs or an IRA “veteran,” this program will serve the needs for all levels of employees at your financial institution. Verbal and written reviews will help you conquer the more complicated issues of IRAs. If you are looking for a seminar that will answer all your simple and complex questions, this one fits the bill. This institute 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 a comprehensive Sunwest Training IRA Training and Reference Manual.

 

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 holder questions or concerns but does not actually open IRA accounts; and experienced IRA personnel who like a slower-paced workshop to cover all the new changes in a comprehensive manner.

 

Hotel Information

This program is held at the Franklin Marriott Cool Springs (700 Cool Springs Boulevard, Franklin). TBA has arranged for a limited number of rooms at a special group rate of $176 per night single/double occupancy.

The reservation deadline for the special group rate is Monday, August 28, 2017. When the allotted room block is sold, room rates will return to standard prices on a space-available basis, even if it is before the August 28 deadline. The hotel will release all unreserved rooms for general sale at midnight on August 28. Any reservation received after that date will be accepted on a space- or rate-available basis. Please make your overnight arrangements early to assure you receive the special TBA rate.

Contact the hotel directly at 615-261-6100 and ask for the Tennessee Bankers Association block of rooms to receive the special group rate.

Directions: The Franklin Marriott Cool Springs is located approximately 17 miles south of downtown Nashville on I-65. Take Exit 68-A East (Cool Springs Boulevard East). At the first intersection, the Franklin Marriott is on the left.

 

Continuing Education Credit

12 hours CPE credit

This program has not been pre-approved for ICB CE credits. Attendants who require ICB credits should go to http://www.aba.com/Training/ICB/Pages/default.aspx for further instructions.